Customer Equipment allows you to track Equipment already installed at a Customer's location, for future Work Orders and warranty service.

Tip: Use the Auto-convert flag on the Parts General Tab for the convenience of automatically creating Customer Equipment items when installed Parts are invoiced on Work Orders.

Equipment could be a "Computer," "Printer," or "Boiler" installed by your company or any other company. The information commonly stored and tracked concerns the manufacturer, warranties, and technical details for future use and diagnosis.

Having complete Equipment History readily available helps when taking Customer calls for service and when Technicians prepare to go out in the field. You eliminate problems such as extra trips to the Job Site, the difficulty of getting information once equipment is installed, and putting the burden on the Customer to retrieve it. Furthermore, attaching Service Call Problems and a history of repairs allows you to analyze work done later, grouped by Equipment.

Your company may decide not to identify Customer Equipment and keep its transaction history. In the Company Preferences, Features section you can de-select the checkbox for Enable Equipment.

 

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