Skip to content
Contact us
  • There are no suggestions because the search field is empty.

Mobile App: Managing Equipment

The Equipment feature in the Sera mobile app allows you to view, add and update equipment details for each customer.  You can also access service history to see past work performed on specific units, giving you the context you need to diagnose and resolves issues efficiently. 

Accessing Equipment

From Job Summary, tap Equipment.  You will see a list of all equipment currently associated with the customer's service location.  You will also have full access to any archived, past equipment at this location under the Archived tab

Adding New Equipment

On the Equipment tab, hit the plus sign to add new equipment

Fill our the Equipment name and select from equipment types customized by your company. 

Based on the equipment type selected, you can see various components populate.  Enter the applicable data for those components, including manufacturer, manufacture date, installation date, model number, serial number, location and included warranty.  Component related details are optional, so feel free to leave any blank that do not apply.  

Tap Save to add the equipment to the customer's record

Ensuring complete and accurate equipment information can assist with troubleshooting issues both now and in the future and can help when building service history for this equipment. 

Editing Existing Equipment

Tap any piece of equipment in the Components section to edit

Expand any of the components by using the plus button

Update any of the available fields within the component by selecting the current value

Equipment edits are automatically saved, so there is no need to manually save during the edit process.

Archiving Equipment

If this piece of equipment is no longer needed and/or is being replaced, tap components to edit and select the Archive button at the very bottom. Verify your intent to archive by selecting Yes from the pop up  

Unarchiving Equipment

If the equipment was accidentally archived, you can unarchive it in the same fashion.  Locate the piece of equipment in the Archived tab.  Select the components to edit and tap Unarchive to reinstate this equipment at their address

Reviewing Equipment Service History

Scroll to find the piece of active equipment for review 

Some detail such as the equipment name, equipment type, oldest component age, and last serviced date are visible from the outside card for quick reference.

Select Service History

You will see a timeline of past jobs that have been linked to this equipment, including date of invoice, linked task name, invoice and job numbers and opportunity owner from that service

Best Practices

  • Always add or update equipment during the work - install, repair, etc to ensure valid data is entered and accurate and up to date records are kept for this customer's location
  • Use clear notes to help future technicians understand what's been done or observed
  • Reference the service history before starting work to ensure proper diagnostics or repairs