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, grouped by equipment type, with:
- Installation Status — e.g. "Not Installed" or the installed state of the unit.
- Equipment Information — the item's name from your company's equipment catalog, with its serial number when recorded.
- Sale Info — who sold it and the item charge, with the sale date.
- Zone | Wiring — the zone details and wire type, when recorded.
- Installation and Inventory — the linked installation appointment and inventory tech, when set.
Click an item's name 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. First choose how to add:
- Add individually — one equipment item (optionally with a quantity greater than 1; each unit becomes its own equipment record).
- Add from package — a pre-built equipment package; every item in the package is added in one save.
Form fields — Add individually
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Sold By | Yes | Select | Must be a user from the company's configured sold-by list. | Defaults to you when you are in the sold-by list; you can still pick someone else. |
| Equipment | Yes | Select | From your company's Equipment Catalog. | Specific catalog item. |
| Quantity | Yes | Number | Whole number. | Each unit is saved as its own equipment record. |
| Item Charge | Yes | Number | Numeric. | May pre-fill from the item's retail value depending on company settings. |
| Zone | No | Text | — | Free-form zone description. |
| Zone Number | No | Number | — | |
| Wire Type | No | Select | An active equipment wire type, or blank. | |
| Serial Number | No | Text | — | Unique per unit. Some integrations require this for sync. |
Form fields — Add from package
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Sold By | Yes | Select | Must be a user from the company's configured sold-by list. | Defaults to you when you are in the sold-by list; you can still pick someone else. |
| Package | Yes | Select | An active equipment package. | A preview table shows each line's quantity, equipment, and unit cost before you save. |
Click Save to add the equipment to the list.
Editing existing equipment
Open any equipment item. The edit form covers Sold By, Item Charge, Zone, Zone Number, Wire Type, and Serial Number, plus installation and inventory fields (Installation Status, installation/removal appointment, and install/removal inventory tech) when your permissions allow managing them. 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.