Equipment-Connect

Before you can add a piece of equipment in HQ, the Make then the Model of the equipment must exist in HQ as well as the location the equipment resides in. Locations is mentioned earlier in the document.

Makes and Models Overview

In HQ, go to Admin/Makes. Always perform a Search to confirm if the make already exists or not. If it does not exist, click the + sign to create the Make.

Click the appropriate link to directly access the relevant topic within this article.

What is the purpose for having makes and models?

What is a make and how do I create one?

What is a model and how do I create one?

How do I mass assigned a checklist to multiple models at once?

Purpose

For equipment that you service to be able to exist in HQ the equipment's make must exist first, then the model. Once the model exists, the equipment can be created.

Makes

An equipment's make refers to the manufacturer or company that produced or built the equipment. It identifies the brand or origin of the equipment, providing information about the company that designed and constructed it. The make of a piece of equipment is a key detail used to categorize, identify, and differentiate various products in terms of their source and manufacturing origin. NOTE: If integrated, the make will automatically be created with the 'Makes' agent that runs daily. As well as once integrated, the makes and models will automatically be created as work orders are dispatched with associated equipment.

To create a make, follow these steps:

1. In HQ, go to Admin/Makes. Click the '+' sign.
2. Enter the Name and Company Reference.

3. Click [Save].

   

Models 

ModelsAn equipment's model refers to a specific variant or version of a product that a manufacturer produces within a particular product line. It distinguishes between different iterations or configurations of the same type of equipment. The model typically carries a unique alphanumeric identifier or name assigned by the manufacturer to differentiate it from other similar products they offer. The model number often provides important details about the features, specifications, and capabilities of the equipment, helping users and technicians identify and select the exact product they need.

IMPORTANT: When a PM is dispatched in the Service app , a checklist is required to be assigned to the associated equipment's model in order to be able to dispatch the work order. The checklists are assigned on a per Model basis. NOTE: Checklists must be created in Admin/Checklist to assign to Models. To learn more about creating checklists & assigning them click here.TIP:  If you do not see the desired filters, click the ‘funnel’ icon to enable. Click here to learn more.

To create a model, follow these steps:

1. In HQ, go to Admin/Model. Click the '+' sign.
2. Enter the Model Name and Company Reference.
3. Select the respective Make.
4. Select the respective Checklist.

5. Click [Save].

   

Equipment

As mentioned previously in this section, the equipment’s make and model must exist in HQ as well as the equipment’s location that it resides in.  To create a piece of equipment, in HQ go to Admin/Equipment. You can use the filters to search the respective equipment to confirm that it does not already exist. TIP:  The search filter allows you to search by serial number. If the equipment does not exist, click the + sign to create.  Click here to learn more.