Equipment register

What it's for

The equipment register lists the live equipment at one customer's service sites. Your branch access limits which sites and units appear. Decommissioned equipment and deleted service sites are excluded.

The route is /customers/<customer>/equipment. Use the customer name above the list to return to the customer record.

Tabs

This page has one equipment list, with no tabs.

Panels and controls

Search the list by equipment, serial or service site. Select equipment to open its record. Each row shows its service site, current agreement coverage, warranty state and expiry, and last recorded service date. Select an agreement name to open that agreement.

Agreement coverage includes current agreements for the site or the whole customer account. Last service includes imported service history. A dash means no date is recorded; an unknown warranty means its status has not been recorded.

Export CSV downloads the full register within your branch access, including agreement references and service dates. Search filters on this page do not narrow the download.

What it accepts

This is a read-only list. It does not change equipment, agreements or service history.

How to configure it

There are no settings on this page. Your branch access determines which records you can see.

Who can see it

This screen requires access to Customers. Owners, office managers and dispatchers have that access by default. Technicians cannot open it or download its export. Custom roles follow their assigned area access.

See Roles & permissions.