Equipment Request Overview

In HQ>Service>Equipment Requests, an HQ user can view and manage various types of equipment requests. There are several request types (reasons) that can be submitted: Add, Update Meter, Move to Another Location, Transport & Not Found at Location. TIP: If your company utilizes Tinnacity's Customer Portal for your customers, your customers can submit an equipment request to update an hour meter within the Portal and this will be found in the Equipment Requests screen in HQ.

For instance, a 'new equipment' request occurs when a technician identifies the need for equipment not available at headquarters. This could happen during on-site visits where the technician cannot find the equipment's serial number within the Service app to select from the customer's inventory. Upon submission, the request is automatically logged in HQ>Service>Equipment Requests.

On the other hand, a 'transport' request is made when a technician determines that the repair necessitates transporting the equipment to the shop due to its complexity.

The Equipment Requests screen offers two standard tabs: Pending and In Process, each reflecting the respective number of requests with those status options assigned to the request. Users can dynamically update the status of requests, with the tabs automatically adjusting to show relevant statuses. For instance, clicking on 'In Process' would filter requests to display those marked as 'Request Received' and 'In Process'.

Additionally, users can access detailed information, edit, or delete requests directly by selecting the corresponding options from a menu accessed via the three dots adjacent to each request.

For targeted viewing, users can utilize the 'Type' filter to focus specifically on requests with a particular type of request, such as 'transport", "move to another location", "not found at location", etc.