Working with Equipment Items

Adding the equipment items is simple;

1) Once you are inside the customer file click on the equipment tab
2) Click on add equipment
3) To view any equipment items click on the view button

This screen is where you can add your customer equipment:

1) On the left hand side these are all fixed fields
2) On the right hand side these are custom fields which you can create from options.

Once you are inside a job you can easily select which equipment item is to be linked to a job.

1) Click on the Equipment tab at the top to select the equipment items

Here you can select which equipment items are to be linked to the job.

You can also Add a new equipment by hitting the 'Add New Equipment' button and entering the details..

On the add job screen you will notice it does not have the equipment tab at the top. The equipment tab will only come up once you have added the job, so when wanting to add equipment to a job you will need to select Save & Job Add Details Button.

Once your field work logs in and veiws the job details they will see the equipment item which is linked to the job.