Setup
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      ⦿ Equipment Setup

      The Equipment Setup menu option allows you to set standard equipment values which can then be used in FieldPlus.

      Prior to assigning Equipment to Customer Job Sites standard equipment values will need to be assigned:

      • Equipment Warranty - Define warranty duration's that can be assigned to each piece of equipment in FieldPlus
      • Equipment Type - Define types of equipment that are sold and serviced. These types are available when creating and editing Job Site equipment. FieldPlus offers a list of default equipment types.
      • Equipment Manufacturer - Define manufacturers of equipment that are sold and serviced. These manufacturers are available when creating and editing Job Site equipment. FieldPlus offers a list of default equipment manufacturers.

      Add New Equipment Warranty Record

      1. From the Setup tab, click the Equipment Warranty tile.
      2. Click the Add Button button. A blank record is added to the display.
        empty warranty record-1
      3. Fill in the following information:
            • Name
            • Description
            • Duration Type (Day, Month, Year, Lifetime)
            • Duration Value (Length of Warranty based on Type)

         4.  Click the Save Checkbutton. 

      completed warranty record-1

      A confirmation message displays briefly:

      Equipment Warranty Success

        Add New Equipment Type or Manufacturer

        1. From the Setup tab, click the Company Codes tile.
        2. Select Equipment Type from the drop-down selector to view available equipment types.
          Equipment type selectorA default list of equipment types will display. This preset list is managed by FieldPlus and      cannot be edited or deleted.
        3. To create a new manufacturer, select the Manufacturers from the drop-down selector. A default list of manufacturers will display. This preset list managed by FieldPlus and cannot be edited or deleted.
          Manufacturers Selector
        4. Click the Add Button button. A blank record is added to the display.
        5. Type in the Name and Description of the Equipment Type or Manufacturer.Blank Equipment Type
        6. Click the Save Checkbutton.
          completed equipment typeA Confirmation message displays briefly:
          Equipment type success
                Note: Equipment Manufacturers and Types that a company adds can be edited by the                company.  Only the presets cannot be edited.