Makes and Models Overview

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 model and how do I create one?

What is the difference between a Checklist vs. a Secondary Checklist?

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:

In HQ, go to Admin>Makes. Click the '+' sign.
Enter the Name and Company Reference.
Click [Save].

Models

An 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>Checklists to assign to Models. To learn more about creating checklists & assigning them click here.

To create a model, follow these steps:

In HQ, go to Admin>Models. Click the '+' sign.
Make: Select the Make.
Model: Enter the Model Name and Company Reference.
Checklist: Select the Checklist that is to be used for regular scheduled maintenance.
Secondary Checklist: Select the checklist to be used for extended maintenance (e.g., 1000 hours). NOTE: The secondary checklist will only be used if the Work Order Type 'Use Secondary Checklist' is enabled.
Click [Save].

Secondary Checklists

Use this feature for non-routine service, such as annual maintenance. When a work order is dispatched with a work order type configured to 'Use Secondary Checklist,' the system automatically pulls the specific checklist mapped to that equipment model.

Setup: Enable this automation via Admin > Work Order Types by toggling the 'Use Secondary Checklist' option for the relevant work order types. Click here to learn more about Work Order Types.

Model Attachments

In HQ only, users have the ability to add PDFs, pictures and URL link attachments to a Model and these can also be viewed by the technician in the Service app within a Work Order in the Equipment Details screen. NOTE: Technicians can NOT add any attachments to Models within the Service app.

To add an attachment to a Model within HQ, follow these steps:

HQ>Admin>Models>select the Model to add an attachment to,>select the 3 dots to the right> select Details

In the Attachments card select Upload to add pictures and/or PDFs. Select Add Link to add a website URL to the Model.

Once an attachment is added, this is viewable in HQ within the details screen of the Model. As well as within the Service app for the Technician to view & reference.

To view pictures/PDFs added in HQ: select View All. To view a URL attached, select the URL link.

Within the Service app, the Technician can view Model attachments that have been added by selecting the View Details button within the Equipment Card of a Work Order details screen. Then at the bottom of the Details screen they can view any attachments added for the Model