How equipment works

An item in your inventory is a quantity — six bullet cameras on the shelf. A piece of equipment is one individual unit with a name of its own: this camera, with this serial number, fitted at this address, under warranty until this date, serviced twice last year.

That is the whole difference. Once a unit matters as an individual — because somebody will call you back about it — it stops being stock and becomes equipment.

Everything else follows from that. A tracked unit carries a location, a status, the parts inside it, the jobs it has been on, the contracts it belongs to, and a history of every change.

Where equipment comes from

Most equipment starts life as an item you bought and held in stock. When you sell it, fit it or hand it over, you convert it — the stock line becomes a tracked unit on the client’s record. You can also add a unit from scratch, which is what you do for equipment you already own.

See turning items into equipment for every place a conversion can happen, and adding equipment for the form itself.

The two kinds of equipment

EyeOnTask keeps your assets and your clients’ assets apart, because you do opposite things with them.

	Whose asset	What you do with it
My Equipment	Yours	Use it yourself, or put it out on hire and bill for the time it is deployed
Client’s Equipment	The client’s	Install it, service it, repair it — you act as their service provider

A third entry, My Tools, is for the kit your fieldworkers carry rather than anything you install or lease.

Main menu → Equipment

What a unit carries

Open any piece of equipment and the same page appears — the client’s units simply name their owner across the top.

Equipment → Client’s Equipment

• Status and Current Location — what state the unit is in and where it physically is.
• Brand, Model No., Serial No., Category, Warranty, Notes — what identifies this individual unit.
• Technical Specifications — its QR code, barcode and user manual.
• Parts — the components inside it, each tracked in its own right.
• Equipment’s Service — every job done on it, past and upcoming.
• Equipment Used In Different Contracts — the agreements it sits under.
• Equipment Activity and Status History — what has happened to it and when.

Where equipment turns up elsewhere

Where	What happens there
Equipment on a job	Name the units a visit covers, so each one comes back with its own report; deploy, service or uninstall your own units on site
Equipment on a contract	Link the client’s units to a servicing agreement so every generated job arrives with them attached
Equipment leasing contracts	Rent your own units out, at a flat rate per period or by how long they were deployed
Invoice actions	Convert Into Equipment turns non-consumable invoice lines into the client’s tracked units
Equipment in the app	What the fieldworker does to a unit on site — service, replace, repair, relocate or discard it

The rest of this module

Page	What it covers
My equipment	Your own fleet — availability, tariff rate, deployment
Client’s equipment	Units your clients own and you look after
Adding equipment	The Add New Equipment form, field by field
The equipment page	Every section of the detail screen
Parts on a piece of equipment	Components, sub parts, and equipment used as a part
Finding equipment	Simple view, table view, search, filters and columns
Equipment actions	Set location, copy, archive, print, transfer ownership, edit and delete
Service and history	Jobs on a unit, activity, status history and fieldworker history
Equipment on contracts	Linking units to agreements, and billing leased time
Turning items into equipment	Every route from stock to a tracked unit
My tools	The kit your fieldworkers carry
Equipment settings	Categories, groups, conditions, brands and statuses
Equipment FAQ	Short answers to the common questions

Settings behind this module

• Equipment remark forms — Question sets answered against a single unit
• QR code and barcode template — The label you stick on a unit