Add medical equipment

Equipment records show installed assets at customer sites.

Screenshot needed: Equipment list page with create action

Screenshot needed: Create Equipment page

What this is for

Use equipment records to track serial numbers, customer ownership, warranty, PM schedules, service history, and documents.

Who uses it

Office admins, service teams, sales teams, and owners.

Steps

1. Open Equipment.
2. Click Create Equipment.
3. Select the customer.
4. Enter the equipment name, serial number, model, location, and installation details.
5. Save the equipment record.

Important notes

Serial number and customer selection are important for later service and warranty tracking.

Common mistakes

• Registering the same equipment twice.
• Entering the wrong customer or department.
• Skipping serial number when it is available.