Adding and managing equipment history in the Sera tech app.
Sera allows for the tracking of equipment directly on the customer's account. This equipment may contain helpful data for tracking purposes, like Model number, Installation Date, etc and may be linked directly to jobs and warranties sold on invoices.
The customer's equipment information is visible in the Tech App on the Job Summary tab giving the technician easy access to this data for verification while on-site, simple entry of new equipment and ability to quickly add to the service history.
Once the technician advises that he has started the trip to the customer's location, the Job Summary tab will become available. Any existing equipment information will be listed under the Equipment header. There is a toggle at the top which will filter any Archived equipment. The Equipment Actions button contains the options to either Add Equipment or use the Generic Equipment Conversion tool.
To add a new piece of equipment, the technician will select the Equipment Actions button and then select Add Equipment. The first step will be to enter the Equipment Type, which will enable different components for entry below it. Enter the name of the equipment and any notes. Fill out any appropriate component fields and select the Save button at the bottom of the window.
An equipment card will now be visible under the Equipment header with the information that was entered.
If the technician needs to correct existing equipment information or archive any equipment that is being or has been replaced, the pencil icon to edit can be used to access the edit window for that specific piece of equipment.
Generic Equipment Conversion Tool
Equipment information that has been imported into your Sera account or equipment information that was entered prior to the addition of Equipment Types into our system is labeled with Generic Equipment Type and Generic Component Type. A conversion tool is present in the Tech App and the Admin Portal to allow for the proper categorization of those pieces of equipment, to allow for the addition of those pieces of equipment to warranty programs and to properly track a service history for that equipment.
The first step of utilizing the tool will be to add a new Equipment Type to the customer's account. This does not have to contain all of the specific component data, as those will be migrated from the generic equipment you are about to merge. Once the new piece of equipment is entered and saved. You will select Equipment Actions and then Generic Equipment Conversion.
Step 1 asks you to select the 'non-generic' equipment. This will be the newly created equipment.
Step 2 asks you to match up any generic equipment that is currently found on the customer's account with the new component types.
Using this Generic Conversion Tool will combine all mapped pieces into one single piece of equipment to allow for proper tracking of service history and a more clean appearance.
Adding Equipment to Jobs - Tracking Service History
To allow for the tracking of service history, the line items on invoices now contain an icon to allow for the capture of equipment.
Tip: All invoice tasks will now show an equipment indicator to the left that is color-coded by status:
- Blue with a green checkmark = equipment information has been provided
- Blue with no checkmark = equipment has been requested but not entered
- Gray = equipment entry is optional
If the indicator is selected, the Equipment Capture Wizard will open. From this window, technicians are able to link the line item that was sold to the equipment that line item pertains to. They can also mark the request as N/A if the requested type does not apply to this specific sale or choose to not complete the request in instances where the information is not yet available, such as a salesman generating the invoice wouldn’t have access to the serial number. Users can also add new equipment that doesn’t yet exist on the customer’s record through this Wizard.
Note: In the Equipment Capture Wizard, use the Add/Replace functionality if you need to add or replace existing equipment in the customer’s record.
Users can still add/manage equipment through the same process as before but they would not be able to link the equipment to line items building the work history.