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How to Manage Equipment Settings with the AI Assistant

Updated this week

Create and update equipment categories, manufacturers, certifications, custom fields, sub-equipment custom fields, and dropdown labels.

What you can say

  • "Create equipment categories for HVAC, Plumbing, and Electrical."

  • "Add Carrier as a manufacturer."

  • "Create a certification type for backflow preventer testing."

  • "Add a custom field called Refrigerant Type on equipment."

  • "Add a Belt Size custom field on sub-equipment."

  • "Change the condition dropdown labels to Critical, Fair, and Good."

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