How Does Customer Asset/Equipment Tracking Work?

Tracking customer assets/equipment will allow you to see the amount of work orders that have been placed for a piece of equipment and which customer the equipment belongs to.
To track your customer assets/equipment, follow the steps below:

1. Click Settings, then click Add Ons.
2. In the Add Ons section, switch Customer Equipment to ON.
3. Click Settings, then under Customize click Customer Equipment Types to create different types of equipment 
4. Click Customer Equipment on the left navigation panel
5. Click Add, to create a new piece of equipment
6. Choose the Customer, Equipment Type and Name
7. Click Save
















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