Equipment Setup

Prerequisites

  • Setup
    To add equipment, you must:

  • Permissions
    To add contacts, you need:

    • Minimum permissions for the FieldFX modules you are using

    • System permissions:

      • Manage Sharing

      • View Setup and Configuration

Basics

Equipment records represent machinery and tools used on jobs.

How it Works

When you add an equipment record, you can:

  • Dispatch the equipment to jobs

  • Add the equipment to quotes

  • Add the equipment to tickets

  • Add the equipment to work orders

Relationship with Catalog Items

You must link equipment to a catalog item.The equipment then inherits the catalog item’s description and ticket item record type.

You can only link an equipment record to one catalog item.However, you can link a catalog item to multiple equipment records.

You can link multiple equipment records for a catalog item if:

  • You have multiple pieces of the same catalog item.

  • You want to link multiple pieces of equipment together.

Adding Equipment

  1. Access FieldFX Back Office

  2. Open the Equipment tab

  3. Click New

  4. Complete the following:

    1. In Name, enter the equipment’s name

    2. In Catalog Item, select the catalog item to link to the equipment

    3. In Unit Number, enter equipment’s unit number

    4. In Office, select the office responsible for the equipment

    5. In Description, enter a description of the equipment

    6. In Serial Number, enter the equipment’s serial number

    7. In Manufacturer, select the equipment’s manufacturer

    8. In Owner Company, select the customer that owns the equipment

  5. Click Save

  6. Configure sharing settings to grant access to the equipment