Equipment FAQ
What is the difference between an item and a piece of equipment?
Section titled “What is the difference between an item and a piece of equipment?”An item is a quantity of interchangeable stock. A piece of equipment is one individual unit with a serial number, a location, a warranty and a history. Fitting the sixth camera off the shelf takes one from stock; tracking that camera at the client’s site afterwards is equipment. See how equipment works.
When should I convert an item into equipment?
Section titled “When should I convert an item into equipment?”When somebody will call you back about it. Anything you will service, repair, honour a warranty on or put on a contract is worth tracking as a unit; anything used up on the job is not. Only non-consumable items can be converted — see turning items into equipment.
What is the difference between My Equipment and Client’s Equipment?
Section titled “What is the difference between My Equipment and Client’s Equipment?”Ownership. My Equipment is yours, used by you or leased out. Client’s Equipment belongs to the client and you look after it as their service provider. The page is the same; what you do with the unit is not.
Can I move a unit from one client to another?
Section titled “Can I move a unit from one client to another?”Yes — Transfer Ownership in the ≡ menu. Jobs and contracts raised by the previous owner stay as they are, and the new owner is linked only to new jobs. See equipment actions.
How do I find one unit among hundreds?
Section titled “How do I find one unit among hundreds?”Switch to Table View and search by name, model number or serial number, or scan the QR code or barcode on the unit itself. See finding equipment.
How do I know whether something is still under warranty?
Section titled “How do I know whether something is still under warranty?”The unit’s Warranty field shows the expiry date, worked out from the warranty start date and duration. Sorting the equipment table by Warranty Expiry Date shows what is about to run out, and a unit named on a job shows Under Warranty on the job form.
What is the difference between status and condition?
Section titled “What is the difference between status and condition?”Status is where the unit sits in your process — available, ready to deploy, deployed. Condition is what the engineer found when they last looked at it. A deployed unit can still be faulty. Both lists are yours to define in equipment settings.
Should I delete a unit that is out of service?
Section titled “Should I delete a unit that is out of service?”Archive it instead. Deleting takes its history with it, which is the part you will want if a question comes up about work you did on it. See equipment actions.
How do I bill for equipment I have out on hire?
Section titled “How do I bill for equipment I have out on hire?”Either on an equipment leasing contract, which bills the rent on a schedule, or on an invoice for a one-off hire. A flat rate charges the same every cycle; a daily or hourly rate charges the time the unit was actually out, from deploy to undeploy. See equipment on contracts.
Why is a leased unit not billed yet?
Section titled “Why is a leased unit not billed yet?”A usage-based rate cannot be worked out until the unit comes back, because the charge runs from the deploy time to the undeploy time. Leaving equipment on site at the end of a job keeps it deployed and the meter running.
What is a part, and when should I use one?
Section titled “What is a part, and when should I use one?”A part is a component tracked inside a unit — a lens module in a camera, a compressor in a chiller — with its own model and serial number. Use parts when replacing one component is the repair you actually do. See parts on a piece of equipment.
What are My Tools for?
Section titled “What are My Tools for?”The kit your fieldworkers carry, rather than anything installed or leased. A tool is assigned to a person, not deployed to a site, and shows the jobs it is booked out on. See my tools.
Can a unit be on more than one contract?
Section titled “Can a unit be on more than one contract?”Yes. Equipment Used In Different Contracts on the unit lists them all, and Add Contract puts it on another.