Add equipment
What it's for
Add equipment registers a unit onto a customer's service site. Equipment is the spine of the product — jobs, agreements, inspections, and forecasts all hang off a unit — so this form is where a site's install base gets built.
Reach it from Register unit on the Equipment list (which sends you to the
customer picker first), or from a customer's Equipment tab. The route is
/customers/<customer>/equipment/new.
Tabs
The form has no tabs. It is one page: identity, then nameplate detail, then warranty and meter.
Panels and controls
Nameplate photo
Take a photo of the unit's data plate and the form reads what it can off it, filling in make, model, serial, and the rest for you to check. It is a shortcut, not a substitute — every field it fills stays editable, and if the photo will not read the form says so and lets you type instead:
- "Please choose a photo of the unit's nameplate."
- "That image is too large — please use one under 12MB."
- "Couldn't read that nameplate. Try a clearer, well-lit photo — or enter the details by hand."
Identity and location
Equipment type, Service site, Branch, and Zone. Zone is the sub-location within a site — which roof, which mechanical room — and it is what stops a technician hunting for RTU-7 across a campus.
Nameplate detail
Make ("e.g. Carrier"), Model, Serial number, Install year ("e.g. 2019"), Refrigerant, Tonnage ("e.g. 3"), and EPA appliance class.
Warranty
Warranty status, Warranty start date, Warranty expiry date, and Warranty terms. These dates drive the warranty column on the Equipment list, the warranty view filter, and part of the unit's risk score, so a unit with them filled in is a unit the product can reason about.
Meter
Meter unit and PM threshold ("e.g. 2000") turn on usage-based maintenance for this unit: once the meter passes the threshold, the unit reads as due. Leave them empty and the unit is scheduled by time alone.
Notes is free text for location, access, and condition.
No service site yet is the empty state — a unit needs somewhere to live, so add the site first.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Equipment type | Pick a type | Yes | Types come from the trades your shop has enabled |
| Service site | Pick a site | Yes | The unit has to belong somewhere |
| Nameplate photo | An image under 12 MB | No | Used to pre-fill the fields below |
| Branch / Zone | Pick one | No | Zone is the sub-location within the site |
| Make / Model / Serial number | Free text | No | Serial is what field staff search on |
| Install year | Four digits, e.g. 2019 | No | Drives the age signal on the risk score |
| Refrigerant / Tonnage | Free text, e.g. 3 | No | |
| EPA appliance class | Pick a class | No | Drives refrigerant compliance obligations |
| Warranty status / start / expiry | Pick, then dates | No | Drives the warranty column, filter, and risk signal |
| Warranty terms | Free text | No | |
| Meter unit / PM threshold | Free text, then a number e.g. 2000 | No | Both together turn on usage-based maintenance |
| Notes | Free text | No | Location, access notes, condition |
How to configure it
- Equipment types come from the trades your shop has enabled.
- Compliance settings decide whether EPA appliance class and refrigerant detail are required.
- Branches and zones on the site decide what those pickers offer.
Who can see it
This screen sits behind the Customers area.
Owners, office managers and dispatchers can open it. Technicians register equipment from the field app instead, on the job where they found it. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.