There are two ways to add customer equipment. First, you can add it to a customer. Second, you can add it to a job. We'll go over both below.
Before you can add customer equipment, make sure you've read our guide on how to Setup Customer Equipment.
Add Customer Equipment to a Customer
Here's how to add a piece of equipment belonging to a customer.
- Click on any customer from your customer list to view their detailsĀ
- Click on the Customer Equipment tab
- Click the Add button
- Enter the details for that piece of equipment
- Click Save
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Add Customer Equipment to a Job
If you've got a job and you're going to be working on a piece of equipment, you can easily add the equipment details to the job form. Here's how:
- Click on any job from your job list to view its details
- Scroll down until you see the Customer Equipment section.
- Click the Add button
- Select an existing piece of equipment from the list or click the Add Customer Equipment button to add a new one
(Watch Video)