Registering equipment#

When you install a new device at a customer site (heat pump, ceiling heater, AC unit, lighting sensor, …), you should register it in the customer’s equipment list. This pays off in:

• Warranty handling — when a fault comes up in 2 years, any installer can see which device, from which supplier, when installed.
• Service history — for each device, all tasks involving it are shown.
• Contract customers — the office reports the equipment in the registry.

Registering from a product line#

The easiest path: you’ve already added a product line to the task (e.g. a Nibe F-series heat pump). From there:

1. Task’s Products tab.
2. Tap the product line → detail modal opens.
3. In the modal: “Register as equipment” button.
4. Sub-modal:
   • Install date — defaults to today
   • Serial number — required
   • Warranty expires — defaulted from the product category (office defines wholesaler warranty terms in the background)
   • Location note — optional (“Technical room”, “Sauna”, “Front yard”)
5. Save → the equipment appears in the customer’s equipment list and the task’s Equipment tab.

**Any product line can be registered as equipment** — not only those pre-flagged. Older versions had an `is_equipment` flag that restricted this, but now the installer can decide on site (e.g. "this heating cable is more important than expected, let's register it").

Registering directly to a customer (no product line)#

If on a service visit you find a previously installed device that’s not in the registry:

1. Open the task.
2. Equipment tab → "+ Add equipment" button.
3. Find or create a new product (if it’s not in the LVISnet catalogue, ask the office — worth adding).
4. Fill in serial number, install date, location.
5. Save.

Existing registered equipment#

The task’s Equipment tab shows all of the customer’s devices. Tap one to see:

• Serial number, model, manufacturer
• Install date + installer name
• Warranty status — green (valid) / grey (expired)
• Service history — all tasks where this device was involved

Warranty matters#

When doing a service visit to a warranty-valid device:

• Tick the “Warranty visit” flag on the task.
• The office bills the warranty vendor (heat pump manufacturer, wholesaler) rather than the end customer.

Troubleshooting#