Equipment
Requires.
- Equipment with View to see the list.
- Equipment with Create to add equipment records.
- Equipment with Modify to edit existing ones.
The Equipment tab lists every piece of hardware installed at the customer's location — alarm panel, motion sensors, door/window contacts, keypads, cameras, smart locks, thermostats, anything. Each equipment record has make, model, serial number, install date, warranty info, and a location (which room, which zone) so a tech arriving for a service call can find it quickly.
This is an asset log, not a billing document. It tells the tech what's on site; the Work Orders tab tells them what to do about it, and the Accounting tab handles the money.
Getting here
- Click Equipment in the customer's header tab bar. The tab shows a count of active equipment records.
- Or navigate directly to
https://portal.securitytrax.com/{your-company}/customers/{id}/customer-equipment.
The list
Each row shows one piece of equipment:
- Type — e.g. "Alarm Panel", "Motion Sensor", "IP Camera", from your company's Equipment Types.
- Make & model — manufacturer and model number (e.g. "DSC PC1832").
- Serial number — the unit's unique ID.
- Quantity — for counted items (e.g. "6 motion sensors of this type").
- Location — where it's installed (e.g. "Master Bedroom", "Zone 3").
- Installed date — when it was put in.
- Warranty expiration — when the warranty runs out, if applicable.
- Status — active, replaced, faulty, removed.
Click a row to open it for editing.
Adding equipment
Two paths:
- + New Equipment quick-action button in the header flyout.
- + New Equipment button on the list toolbar.
Either opens the equipment form.
Form fields
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Equipment type | Yes | Select | One of your company's Equipment Types | Drives pricing, warranty defaults, and reporting. |
| Equipment item | Yes | Searchable select | From your company's Equipment Catalog | Specific make/model. |
| Serial number | No | Text | — | Unique per unit. Some integrations require this for sync. |
| Quantity | Yes | Number | ≥ 1 | 1 for unique items (panels, cameras), higher for counted items (sensors). |
| Location | No | Text | — | Where in the home/business. Free-form — "Basement", "Zone 4", "Master Bedroom East Wall". |
| Installed date | No | Date picker | — | When the unit was installed. Defaults to today. |
| Warranty term | No | Select | From your company's Customer Warranties catalog | Picks up the warranty length. |
| Warranty expiration | No | Date picker | — | Auto-computed from install date + warranty term, or set manually. |
| Notes | No | Text | — | Install context, quirks, model variants, anything useful next time a tech comes out. |
| Status | Yes | Select | Active / Replaced / Faulty / Removed | Defaults to Active. |
Click Save to add the equipment to the list.
Editing existing equipment
Open any equipment row. The form is identical. Edit what you need and save. Changes apply immediately.
Marking equipment as replaced
When a piece of gear is replaced:
- Open the old record, change its status to Replaced, and save.
- Add a new equipment record for the replacement.
Keeping the old record (rather than deleting it) preserves the history — useful for warranty claims against the replaced unit, and for investigating recurring problems at a location.
Auto-generation from work orders and POS
Equipment records often get created automatically:
- From Appointment Work screens. When a tech marks equipment as installed on the Work screen of an appointment, that adds an equipment record here.
- From Purchase Requisitions / Orders. When a tech drops equipment on a POS / Purchase Order tied to a specific install, the record can propagate here.
Either way, the gear doesn't need to be typed in twice. If you find yourself manually entering equipment that a tech just installed, make sure the tech is actually using the Work screen — that's the most common friction point.
Why this matters
- Service calls are faster when the tech knows what's on site before they leave the office. A tech on a dispatch for "sensor malfunction" can carry a replacement of the right type instead of guessing.
- Warranty claims need make/model/serial/install-date data. If those aren't here, you can't bill the warranty.
- Upgrades and cross-sells start from knowing what the customer has — if they're on a 2G panel, they need an upgrade before sunset; if they have a basic panel, they're a candidate for smart-home add-ons.
Related
- Work Orders — work orders can reference or modify equipment.
- Appointments — the Work screen on an appointment can create equipment records directly.
- Admin Equipment Catalog (admin reference) — the master list of equipment types your company offers.