{"id":1281,"date":"2025-07-10T14:21:36","date_gmt":"2025-07-10T14:21:36","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&p=1281"},"modified":"2025-07-10T14:21:36","modified_gmt":"2025-07-10T14:21:36","password":"","slug":"create-installed-system-asset","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=create-installed-system-asset","title":{"rendered":"Create Installed System\/Asset"},"content":{"rendered":"\n

Understanding Installed Systems<\/strong><\/h2>\n\n\n\n

Installed systems represent equipment at customer locations that require service, maintenance, or monitoring.<\/p>\n\n\n\n

Asset Types<\/strong><\/h3>\n\n\n\n

HVAC Equipment<\/strong><\/p>\n\n\n\n

  • Air conditioners<\/li>
  • Furnaces<\/li>
  • Heat pumps<\/li>
  • Boilers<\/li>
  • Air handlers<\/li>
  • Thermostats<\/li><\/ul>\n\n\n\n

    Commercial Systems<\/strong><\/p>\n\n\n\n

    • Rooftop units (RTUs)<\/li>
    • Chillers<\/li>
    • Cooling towers<\/li>
    • Building automation<\/li>
    • VRF systems<\/li><\/ul>\n\n\n\n

      Components<\/strong><\/p>\n\n\n\n

      • Compressors<\/li>
      • Motors<\/li>
      • Controls<\/li>
      • Filters<\/li>
      • Belts<\/li>
      • Refrigerant<\/li><\/ul>\n\n\n\n

        Creating Installed Systems<\/strong><\/h2>\n\n\n\n

        Step 1: Access Installed Systems<\/strong><\/h3>\n\n\n\n

        From the customer record:<\/p>\n\n\n\n

        1. Navigate to Installed Systems<\/strong> related list<\/li>
        2. Click New Installed System<\/strong><\/li><\/ol>\n\n\n\n

          Step 2: System Identification<\/strong><\/h3>\n\n\n\n

          Enter equipment details:<\/p>\n\n\n\n

          Basic Information<\/strong><\/p>\n\n\n\n

          • System Name<\/strong>: Main Building AC Unit 1<\/li>
          • Asset Tag<\/strong>: AC-2024-001<\/li>
          • System Type<\/strong>: Split System Air Conditioner<\/li>
          • Status<\/strong>: Active\/In Service<\/li><\/ul>\n\n\n\n

            Equipment Details<\/strong><\/p>\n\n\n\n

            • Manufacturer<\/strong>: Carrier<\/li>
            • Model Number<\/strong>: 24ACC636A003<\/li>
            • Serial Number<\/strong>: 1234567890<\/li>
            • Capacity<\/strong>: 3 Ton (36,000 BTU)<\/li>
            • Efficiency Rating<\/strong>: 16 SEER<\/li><\/ul>\n\n\n\n

              Step 3: Installation Information<\/strong><\/h3>\n\n\n\n

              Document installation details:<\/p>\n\n\n\n

              Installation Data<\/strong><\/p>\n\n\n\n

              • Install Date<\/strong>: 03\/15\/2020<\/li>
              • Installed By<\/strong>: FieldAx Team<\/li>
              • Installation Job<\/strong>: JOB-2020-1234<\/li>
              • Commissioning Date<\/strong>: 03\/16\/2020<\/li>
              • Startup Tech<\/strong>: John Smith<\/li><\/ul>\n\n\n\n

                Location Details<\/strong><\/p>\n\n\n\n

                • Building<\/strong>: Main Building<\/li>
                • Floor<\/strong>: Rooftop<\/li>
                • Room\/Area<\/strong>: RTU Platform #1<\/li>
                • GPS Coordinates<\/strong>: Auto-populated<\/li>
                • Access Notes<\/strong>: Roof access via mechanical room<\/li><\/ul>\n\n\n\n

                  Step 7: Job History<\/strong><\/h3>\n\n\n\n

                  Link historical service:<\/p>\n\n\n\n

                  Service Record Integration<\/strong><\/p>\n\n\n\n

                  • Previous service calls<\/li>
                  • Repairs performed<\/li>
                  • Parts replaced<\/li>
                  • Performance issues<\/li>
                  • Upgrade history<\/li><\/ul>\n\n\n\n

                    Creating History Entry<\/strong><\/p>\n\n\n\n

                    1. Click Add Job <\/strong><\/li>
                    2. Enter details:
                      • Date<\/strong>: 06\/15\/2023<\/li>
                      • Type<\/strong>: Repair<\/li>
                      • Issue<\/strong>: Capacitor failure<\/li>
                      • Resolution<\/strong>: Replaced capacitor<\/li>
                      • Technician<\/strong>: Mike Johnson<\/li><\/ul><\/li><\/ol>\n\n\n\n

                        Job Number<\/strong>: JOB-2023-5678<\/p>\n","protected":false},"excerpt":{"rendered":"

                        Understanding Installed Systems Installed systems represent equipment at customer locations that require service, maintenance, or monitoring. Asset Types HVAC Equipment Air conditioners Furnaces Heat pumps Boilers Air handlers Thermostats Commercial Systems Rooftop units (RTUs) Chillers Cooling towers Building automation VRF systems Components Compressors Motors Controls Filters Belts Refrigerant Creating Installed Systems Step 1: Access Installed…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[14],"doc_tag":[],"class_list":["post-1281","docs","type-docs","status-publish","hentry","doc_category-account-management"],"year_month":"2026-05","word_count":176,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Account Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=account-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1281","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1281"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1281\/revisions"}],"predecessor-version":[{"id":1282,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1281\/revisions\/1282"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1281"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1281"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}