Equipment management lets you track devices installed at your customers’ sites and link them to your contracts and service jobs. This way, you always know which equipment is where and under what agreement.

Building your equipment inventory

In DoliPlus, equipment management is based on customer records. You register the equipment present at each customer’s site. Plus, a cloning feature speeds up data entry when multiple sites share identical devices. see

This helps you build an accurate inventory, customer by customer. As a result, your technicians go on jobs with the right information.

Linking equipment to service contracts

Equipment management also connects to your contracts. A dedicated tab lets you associate multiple devices with the same service contract.

This links each piece of equipment to its agreement: warranty, maintenance or subscription. You can then track deadlines per device, not just per customer. Learn more about service contracts

Why track your equipment inventory?

Without structured tracking, equipment quickly becomes hard to trace. Where is a specific device installed? Under what warranty? When does it need servicing? Equipment management answers these questions.

You benefit in three ways:

  • Complete traceability: each device is linked to its customer;
  • More responsive service: equipment history guides your jobs;
  • Better contract management: warranties and maintenance are tracked per device.

To go further, explore our documentation on service jobs and equipment management.

Learn more