📍 Where can I find this module?
Main menu > Support
Introduction #
The Equipment module allows you to track hardware and equipment deployed at your customers' sites or used internally. Each record stores identification information, key dates (purchase, warranty, end of life), and manufacturer/supplier references. It is accessible via Customer Support > Equipment.
1. Create an item #
Click on Add Equipment from the module list.
General information:
- Name: the name or description of the equipment (required)
- Status: the condition of the equipment (in service, out of service, under maintenance, etc.)
- Serial number: the equipment's unique serial number
References:
- Supplier reference: the supplier's reference number
- Manufacturer's part number: the manufacturer's part number
Dates:
- Date of purchase: the date of acquisition
- End of warranty: the expiration date of the manufacturer's warranty
- End of life: the expected end-of-life date
Additional information:
- Purchase price: the acquisition cost
- Image: a photo of the equipment
2. Warranty Tracking #
The field Warranty Expiration allows you to track the coverage for each piece of equipment. You can filter the list of equipment to identify those whose warranty is about to expire.
Good to know: Set up a workflow to receive automatic alerts when a piece of equipment is nearing the end of its warranty period.
3. Frequently Asked Questions #
How do I link equipment to a customer?
Equipment can be linked to a customer account or a site using the relationships available in the record.
Can I view the history of service calls for a piece of equipment?
Yes, support tickets and maintenance calls can be linked to a piece of equipment, thereby creating a complete history.