All Admins within Work Order Management have complete access and can manage equipment. However, if an Admin gives a Sub-Admin permission rights to manage equipment, they will also see the Settings>Basic>Equipment only tab on their dashboard (see below). 

Add any piece of equipment that a work order is created to address (ex: Carrier Unit, Boiler, etc.). 

To add your equipment, go to Settings>Basic>Equipment (as shown above), located on your left side bar, then choose "Add New Equipment" (see below).



Here you can associate the equipment with a service category, location and space (see below).



You will notice a few default fields that have been added to equipment, such as the model, serial #, Date-in-Service, and Warranty Exp - Labor date. You have the ability to upload pictures and documents that you want associated with the equipment. If you want to include more information about your equipment, you can add your own "User Defined Fields", so that when equipment is added, these additional fields will also be populated.

Note: Once a piece of equipment has been added, you are able to "retire" (see below) it at any time, yet retain all records associated with it.



If you want to export your equipment list, click on the green "Export Equipment" button. Then you will be directed to another page where you can select any or all the fields you want to export and even order them according to how you want to see them.

You can track the work orders associated with each piece of equipment. This will help with the future planning of replacements as well as help manage the people working on them.