Add equipment and services

Clinic admins add the equipment the team maintains, then give each item its services and schedules. Due dates, reminders and team space cards all come from these schedules.

Go to Clinic Settings → Equipment → Equipment, or tap Manage equipment on the Equipment page.

Add a piece of equipment

1. Tap Add equipment.
2. Type a Name, such as "Ultrasonic cleaner". This is the only required field.
3. Add a Category, Location, Serial number and Notes (vendor, warranty, quirks) if you like.
4. Tap Add equipment.

To change an item later, tap its pencil, edit, and tap Save changes.

Add a service

1. Tap the item to open it.
2. Tap Add service.
3. Type the Service name, such as "Check fluid level & clarity".
4. In Every (days), enter how often it's due, such as 1, 7, 90 or 365.
5. If it was done recently, set Last done so the first due date is right. Leave it blank and it shows as Never done until someone logs it.
6. Leave Include in reminders on if you want it in the daily reminder and team space cards.
7. Tap Add.

To change a service, tap Edit next to it, make your changes and tap Save. To delete it, tap Edit, then Delete, and confirm. Past logs for that service are kept.

Remove and restore equipment

Tap the bin next to an item and confirm. It leaves the Equipment page, but its service history is kept.

To bring it back, go to Removed at the bottom of the page, tap Show removed equipment, then tap Restore.

Related

• Log a service
• Set up equipment reminders