Equipment Manager is designed to help make managing Building Mechanical Equipment easier. At the current time, this includes HVAC and Building Service Equipment like Fire Extinguishers, Sinks, and Exit Signs. Equipment Manager is designed to be used in two deciding factors, the Contractor, and the Owner/Property Manager. Both factors have very different outlooks on the process, but utilize the same basic elements.

With Equipment Manager, the system is comprised of five basic elements:
  • The Client - Person or organization responsible for paying invoices.
  • The Customer - Owner or Property Manager who owns buildings (known as Job Sites)
  • The Job Site - Single physical structure where Equipment is located.
  • The Equipment - Items installed at Job Sites being tracked and serviced.
  • The Technician - The Technician preforms the work that ties all these elements together.
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.
EM Dave!

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 a person of contact on a Job Site called a Building Engineer 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 any assigned 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 user of Equipment Manager. Tracking Equipment, Technicians, and the services performed are all main factors of using Equipment Manager for the Contractor. Equipment Information, Customers, Job Site Information, Technicians, Vendor Locations, Purchases, Bills, and Technician Time. With Equipment Manager the contractor is able to instantly submit forms for Service, Evaluation, Inspection, and Replacement. EM 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.