Equipment Types

By |2021-07-15T15:38:46-05:00May 26th, 2021|Comments Off on Equipment Types

Introduction

The Equipment Type form allows you to create different types to classify your equipment. Examples might include Gas Furnace, Electric Furnace, RTU, Heat Pump, A/C Unit, Gas Water Heater, Electric Water Heater, Power Backup Generator, and others.

Form Access

From the main menu, click Customers | Lists | Equipment Type List

Equipment Type List File Path

Equipment Type List File Path

Where the Field is Used

The Equipment Type field is found on the Serialized and Inventory Part item types. It is also used on the Customer Equipment form.

Form Fields

Equipment Type List

Equipment Type: This is where you enter a description of the type.

What Best Describes: Select the option that best describes the equipment type you have created.

Tips

A Serialized item might contain additional fields on the Accounting tab. They relate to AFUE, Heating Capacity, SEER, and Cooling Capacity. These fields will be visible depending on the Equipment Type selection on the General tab.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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