INTENDED SEARCHES: equipment, add equipment, equipment status, equipment restore
Use equipment records to track tools, machines, vehicles, or other equipment used by the business.
Common equipment actions:
- Add equipment.
- Edit equipment.
- Activate or deactivate equipment.
- Delete or restore equipment when available.
- Connect equipment to services, jobs, employees, or tracking when available.
Steps:
1. Open Equipment.
2. Add or select the equipment record.
3. Enter the equipment details.
4. Set the correct status.
5. Save the record.
6. Keep maintenance or assignment information updated when available.
Why this matters:
Equipment records help with scheduling, costing, maintenance, and accountability.
Support note:
If the customer cannot see the option, cannot save the record, sees different fields, or receives an error, they should contact support with the module, record name or number, what they clicked, what happened, and a screenshot if possible.
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