Equipment can be managed at both building and unit level. Encoding it lets you keep track of mandatory or recommended maintenance, its deadlines, the responsible party (owner or tenant) and the related documents.
Add equipment
In the left-hand menu, click "Properties".
Open the relevant building or unit by clicking on it.
Click the "Equipment" tab.
Click the "Add an equipment" button. A window opens.
In the "Equipment" field, select an item from the suggested list. If the equipment you need is not listed, type its name in the search bar to create it.
Click "Confirm". The equipment then appears in the table of the "Equipment" section.
Enter an equipment's details and maintenance
Once the equipment has been created, you can specify its details and maintenance rules.
In the equipment table, click the ⋮ (three dots) icon on the right of the equipment's row.
Click "Modify". A form opens.
Fill in the fields you need:
Name: the name of the equipment.
Reference: the make, model or any other identifier.
Maintenance obligation (optional): "Mandatory", "Recommended" or "No maintenance required".
Responsible for maintenance (optional): "Owner" or "Tenant".
Next maintenance (optional): the date of the next maintenance. Turn on "Recurring maintenance" if the maintenance should repeat.
History of the last maintenance (optional): click "Add maintenance history" to record maintenance already carried out.
Notes (optional): any additional information.
Files (optional): click "Add" to attach a file.
Click "Confirm" to save.
Other actions on an equipment
Using the ⋮ (three dots) icon on the right of an equipment, you also have:
"Add a maintenance": record a maintenance carried out on this equipment.
"Delete": remove the equipment from the property.