The Fyxt Equipment module allows the documentation, management and optimization of capital assets across managed properties
Supportive functions of the Equipment Module include
- Equipment Types
- Additional Data Items
Think of Equipment Types like templates, allowing you to document granular details of a particular manufacturer/model of an asset (such as warranty information, expected useful life, etc) once, and automatically populate that information when creating new records of that Equipment Type.
Use Additional Data Items to customize the data you track by Equipment Category. Associate Additional Data Items to Categories of Equipment to have them automatically added when creating equipment records. This way when documenting a new HVAC onsite, parts (created as Additional Data Items) like the motor, compressor, or fan will automatically be added to the newly documented HVAC. Used in conjunction with Equipment Types, the additional setup will streamline all of the creation and management of equipment across your properties.
How to Add/Manage Equipment Types
Navigate to the Equipment tab on the left side Menu bar and click on the Manage button in the upper right.
2. Click on Equipment Types and fill in the information for each category.
- Required Fields: Equipment Type and Category.
3. Once you have created your Equipment Types you are ready to start adding each Equipment asset.
Examples of Equipment Types: HVAC, Roof, Appliances, Electrical, Landscaping Equipment and Water/Sewer. These are flexible and customizable on your end.
How to Add/Manage Equipment
1. Navigate to the Equipment tab from the Menu on the lefthand side of your page.
2. Click on the Create Equipment button in the upper right to begin adding your asset details (ex. equipment type, model, warranty information and expected useful life).
- Associate your asset with a Property when creating it.
- Required Fields when creating equipment: Equipment Name, Equipment Type, Category, and Property.
4. Click into each item to see the details, notes, service history, associated files, and activity.
5. To upload warranties, images or other related files select the files tab and click on the +Add Files button on the right side.
Please note: You will want to create your "Equipment Types" before adding any Equipment to the system.
How to Add/Manage Additional Data Items
1.Navigate to the Equipment tab on the left side Menu bar and click on the Manage button in the upper right.
2. Select Additional Data Items from the drop down and click the +Create Item button in the upper right.
3. Input Item Name, select the Category or Multiple Categories from the list, and click "Create Item".
4. To add items to an Equipment Asset go to the Equipment page and select the asset you would like to add additional data items to.
- In the detailed view click the Additional Data tab in the top menu and click the Assign Items button in the upper right. This will allow you to select the items you would like to associate with the Equipment.
