Creating a New Piece of Equipment

Creating a New Piece of Equipment

As a reminder you are only able to create a new piece of equipment from the job flow currently. If this is a job that requires equipment then check the box Is Equipment Involved in This Job?

  • If you already have equipment logged for this Client you can select it from the dropdown.
  • If you need to add new Equipment click the green + button.
  • Select your Equipment Category.
  • Enter in the details of the equipment such as the Display Name, Serial Number, Model Number, etc.
  • If this equipment is under warranty then you can check the box at the bottom Equipment is Under Warranty and enter in the details of the warranty.
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