Service Management Software & Work Order Software

Customer Equipment and Installed Base Management for the Service Industry

The Install Base Management or Customer Equipment module in SME provides a way to view the entire installed base including all material you installed at a job site, or equipment your customer may already own which you are servicing. You can locate equipment by serial number, item number, by one of the custom fields you created, or by he other fields in the equipment window. Create work orders for the equipment and you will see the work order history for that equipment in the equipment window.

Customer Equipment Screenshots:

Customer Equipment Tracking for Service Industry Customer Equipment Tracking for Service Industry Customer Equipment Window for Service Management Enterprise


  • Material added to orders can automatically be added to your customer's equipment or install base list.
  • Ability to manually add equipment to your customer's equipment list.
  • Easily create service orders for equipment.
  • View service order history associated with the equipment.
  • Create custom fields in the equipment window to track information specific to your needs.
  • Add equipment to maintenance contracts and view contract expiration and number in equipment window.
  • Initiate a return material authorization from the equipment list.
  • Quickly move equipment from one site to another.
  • Print out a customers equipment list in either Excel or standard format.


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