Set Up Customer Equipment

Here's a quick guide to turning on customer equipment tracking and setting it up before you start using it.

Enable Customer Equipment

1. Log in as an admin on the web and go to Settings > Other > Add-Ons

2. Turn the On switch for Customer Equipment (Screenshot A)

3. 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.

1. Click on Settings > Customize > Customer Equipment Types

2. Click Add

3. In the Type Name field enter "Widget"

4. 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.

1. Under the Custom Field section click Add (Screenshot C)

2. Enter "Warranty Start Date" in the Type field

3. Choose "Date" in the Field Type field

4. It should look like Screenshot E below

5. Click Save

That's it! Now you're ready to add your first equipment!