Add custom fields in the equipment section.
Mike Quesada
Example in the HVACR industry there is extra information that is important to know before going out to a job. Such as filter size, belt size, refrigerant type, ect.. Just makes sensor that information to be post in the equipment section for easy finding, and NOT having to plug in as a note. I wish Workiz would focus more on the imports of the equipment feature and look at the suggestions in this category. This is a big plus in the HVACR and appliance repair businesses!
Daniel Davidson
Can you not add that information to the notes section under that piece of equipment? I’m HVAC also. When I create “third party equipment” after model and serial number, at the bottom, there is a “notes section” which is specific to that piece of equipment. I always add cap sizes, fan specs, belt and filter sizes, etc. This notes section is equipment specific, not job or client specific. Seems to work for me.