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Equipment Management

The equipment section allows you to track and manage cleaning equipment including test and tag details and repair history.

1. Go to CRM -> Equipment

2. Click on “Create”

Create button

3. Fill in the Equipment details and save

Select Client, Site and enter Type, Model and Serial Number of the Equipment.  

Fill in the optional details including test and tag date, condition and value depending on the needs.

Add Equipment

3. The equipment will appear on the list

Equipment List

4. Click on the view icon to view or manage the Work Order

View Equipment

5. Click on “Add Note”

Add note

6. Add notes to the the equipment


7. Click on “Add Repair”

Add Repair

8. Add repair date, cost and description to the the equipment

Repair Details

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