Let's get started!
The Equipment Overview Report provides an overview of equipment records across customer sites, including equipment details, service contract information, and upcoming service dates.
Use this report to:
Review equipment by site, make, model, type, or status.
Identify equipment linked to a Preventive Maintenance (PM) contract.
Check contract statuses and upcoming service dates.
Review active and inactive equipment records.
Getting There
To access the Equipment Overview Report:
Open the Equipment module.
Select Equipment Overview.
The report will display using the default criteria.
Select Apply Filters to refine the results.
Choose the required filters, then select Apply to update the report.
Available Filters and Their Impact
Use the available filters to refine the equipment displayed in the report:
Site: Filters the report by the customer site the equipment is assigned to.
Tip: Use this filter to focus on equipment for a specific customer or location.
Equip. ID: Filters the report by the unique Equipment ID.
Tip: Ideal when searching for a known or specific equipment item.
Equipment Make: Filters the report by the equipment manufacturer or brand.
Tip: Useful for analysing equipment supplied by a specific manufacturer.
Equipment Model: Filters the report by equipment model.
Tip: Helps group and review similar equipment configurations.
Type Enquiry: Filters the report by equipment type.
Tip: Use this to narrow down equipment by category.
Equipment Status: Filters the report by the current equipment status.
Tip: Useful for separating active, inactive, or other status types.
Service Contract: Filters the report by the associated Preventive Maintenance (PM) contract.
Tip: Helps identify equipment linked to specific maintenance agreements.
Report Tabs
The report separates active and inactive equipment into two tabs.
View Active Equipment
Displays equipment records currently marked as active, including site details, equipment information, contract information, and the next service date.
View Inactive Equipment
Displays equipment records currently marked as inactive.
Use this tab to review equipment that is no longer active while retaining access to its historical record.
Column Breakdown and Key Fields
Each row in the report represents an equipment record.
Column Name | Description |
Equipment ID | The unique identifier assigned to each equipment record |
Description | The descriptive name or details of the equipment |
Make | The manufacturer or brand of the equipment |
Model | The specific model designation |
Type | The classification or category of the equipment |
Site ID | The unique identifier of the customer site |
Site Name | The name of the customer site associated with the equipment |
Serial Number | The manufacturer-issued serial number |
Contract No. | The PM contract number linked to the equipment (if applicable) |
Contract Status | The current status of the associated contract |
Next Service Date | The next scheduled service date for the equipment |
The Contract Status and Next Service Date columns can be used together to check whether equipment is covered by a service contract and identify upcoming service requirements.
The Equipment Overview Report is a key tool for maintaining full visibility of equipment across all customer sites within Service Geeni.
By using this report, teams can:
Track both active and inactive equipment records.
Monitor upcoming service schedules to prevent missed maintenance.
Verify contract coverage and identify gaps in service agreements.
Analyse equipment distribution by site, type, make, or model.
Regularly review this report - especially the Active Equipment tab - to ensure all equipment is properly maintained and scheduled for service. Applying targeted filters will help you quickly identify critical equipment and focus on actionable insights, improving overall service efficiency and asset management.