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Welcome to the Equipment Manager Help Portal

Equipment Manager is designed to help make managing building service Equipment easier. Currently, this includes HVAC and Building Service Equipment like Fire Extinguishers, Sinks, and Exit Signs. Equipment Manager is designed to be used by two deciding factors, the Contractor, or the Owner/Property Manager. Both factors have very different outlooks on the tools used, but utilize the same basic elements.

With Equipment Manager, the system is comprised of five basic elements:
  • The Customer - Who owns the Job Site and Equipment.
  • The Client - Who resides directly in at the Jobsite and uses the Equipment.
  • The Job Site - Where the Equipment is located.
  • The Equipment - What is being tracked and serviced.
  • The Contractor - Who is doing the maintenance and servicing.
While these are the most important, there are numerous elements that assist in the proper functioning of the system. They will be broken down and explained in the sections and pages linked in this help file.
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Basic Elements

customers clients jobsites equipment contractors

The Two Factors of Equipment Manager.

As stated there are two factors that currently make up Equipment Manager. One is the Owner/Property Manager, the other is the Contractor. Everything that makes up Equipment Manager revolves around these two elements. Both have separate elements that they can see when logged into Equipment Manager.

Benefits of the Owner/Property Manager.

The Owner/Property Manager is designated the Customer in Equipment Manager. The software allows the Customer to request service and view the results of Inspections, Evaluations, and Service Reports. Customers can add Job Sites, Suites and Equipment as needed. Customers can also assign Building Engineer accounts to the system and assign them to Suites and Equipment. The Building Engineer is a single user that has mobile access to view Equipment information and request service from the Contractor. With Equipment Manager, this is all as simple as scan and click. Customer users can also create Lock Out Tag Out procedures that must be followed by the responding Tech. This along with the ability to store digital information such as manuals, images, and text about any piece of Equipment makes Equipment Manager a great tool.

Benefits of the Contractor.

The contractor is the main use of Equipment Manager. Tracking Equipment, Technicians, and the service preformed. Currently there are a number of elements that can be tracked by Equipment Manager for the Contractor. Equipment, Customers, Job Sites, Technicians, Vendors, and even vehicles. Equipment Manager allows the contractor to instantly submit forms for Service, Evaluation, Inspection, and Replacement. Equipment Manager allows this information to be passed back and forth between the correct people so that the work flow process is quick and efficient. New features allow Contractors to track parts and labor and forward this information into billable invoices to be sent quickly to the Client or Customer. With everything in its place the process can be completed, worry free, quick and efficient.