Model Enquiry
The Model Enquiry facilitates the setup of equipment models within Service Geeni.
Equipment Makes and Types can be created and linked to the model itself. Standard service stock items can be linked at the model level to assist with booking preventative maintenance parts for Scheduled Jobs.
Custom specifications can be added at model level which will then be included on any equipment record created where the same model is linked. Default service schedules can also be created at model level which can then be included in a service contract where an equipment item with the same model has been selected. The model field is also available on the equipment enquiry screen, allowing filtering and sorting of equipment by model.
In Model Enquiry you can manage and edit your current Models and you can also add new Equipment Models.
From the Action Tray, you can edit or de-activate existing Models.
If you want to create a new Model Type, you can do this from the Model Enquiry tile in the Equipment Dashboard and select Add Equipment Module.
A window will open giving you multiple fields to populate and also, some more advanced features.
Let's start to fill in your new Equipment Model:
Firstly, give your equipment Model a name and add any relevant specification details.
The branch field is only relevant if you have multiple Branches configured within Service Geeni. By default, your current branch is selected, but if you remove the Branch, the Model will be made available to all your Branches in Service Geeni.
You can add a cost and a selling price. This is used when purchasing and selling equipment within Service Geeni using the Equipment Deal module.
Now add a Make from the drop-down list or select Add to create a new one.
Existing Makes can be edited here using the action tray. When adding a new one, the Make field is mandatory, but the Description field is optional.
Enter the details as required.
Add the Make from the list.
You have created an Equipment Model!