The Devices feature is used to manage all vehicles, machinery, and equipment related to customers. You will create a device when a customer brings their vehicle, machinery, or equipment in for repair for the first time.
Step 1: Go to the Devices menu and click New.
Step 2: The system will display the Add Device popup. Fill in the following details:
Code: Enter a unique identification code for the device.
Name: Enter the name of the vehicle, equipment, or machinery (e.g., Truck A123, Excavator X789).
Serial No: Enter the serial number, chassis number, or engine number (if available).
Customer: Select the asset owner (customer).
Model: Enter the specific model from the manufacturer (e.g., Toyota Hilux 2024).
Prod Date: Enter the manufacturing date.
Purchase Date: Enter the purchase date.
Warranty Starting Date: Enter the warranty start date.
Warranty Period Months: Enter the warranty period in months (e.g., 12 months).
Warranty Expiry Date: Enter the warranty expiration date.
Warranty Expiring Alert (Days Before): Set an alert to notify X days before the warranty expires.
Description: Enter a description of the device.
Main Image: Upload a main image of the device.
Device Images: Upload additional images of the device (if applicable).
Step 3: After entering all the necessary information, click the Save button.
Allows device migration from one client to another
Step 1. Go to Device detail -> select More -> select Transfer ownership
Step 2. Select a customer and click Confirm
