Here's a quick guide to turning on customer equipment tracking and setting it up before you start using it.
Enable Customer Equipment
Log in as an admin on the web and go to Settings > Other > Add-Ons
Turn the On switch for Customer Equipment (Screenshot A)
Your left navigation now shows the Customer Equipment menu item
Add a New Customer Equipment Type
Now lets add a new customer equipment type. In this example, I'm going to show you how to add an equipment type called Widget. Each widget has a color and a warranty start date.
Click on Settings > Customize > Customer Equipment Types
Click Add
In the Type Name field enter "Widget"
Give it a short description. It should now look like the below (Screenshot B)
Add a Custom Date Field
Lastly, let's add a custom date field to track the widget's warranty start date.
Under the Custom Field section click Add (Screenshot C)
Enter "Warranty Start Date" in the Type field
Choose "Date" in the Field Type field
It should look like Screenshot E below
Click Save
That's it! Now you're ready to add your first equipment!