Work Order Equipment for Commercial Admins

Work Order Equipment

Adding Work Order Equipment will be necessary for Preventive Maintenance, but can also be assigned by staff members to existing work orders. In this article, you will learn how to manage Equipment in the admin portal.

Step 1

Upon logging into the  Admin Portal, select Operations, then select Equipment, followed by Equipment Categories. 

Step 2

Select Add Category on the right side of the screen to add a new equipment category. (I.E. HVAC)

Step 3

Name the category and select Submit. 

To edit an existing category, select the three dots next to an existing equipment category, and select Edit Category.

Step 4

Add equipment to a category by selecting the three dots next to the work order category, and selecting Add Equipment. Enter all equipment information and select Submit to complete the action.

Step 5

You can also add equipment by selecting Equipment from the top navigation, followed by Add Equipment. Enter the equipment information and select Submit to complete the action.

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