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Adding Equipment to Sites
The equipment module helps keep information on anything installed or maintained on sites. This information can be added to job sheets or contracts and can keep a log of the history of the equipment.
Creating New Equipment
First, select the contact in the ‘CRM’ module and go to the ‘Sites’ tab.
Double-click on the site and select the ‘Equipment’ tab.
Then click ‘New’ to create a new equipment entry.
You can then fill in the details for the new piece of equipment.
- ‘Warranty Expire Date’ includes a reminder option that will default to 30 days before the end but can be changed as required.
- The ‘Decommissioned’ tick box allows you to mark items that are no longer in use, without deleting them. They will not, by default, show in equipment lists when adding to job sheets and other modules within Clik Service. By decommissioning and not deleting, all history is kept and can be viewed at any time. If deleted, the history and links to job sheets will be lost.
- ‘Make’, ‘Model’, ‘Serial No’ and ‘Reference’ are all fixed fields. None of these have to be filled in by default but the more information added to the equipment item the more information is carried over to job sheets and planned work items.
Adding Classifications To Equipment
Below the standard fields is the ‘Classifications’ tab. This is where you can add additional fields to the equipment item.
To add a classification, click on the arrow next to the classifications button at the bottom left of the window and select ‘New’.
Any classifications previously set up for equipment will be listed already.
If you have a user-definable field you want to make available for equipment, click on ‘Edit’, select the field and tick the ‘Available’ field for equipment on the right side.
If you need to add a new item, go to ‘Edit’, click on the arrow next to ‘User Fields’ and select ‘New’. Add a description and set the type, then tick the ‘Available’ tick box for equipment on the right side.
This will create and save a new classification that can be added to equipment items.
