Equipment Types

Equipment Types allow you to group Equipment into different categories, such as Air Handlers and Compressors.

Customer Equipment is grouped on the Customer Equipment Tab and Sub-Tabs into Equipment and Sub-Equipment. Each piece of Equipment or Sub-Equipment can be associated with an Equipment Type.

Setting up an Equipment Type:

•	On the Work Menu at the top of the screen, click the Equipment down-arrow, and select Equipment Types.

•	The smaller-size Lookup screen will appear. (To add or change a record, see Small Lookup, Add or Edit.)

•	Next, the Equipment Type Details screen will appear. This screen has a second Tab for Notes.

Screen fields:

Equipment Type:

Required. The descriptive name for this Equipment Type, according to the groupings suitable for your Company.

Is Active:

Use the checkbox to indicate currently used by your Company. If you later remove the check-mark making this field Inactive, this entry will still show on older records where it has already been used, but will not be available for use in the future.

The default for the Lookup screen is to show Only Active records. You can remove the check-mark from the select-box on that screen and view all.

When complete:

Click OK to save your entries and exit the screen.

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