Equipment Records and Hierarchy

What's on a record

• Tag — the name or identifier you know the equipment by.
• Equipment Type — a category that also controls configuration, like which custom fields apply and whether downtime or meters are tracked.
• Building and Location — where it is.
• Asset Category — a general classification (like Chiller, Boiler, Rooftop Unit, or Exhaust Fan) used for reporting.
• Asset Condition — a rating from Excellent to Critical.
• Capacity — a size or output figure, shown with a unit appropriate to the asset category (tons, horsepower, gallons, and so on).

Details like manufacturer, model, or serial number aren't built-in fields — if your organization tracks those, they're set up as custom fields on the equipment type.

Creating and editing in bulk

Onboarding a building's worth of assets doesn't have to happen one record at a time: both equipment items and equipment types can be created from Excel templates — see Bulk Imports. Staff with the right permissions can also bulk-edit existing equipment from the grid.

Retired vs. deleted

Equipment can be Retired (taken out of active service, but kept for history) or Deleted (removed, but recoverable). These are separate states — retiring something doesn't delete it, and deleting it doesn't require retiring it first.

Hierarchy

Equipment can be nested under other equipment in the same building — for example, a chiller system as the parent, with its pump and valve as children underneath it. This shows up as a chained name (like "Chiller > Pump A") so you can see the relationship at a glance, and it's used for organizing and rolling up costs.

Assigning responsibility

Equipment can have staff assigned to it, so it's clear who's responsible for its upkeep beyond whoever happens to pick up the next Work Request against it.