Equips Application Help
Getting Started
Locations
Equipment
Service Requests
- Change the location or equipment on a Service Request
- Create work from the field: Create Work vs. Quick Start
- Work a Job: notes, photos, parts, and status
- Pause a Job: Check Out, Stop Prep, and "on hold"
- Close a Job with the Complete Job wizard
- Print a Service Request
- Create and use checklists
- Create a service request
- Review a service request
- Assign or dispatch a service request
- Update status, close, or cancel a request
- Add notes, photos, and files to records
- Preview a Job, Start Prep, and Start Work
Reporting
Scheduling & Maintenance
Admin & Setup
- Add Bricks to your phone's home screen
- Add and manage users
- Review the audit log
- Add custom fields to your records (Data Model)
- Turn features on and off (Modules)
- Set up dispatch routing rules
- Create and customize tags
- Organization settings and request links
- Generate QR codes and request links
- Create a custom workflow (service-request statuses)
- Add a service provider
- Configure your profile and notifications
- Bookmark the request link on a computer