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Creating Custom Equipment Catalog
Creating Custom Equipment Catalog

How can I set up equipment outside of connected partners

Customer_Success avatar
Written by Customer_Success
Updated over 3 months ago

These bundles can be used to quickly add a set of equipment to a job or project. For example, if you frequently install a specific type of HVAC system, you can create a bundle that includes all the necessary equipment and materials. This can save you time and ensure that you don't forget any important components.

To create a Custom Equipment Series, follow these steps:

  1. Go to the 'Equipment' section of the Office.

  2. Click on Custom Equipment and then 'Create New Series'.

  3. Enter the name of the series and any other necessary information.

  4. Add the products that are part of the series.

  5. Save the series.

  6. Then add all capacities for each model.

To create a Custom Equipment Bundle, follow these steps:

  1. Go to the 'Bundle Manager' section of the Office.

  2. Click on 'System Type' at the top of page.

  3. Click on 'Add Bundle'.

  4. Enter the name of the bundle and any other necessary information.

  5. Add the equipment series that are part of the bundle. You can add as many as you need.

  6. Save the bundle.

Now, when you're creating a job or project, you can simply add the bundle instead of adding each piece of equipment individually. This can save you a lot of time and make your workflow more efficient.

You can create an unlimited number of Custom Equipment Series on the office side of the app. This will become your Custom Equipment Catalog.

Once you have the products set up, you can use them to build out Custom Equipment Bundles.

When creating Custom Equipment you will see two parts:

  1. Create Series

  2. Create Series Models

1. How to Create Series

  1. From Office > Equipment >> Custom >>> Create Equipment

  2. Select the Equipment Type you are creating:

4. Select a Brand Name

5. Enter Series Name, Series Number, and Description (Tip: copy and paste from the manufacturer's website.)

6. Use the hyperlink to point the homeowner to videos or additional brochures

7. Upload Your Image of the product that will be viewed by customers in the proposal

8. Add up to 3 Feature Highlights that will be shown on the proposal options comparison screen

9. Click to SAVE SERIES

2. How to Create Series Models

  1. Once you created Series, you will see a new Section - Series Models

  2. Input Capacity for Furnace, Water Heater, and Boiler equipment types

    1. Note: for all other equipment types, capacity is limited up to 5 ton.

  3. Select Capacity from a dropdown for any other equipment type

  4. Input Model Number

  5. [Optional] Input Dimensions in inches (length, width, height)

  6. Input purchasing Cost

  7. Click Add New Model for each new capacity or model variant

  8. Click to SAVE MODELS


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