Settings: Equipment

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Table of Contents

Overview

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Equipment Types allow FieldEdge to track information on a Customer's existing Equipment. This can be helpful in determining when a particular Type of Equipment should be replaced. You can also use Equipment Types as triggers to generate Custom Forms on your Work Orders. Equipment Types may be added, enabled, or disabled through the Equipment Type settings.

Instruction

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The following steps will help guide you to your Equipment Type list, where you will then be able to create or inactive your Equipment Types. Check the Fields Section below if you are looking for details related to a feature or option about Equipment Types.

1. First, in the top right of FieldEdge, click Settings and then in the Equipment section choose Equipment Type.

2. Next, from the Equipment Types list, decide if you wish to create a new type, add an Equipment Type from our list of industry standards, or marking an existing type as inactive.

  • To Create a new Equipment Type, click the Add Equipment Type button.
  • To mark an existing type as Inactive, select the checkbox to the left of a type in the list and then click Edit. In the following window select the Mark Inactive radial button and then click Save.
  • To add an industry standard Equipment Type, in the top right of the screen choose the Include Inactive filter. Then, search for the Equipment Type in the list and check the box to the left of the type(s) you wish to add. After you have selected the types you wish to add, click the Edit button, choose the Mark Active radial button and click Save.

3. When you have finished creating or modifying your Equipment Types, click Create (or Save, if you are modifying).

Fields

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Equipment Type list

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Edit
If selected you will be able to mark an selected Equipment Type as Active or Inactive.

  • Note: You will not be able to click the Edit button unless at least one checkbox for an Equipment Type has been selected.

Add Equipment Type
Select this button if you want to add a new Equipment Type into FieldEdge.

Edit Equipment

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Mark Active
If selected, an Equipment Type will become available for use when adding Equipment to a Customer's record.

Mark Inactive
If selected, the chosen Equipment Type will no longer be an available option when adding Equipment to a Customer's record.

  • Note: Deactivating an Equipment Type does not impact your Customers existing Equipment. This will only prevent you from choosing the deactivated Equipment Type when adding new Equipment to a Customer's record.

Cancel
Select this button if you wish to close this screen without applying any changes.

Save
Choose this button if you wish to add the new Equipment Type to FieldEdge.

Add Equipment Type

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Equipment Type Name
This required field is how you will identify the Equipment Type and will be displayed on both web and mobile.

Life Expectancy
This required field is where you will enter the average shelf life (in years) of the new Equipment Type. This controls when FieldEdge will display if a piece of Equipment, of this type, is due for replacement.

Industry
This required field is where you will associate Equipment Type to a specific Industry.

  • Note: An Equipment Type may only be associated to a single Industry.

Cancel
Select this button if you wish to close this screen without applying any changes.

Save
Choose this button if you wish to add the new Equipment Type to FieldEdge.

Industries

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FieldEdge categorizes Equipment Types by Industry. The following Industries are available in FieldEdge and should be referenced when creating or searching for a particular Equipment Type.

  • Appliance
  • Computer
  • Construction
  • Doors
  • Electrical
  • Fire Safety
  • Fleet Management
  • HVAC
  • Locksmith/Security
  • Manufacturing
  • Miscellaneous
  • Plumbing
  • Pool/Spa
  • Restaurant Equipment
  • Telecommunications
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