Equipment Management

Equipment Management feature in ServiceBridge allows you to assign an equipment item for a specific location and schedule the maintenance visits for that item. 

 

First of all, you need to create Equipment by pressing the universal add button (+): 

 

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The pop-up window appears and you need to enter the information about the equipment item. Keep in mind that Customer and Location are mandatory fields. 

You can also enter the manufacturer, model, serial number, part number and warranty details if you want: 

 

 

The field "Category" is only available for the franchises and has to be added by the Franchisor in the Equipment Settings. 

The field "Parent" is used for the equipment items that are parts of a bigger item. For instance, is we have a blower in a kitchen hood as a piece of equipment, the the kitchen hood would be a parent item. The field is not required, therefore if it does not have the parent item, you may leave it blank. 

 

SERVICE SCHEDULE

 

For any equipment item you can add the maintenance schedule. To do so, turn on the service by pressing the button on "Schedule service for this equipment": 

 

 

The field "Frequency" defines the number of days between service appointments for the equipment item. 

"Threshold" field is a number of days before and after the target date in which the equipment should be served. For instance, if you set the frequency for every 30 days and the Threshold is 2 days, it means that next time it can be served 2 or 1 day before or after the target date.

"Target date" field marks the date of the next service and it changes according to the frequency and threshold. If the frequency is set to 30 days, the threshold is set for 2 days and according to that, the service was done 28 days after the last target date, the new target date changes for 30 days after the actual service date. 

 

WORK ORDERS

Keep in mind that creating a schedule for the Equipment does not automatically create the Work Order for it. The reason for it is that if you have a threshold of two days and the target date is 8/31/2017, you can create a Work Order for 9/1/2017 if this day is more suitable for it. 

On the Equipment Details page you can press the "Create WO" button and the pop-up window appears:

 

 

In the "Create Job" window, you can see the Customer Information already pre-filled for you. You should fill in the Work Order information as usual, except that there is a possibility to mark the skills that are needed to complete the job, and the "Short Description" field is already pre-filled with the details about the Equipment item. However, the field is editable and you are able to enter some other information if you need. 

 

 

You can also change the default Equipment to others that are assigned for that specific customer if you need. 

 

LIST OF EQUIPMENT

If you want to see the list of the Equipment items that you have, you need to go to the Equipment section in the main menu. 

You can select the list of all items or pick a time range (Day/Week/Month/Range) which is shown according to the target date for that Equipment. 

if you mark the checkbox "Critical" at the top of the page, you will only see the items that are past due. If you mark the checkbox "Service Active", you will only see the items that have an activated schedule. 

If you want to see not only parent items, but also the sub-items, mark the checkbox "Show Subitems" because in the default grid sub-items are not shown:

 

 

In this grid you are also able create the work orders for a few Equipment items in bulk. Just mark the checkboxes next to the items and press the "Create WOs" button which appears after you select the items: 

 

 

Keep in mind that the Equipment has to have an active schedule and products or services attached. 

 

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