A client's equipment tab

Equipment(s) is every unit belonging to this client that you look after — the assets on their sites, not the tools your fieldworkers carry.

Clients → the selected client → Equipment(s)

The toolbar

• Search by Equipment, Model No, Serial No finds one unit among many. On a client with a hundred identical cameras, the serial number is the only thing that tells them apart.
• The All dropdown narrows the list by status.
• Filter by Site is the one you will use most on a multi-site client — it cuts the list down to the units at one building.
• 10 Columns Selected chooses which columns are drawn.

The columns

Column	What it holds
Equipment Name	What the unit is — click it to open the unit
Image	Its photograph, if one was added
Brand and Model No.	What it is
Serial No.	Which one it is
Warranty Expiry Date	When the cover runs out
Address	The site it is installed at
Status	Whether it is deployed, in stock or otherwise
Extra Field 1 and Extra Field 2	Anything else you record about units

The arrows beside Brand, Model No., Serial No., Warranty Expiry Date and Address sort by them.

Warranty Expiry Date is worth sorting on before you quote a repair. A unit still under cover is a claim, not a chargeable job — see creating a warranty claim.

Where to go next

Clicking a unit opens the equipment page, which is where the detail lives: service history, parts, contracts and the activity trail.

• Client’s equipment — units your clients own, the ownership line, and the trail a serviced asset builds up
• The equipment page — every section of a unit’s detail screen
• Equipment service and history — the jobs a unit has been on
• Adding equipment — putting a new unit on a client’s site