Overview
The Equipment module manages your inventory of customer-owned appliances and devices. Each equipment record tracks the device type, brand, model, serial number, and ownership, enabling you to create work orders for repairs and maintenance.What You Can Do
- Register new equipment for existing customers
- View all equipment with owner information
- Search equipment by brand, model, type, or owner
- Link equipment to repair orders
- Track equipment history across multiple repairs
Accessing Equipment Records
Navigate to Equipos (Equipment) from the main menu. You’ll see:- Grid view of all registered equipment
- Search functionality across multiple fields
- Total equipment count
- Equipment organized by most recently added
- Owner (customer) information on each card
Registering New Equipment
Open the Equipment Form
Click the Registrar Equipo button in the top-right corner. A modal form will appear.
Select the Equipment Owner
Choose the customer who owns this equipment from the Cliente (Dueño) dropdown:
- Required field
- Shows all customers in your company
- Displays customer name and email for easy identification
The customer must exist before you can register their equipment. Create the customer first if they’re not in the list.
Specify Equipment Type
Enter the Tipo (Type) of equipment:
- Required field
- Maximum 100 characters
- Common examples: Lavadora, Refrigerador, Microondas, Televisión, Aire Acondicionado
Enter Brand Name
Provide the equipment Marca (Brand):
- Required field
- Maximum 100 characters
- Use official brand spelling for consistency
Add Model (Optional)
Enter the specific Modelo (Model) if known:
- Optional field
- Maximum 150 characters
- Include variant or series information
Record Serial Number (Optional)
Add the Número de Serie (Serial Number) if available:
- Optional field
- Maximum 150 characters
- Useful for warranty tracking and identification
Serial numbers help identify specific units when customers have multiple items of the same model.
Equipment Form Fields
| Field | Required | Type | Max Length | Notes |
|---|---|---|---|---|
| Cliente (Dueño) | Yes | Dropdown | - | Must select existing customer |
| Tipo (Type) | Yes | Text | 100 | Category of equipment |
| Marca (Brand) | Yes | Text | 100 | Manufacturer name |
| Modelo (Model) | No | Text | 150 | Specific model identifier |
| Número de Serie (Serial) | No | Text | 150 | Unique serial number |
Viewing Equipment Records
Equipment displays in a responsive grid with cards showing:Equipment Card Layout
Header- Brand name: Displayed prominently as the card title
- Type badge: Equipment category in an info badge (e.g., “LAVADORA”)
- Model: Shows “Modelo no definido” if not provided
- Propietario: Customer name who owns the equipment
- Nro Serie: Serial number or “N/A” if not recorded
Sorting and Display
- Equipment is sorted by most recently created (
created_at DESC) - 18 equipment records per page
- Pagination controls at the bottom
- Grid adjusts responsively (1 column mobile, 2 tablet, 3 desktop)
Searching Equipment
The search functionality helps you quickly locate equipment using multiple criteria:Searchable Fields
The search performs partial matching on:- Brand (Marca): “Samsung”, “Sam”, “sung”
- Model (Modelo): “WF45”, “5930”
- Type (Tipo): “Lava”, “Refri”
- Owner name: Customer’s name who owns the equipment
How to Search
Enter Search Term
Type your query in the search box. You can search for:
- Brand names: “LG”, “Whirlpool”
- Model numbers: “RT38K”, “5630”
- Equipment types: “Lavadora”, “Aire”
- Customer names: “García”, “Méndez”
Review Results
The grid updates to show only matching equipment. The equipment count badge reflects filtered results.
Search is case-insensitive and finds partial matches. Searching “sam” will find “Samsung” equipment.
Equipment and Work Orders
Creating Orders for Equipment
When you create a work order:- Select the customer first
- The equipment dropdown filters to show only that customer’s equipment
- Choose the specific equipment being repaired
- The order links to the equipment record automatically
Equipment History
While not displayed directly in the equipment view, each equipment record maintains relationships to:- All work orders created for this equipment
- Complete repair history
- AI diagnostic history for recurring issues
- Repeat repairs on the same equipment
- Common failure patterns
- Total service cost per equipment item
Best Practices
Use Standardized Type Names
Use Standardized Type Names
Create a consistent list of equipment types for your team:
- Lavadora (Washing Machine)
- Secadora (Dryer)
- Refrigerador (Refrigerator)
- Horno de Microondas (Microwave)
- Aire Acondicionado (Air Conditioner)
- Televisión (Television)
- Estufa (Stove)
- Lavavajillas (Dishwasher)
Always Record Serial Numbers
Always Record Serial Numbers
Capture serial numbers whenever possible:
- Enables warranty lookups
- Identifies specific units when customers own multiple of same model
- Helps order correct replacement parts
- Provides proof of service for warranty claims
Verify Brand Spelling
Verify Brand Spelling
Use official brand names to avoid duplicates:
- ✅ “LG” not “lg” or “L.G.”
- ✅ “Whirlpool” not “Whirpool” or “whirlpool”
- ✅ “Samsung” not “samsung” or “SAMSUNG”
Include Model Details
Include Model Details
When recording model numbers:
- Copy exactly as shown on equipment label
- Include dashes, letters, and numbers
- Note color or finish variants if relevant to parts
- Add series information if available
Register Equipment at Intake
Register Equipment at Intake
Add equipment to the system when customers first bring it in:
- Capture all information while equipment is in front of you
- Take photos of labels if needed for later reference
- Record condition and any visible damage
- Note any missing parts or accessories
Integration with Other Modules
Customer Relationship
- Each equipment item belongs to exactly one customer
- Customers can own multiple equipment items
- Equipment automatically inherits the customer’s company
Order Creation
- Equipment must exist before creating work orders
- Order forms filter equipment by selected customer
- Equipment details auto-populate in order views
AI Diagnostics
- Equipment type and brand inform AI analysis
- Model information helps AI suggest specific parts
- Equipment history can influence repair recommendations
Troubleshooting
Cannot Select Customer in Equipment Form
Cause: Customer must be created before equipment registration. Solution:- Cancel the equipment form
- Navigate to Customers
- Create the customer record
- Return to Equipment and try again
Equipment Not Showing in Order Form
Cause: Equipment only appears when its owner is selected as the customer. Solution:- Verify you selected the correct customer in the order form
- Check that equipment exists and belongs to that customer
- Search equipment list to confirm ownership
”Cliente no pertenece a tu empresa” Error
Cause: Trying to assign equipment to a customer from a different company. Solution:- You can only register equipment for customers in your company
- Verify you’re logged in with the correct company account
- Check that the customer was created under your company
Duplicate Equipment Records
Issue: Accidentally creating multiple records for the same equipment. Prevention:- Search for existing equipment before creating new records
- Use serial numbers to identify if equipment is already registered
- Check customer’s equipment list before adding duplicates
Technical Reference
Controller Actions
- Index:
GET /worker/equipments- List all equipment with search and pagination - Store:
POST /worker/equipments- Create new equipment record
Data Model
Company Validation
When creating equipment, the system validates:Relationships
- Belongs To: Customer (owner)
- Belongs To: Company (inherited from customer)
- Has Many: Orders (repair history)
Related Features
- Managing Customers - Create customer records before equipment
- Managing Orders - Create repair orders for equipment
- AI Diagnostics - AI uses equipment data for better analysis