For a Handyman Mobile user to be able to create new equipment they need a specific permission checked in Handyman Office.
This is found under Configuration → User → Handyman Mobile → Equipment.
With this permission in place the Handyman Mobile user will now have 2 buttons on the equipment list.
The button with the flag symbol is for creating a new site and the button with the blocks symbol is for creating a new piece of equipment.
Adding a new installation site requires it to have a name.
It is possible to attach it to an existing site if it is not independent.
Picture and preferred technicians are also optional.
The next step for creating a site involves choosing a customer that the site belongs to.
By default the site will be given the address from the customer but this can modified if the site has a different address.
Creating new equipment requires it to have a name and a status as either 'Own equipment' or 'Preinstalled'.
In this context 'Preinstalled' means that your company has taken over service responsibilities someone else.
The additional information fields for number, placed, and what the equipment serves are optional.
The next step for creating equipment is to connect it to an existing site.
Status can either be 'New' or 'Installed' depending on the state of the equipment.
New equipment in this context requires an installation order before it can be included in service plans.
Choosing the status 'Installed' will activate the prompt for picking an installation date for the equipment.
After saving the new site or equipment will be available in the equipment list.
The next time the mobile device synchronizes these new objects will be established in Handyman Office.
Contract management can not be done on Handyman Mobile and will have to be done after the objects are synchronized to the server.