Client's equipment

Client’s Equipment holds the units your clients own. You did not keep them — you sold them, installed them, or were called in to look after them — but you still need to know everything about them, because you are the one who gets the call when one fails.

The client's equipment page: the unit list on the left, the selected unit in the middle, its activity on the right

Equipment → Client’s Equipment

Who owns it

The unit's heading: 5MP IP Camera, tagged EQUIPMENT, with the line "John Fitzgerald (Test)'s equipment and we are working as a service provider"

Equipment → Client’s Equipment → the selected unit

Every client unit names its owner across the top and states the relationship: their equipment, and you are working as a service provider. Ownership can move — see Transfer Ownership in equipment actions.

The list

The client equipment list: each unit with model and serial numbers, the client's name, the site address and the current status

Equipment → Client’s Equipment

Alongside the model and serial numbers, each row carries the client and the address the unit is installed at, so two identical cameras at two sites never get confused. The badge shows its status — Deployed, Ready To Deploy, Available.

A unit made up of components also shows a Sub Part(s) count; see parts on a piece of equipment.

Status and condition

The status card: Status Deployed, Last checked Condition Operational, and the full site address as Current Location

Equipment → Client’s Equipment → the selected unit

Status is where the unit is in its life — Ready To Deploy before it goes in, Deployed once it is installed and working.

Last checked Condition is what the fieldworker reported the last time somebody looked at it — Operational, or whatever conditions you have defined in equipment settings. Status is administrative; condition is the engineer’s verdict.

Current Location is the full site address, which is what the fieldworker navigates to.

What it has been through

Equipment Activity listing three Installed entries, the most recent showing job CCT-12, the fieldworker Liam and the date

Equipment → Client’s Equipment → the selected unit

Equipment Activity is the unit’s life story: each entry names what happened, the job it happened on, who did it and when. Status History underneath records every change of status, so you can see when a unit went from ready to deployed.

This is the payoff for tracking units individually. A year later, “when was this camera installed and by whom?” is a question with an answer on the screen.

Where client equipment comes from

Sold and invoiced — Convert Into Equipment on the invoice promotes non-consumable lines onto the client’s record. See invoice actions.
Fitted on a job — the items table has Convert Items Into Equipment, and the job form has Add new equipment for installation for a unit going in now. See equipment on a job.
Added directly — Add Equipment here records a unit that was already on site before you arrived, with the client, the site and the address filled in.

All three routes are covered in turning items into equipment.

What you do with it afterwards

Once a unit is on a client’s record it can be put on a servicing contract, named on a job, and reported on individually every time somebody visits it — see equipment on a contract and service and history.