An equipment type (e.g. Boiler, Car, Pump) groups equipment that shares the same fields, attributes and checklist questions.
Once a type exists you can attach attributes to it and add equipment-specific
questions — including different questions per job type.
Steps
1. Go to System Settings.
2. In the left settings menu, click Equipment Settings.
3. In the Equipment Types box, click + Add Equipment Type. The New Equipment Type window opens.
4. Fill in:
Equipment Type Name – the type's name (required).
Default Checked State on Mobile – Checked or Not Checked. Sets whether equipment of his type starts ticked on the mobile job.
5. Under Equipment Type Options, choose how the standard equipment fields behave. Each row
(Title, Serial No, Working Status, Notes, Warranty Expiry, Next Service Due, Location At Site, What3words) has four toggles:
Hide – hide the field entirely.
Read Only – show but don't allow editing on mobile.
Mandatory (Mobile) – required on the app.
Mandatory (Office) – required in the office.
6. Click Save