Adding Equipment in the FieldEdge Basic Mobile Application

Overview

Equipment is an essential part of a customer's record. Equipment can be associated with work orders, invoices, quotes, agreements, and forms. Being able to view and add that equipment is crucial for a technician. Use this article to learn how to view and add equipment to a customer and work order.

Viewing Equipment

Within the mobile application, you'll need to go into an assigned work order to view a customer's equipment. Follow the steps below to view a piece of customer equipment that has been attached to a work order.

1. First, log into the FieldEdge Basic Mobile app.

2. Next, click on the assigned work order that's associated with the service location.

3. Swipe to the bottom of the work order and tap on Equipment.

From this screen, you can view and search for any piece of equipment that is associated with this location and work order. 

Adding Equipment

If you need to attach an existing piece of equipment or create a new piece of equipment, follow the steps below.

1. First, log into the FieldEdge Basic Mobile app.

2. Next, click on the assigned work order that's associated with the service location.

3. Swipe to the bottom of the work order and tap on Equipment.

4. From the equipment list, click the Plus button.

• Note: Before you can associate equipment to this work order, you'll need to choose if you're adding an existing piece of equipment that exists on the customer's record, or adding a new piece of equipment. Navigate to the appropriate option below and follow the steps to add a piece of equipment to this work order.

Add From Customer Equipment

Choosing this option will look at a list of existing equipment that has already been added to this customer and will then attach it to this work order.

1. Once you've clicked Add From Customer Equipment, you'll be navigated to the Customer Equipment list.

2. From the list either Search or swipe to the desired piece of equipment.

3. Finally tap on the empty checkbox to add that piece of equipment and select Save.

This will add the existing equipment to the work order.

Add New Equipment

If a piece of equipment has never been added to the customer's records, you can choose to add a new piece of equipment. 

1. Once you've clicked Add New Equipment, you'll be navigated to the Add Equipment window.

2. From this page search and select the Manufacturer and Model of this piece of equipment.

3. Next fill out the Display Name for this equipment. This name is used to label and identify this particular unit, making it easier for technicians to view or edit.

4. Next, select the Equipment Type if one was not already generated when selecting the model.

5. Enter any non-required fields such as the Serial Number, Age, Parts and Labor Warranty Expirations, Additional information, and attached Photo.

6. Once you have all desired information filled out, click the Save button to add this equipment to the customer's record.

Repeat the steps above for any additional pieces of equipment that you may need to create.