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Settings

Overview
Personal Settings
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Integration
Equipment Settings

Equipment tracking allows you to create and maintain records for your customers' servicable equipment.

Note: This feature is not available in all price plans.

Status

Built-In Fields

Field Name Type Enabled Required  
Equipment Type List
Edit List Values
Manufacturer Text
 
Model No. Text
 
Serial No. Text
 
Reference No. Text
 
External ID Text
 
Notes Text
 
Service Interval & Installation Fields
Next Service Date Date
 
Service Interval Text
 
Installed On Date
 
Purchase Date Date
 
Where Purchased Text
 
Warranty Expiration Date Date
 

Custom Fields

NOTE: Trial accounts are limited to 3 custom fields.

No custom fields defined.