Manage Tools and Equipment

ServiceVisit lets you track individual tools and equipment by serial number. You would use it to know which unit you own, where it is, who has it, and when it is due for maintenance.

You add a unit for a catalog item that is marked serialized and is a tool or equipment item. Each serial number must be unique within your business. A unit can carry an asset tag, purchase and warranty dates, and a maintenance interval, and the next maintenance due date is worked out from the interval and the last maintenance date.

From the Tools & Equipment page you can use Check out to me to take a unit yourself, return a unit to a location you choose, or Retire it. Retiring a unit is a status change, and the unit stays listed. Check-outs and returns are recorded as movements, so the ledger shows where each unit has been.

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