How do you register customer equipment in Field Service?
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The equipment register forms the basis for service agreements and service history. This guide shows you how to set it up without drowning in data.
- 6 steps
- Total time: 1 h 15 min
- Preparation: 30 min
- Result: An equipment register that technicians find useful
Required tools
- Dynamics 365 Field Service — Standard access to customer equipment.
Register
1.Link the equipment to the customer and location
If the customer has multiple locations, make sure the correct one is selected. Otherwise, the technician will travel to the wrong address, which is a costly mistake.
2.Enter the serial number and model
The serial number is key. Without it, you cannot distinguish between two identical units, and the history becomes worthless.
3.Set installation date
The basis for the warranty and maintenance interval. If it is unknown, enter an estimate and mark it as uncertain rather than leaving the field blank.
Start using it
4.Link the work order to the equipment
Each order must be linked to the unit it applies to. This is what builds the history; without that link, you only have a register.
5.Use hierarchy where it makes sense
Assets with components can have sub-equipment. Keep it to two levels—anything deeper will not be maintained.
6.View your history on mobile
The technician should review previous jobs on the unit before walking through the door. That is the practical benefit of the entire register.
Discussion
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