Technicians can document customer equipment directly in the field to ensure accurate records for service history, warranty tracking, and ongoing maintenance. Equipment can be added from within the Customer Profile, and data fields are defined by your company through the admin portal.
How to Access Equipment
- Navigate to the Customer Profile
- Either from the Job Summary or by using the Customer search in the main menu
- Tap the Equipment tab at the top of the profile
How to Add New Equipment
- Tap + icon to add new equipment
- Fill the field provided:
- Equipment Name and Type selected will open additional fields depending on your company's setup:
- Manufacturer
- Manufacture Date
- Installation Date
- Model Number
- Serial Number
- Location
- Included Warranty
- Add any notes related to the equipment, if applicable
- Changes are saved automatically
- Equipment Name and Type selected will open additional fields depending on your company's setup:
Tip: If Bluon is enabled in your account, you will see a Help line item for the model, if applicable. There is also a calculated age field based off Installation Date entered within the component.
Editing Existing Equipment 
From the Equipment tab, tap on an existing item in either the Active or Archived header:
- Review and update any fields as needed
- Changes are saved automatically
Why Track Equipment
Keeping detailed equipment records helps:
- Identify parts for service or replacement
- Track installation dates and service history
- Support warranty claims or third party integrations (such as Bluon)
Best Practices
- Always double check model and serial numbers for accuracy
- Use the notes field for location information that might need more explanation than the Location field, or other unique observations
- Update equipment records during every major service or install
If you don't see the equipment you expect or you need additional clarification, contact your office admin or Sera Support for assistance.