Most service companies maintain various types of equipment that is on the balance sheet of client companies, and they need to monitor its condition and resolve incoming requests. In this regard, there is a need to receive reports, have access to the history of requests related to the maintenance of equipment, etc.

All this allows you to realize the “Equipment” module.

You can create equipment in the company card, in the “Contacts” menu. The section stores all the equipment existing in the system. When creating equipment, it is possible to enter the article number, serial number, name and description of the equipment:

The parent category allows you to create a tree structure for equipment cards. For example, by selecting Computer as the parent category, you can add all of its components.

When creating a request, the user will be able to add the equipment to which the request belongs, and the employee will be able to edit this information in the future. Also, when clicking on any equipment, you can view its card, where you can add a note and view the history of requests that are associated with the selected equipment.

When creating reports by default the system unloads all equipment from the request into one cell, usually clients use one equipment in one request. In case you have several pieces of equipment in your request, the system offers the possibility to get each piece of equipment separately.

You can unload the report on equipment utilization using the Export of requests, having previously created the necessary template in the Export Templates section.

The following tags are for equipment unloading:

• {equipment_name_*} - equipment name;
• {equipment_article_*} - article number;
• {equipment_serial_*} - serial number;
• {equipment_text_*} - equipment description.

Where * is an integer, the calculus starts at 1 (to get the first equipment specify {equipment_name_1}, to get the second specify {equipment_name_2}, etc.).