Customer Equipment Classes

Overview:

The Customer Equipment Classes window allows you to define the various classifications of customer equipment you maintain, such as air handling units, boilers, or roof top air conditioning units. You use these classifications to identify characteristics and rules common to a given customer equipment classification. These include:

• Lists of valid manufacturers, models and capacities.
• Class specific attributes you want to track about equipment in that class.
• Meter types associated with the class.
• Standard tasking estimates and material lists for use in quoting.
• Task based question sets that can be used for inspections or preventive maintenance checklists.
• Standard component structures, similar to a bill of materials, for variations of the class.
• Regulatory agencies that govern the class of equipment.
• Rules regarding what information is required when setting up equipment with that class on the server and mobile devices.

Benefits:

• Useful for defining the various classifications of customer equipment that you maintain 
• Ability to track certain specific information within each class

Roles:

• Service Management Setup Manager

Location:

• Service Management > Customer Information >  Customer Equipment Maintenance > Setup > Customer Equipment Classes

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