Equipment Setup

Introduction

Equipment records represent machinery and tools used on jobs.

Prerequisites

To add equipment, you need to:

Have these permissions Complete these tasks
and review these topics
before continuing

  • Minimum permissions for the FieldFX modules you are using

  • System permissions:

    • Manage Sharing

    • View Setup and Configuration

How Equipment Records Work

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.

Add Equipment

  1. Access FieldFX Back Office

  2. Open the Equipment tab

  3. Click New and complete the following:

    Field Action

    Name

    Enter the equipment’s name.

    Catalog Item

    Select the catalog item to link to the equipment.

    Unit Number

    Enter equipment’s unit number.

    Office

    Select the office responsible for the equipment.

    Description

    Enter a description of the equipment.

    Serial Number

    Enter the equipment’s serial number.

    Manufacturer

    Select the equipment’s manufacturer.

    Owner Company

    Select the customer that owns the equipment.

  4. Click Save.

  5. Configure sharing settings to grant access to the equipment.