What Makes Up Equipment Manager

With Equipment Manager, the system uses five basic elements to make up the System.

  1. The Customer – Owns/Manages Job Sites
  2. The Client – Financially responsible for paying for services provided
  3. The Job Site – Single physical structure where the Equipment is located
  4. The Equipment – Any asset that is tracked and serviced
  5. The Contractor – Company or individual providing maintenance and service

While these elements are the foundation of the system, thereseveral elements that go into making the system work. They will be broken down and explained in the sections and pages linked in this help file.

Basic Elements

Basic Elements

What is a Customer?

The Customer (also known as the Property Manager or Owner) is who owns the Job Sites and Equipment. Equipment Manager can be a powerful tool giving the Customer control to track service information about the equipment and make decisions on repairs and replacements. This helps Customers keep up with information and the health of their equipment. Customers can also assign what is called a Building Engineer to the system. This is explained in detail later, but a Building Engineer is a maintenance technician can perform service records, evaluations, and request service from assigned contractors.

What is a Client?

The Client is merely the person or company who pays the bills from the Contractors. You may create as many Clients as needed to manage invoicing properly. Job Sites are assigned to the Clients as needed to allow you to invoice several different entities for working on the same Job Site. Each Client allows Sub-Client contacts to be created. This allows you to deliver all invoices for a specific Job Site to unique individuals. The Sub-Client is generally the Job Site contact person who will give approval for repairs to equipment.

What is the Job Site?

The Job Site is a single physical structure where equipment is installed. All Job Sites are assumed to be owned by the Customer. Job Sites contain the equipment that is interacted with by the field technicians. Every item if equipment at a Job Site must have a unique Unit ID. No duplicate Unit ID’s are allowed at a single Job Site. Job Sites can be divided into Suites to better manage the equipment at the Site.

What is the Equipment?

The Equipment is the focal point of Equipment Manager. Currently Equipment Manager several types of HVAC equipment, including: RTU, Chiller, Cooling Unit / Heat Pump, Air Handling Unit / Furnace, Boiler, Unit Heater / Water Heater, Fan Control / Exhaust Fan, Pumps, Cooling Towers, and Variable Air Volume Boxes, etc. In addition, Equipment Manager is designed to handle misc. building equipment such as Alarm Panels, Fire Extinguishers, Restroom Appliances, and Emergency Lighting. Equipment may be assigned to a Suite, as well as a Floor to allow sorting and searching.

What is the Contractor?

The Contractor is the primary user of Equipment Manager. As a Contractor, you can assign Customers, Clients, Job Sites, Suites, and Equipment. You will also have the ability to track and archive forms such as Inspections, Evaluations, Replacements, and Service Records. As a bonus Contractors can track tools, vehicles, inventory, and vendors. The Contractor uses Equipment Manger to dispatch, invoice, perform inspections, evaluations, and replacement forms. All forms are managed in PDF format and accessible for all users with permission to the Customers/Job Sites.