Summary

In ServiceBox a unit refers to a specific item or asset that is associated with a customer or job. It could represent equipment, machinery, vehicle, or any other tangible item that requires service or maintenance. 


This article will summarize the features of the Unit Tab in your ServiceBox settings. This tab allows you to customize specific units within your ServiceBox settings.


What is a ServiceBox Unit?


A ServiceBox Unit is an individual unit, part, or single component or item that belongs to a piece of contract equipment. This section allows you to keep track of your units within ServiceBox. 


Unit Tab: Custom Fields


This subsection allows you to add extra fields that are related to a specific Unit. In the "Name" section, simply input the name of the item you would like to add. In the "Type" Section, a drop-down menu will allow you to choose the type of your custom field.


As shown in the screenshot above, you can choose the following types in your custom field. 


  • Multi-Line Text: 
    • This includes a textbox that allows multiple lines of text.
  • Single Line Text:
    • This includes a textbox that allows a single line of text. 
  • Dropdown:
    • This allows you to enter multiple items from which one item can be selected in a dropdown menu.
  • Multi-Select:
    • Similar to Dropdown, this allows multiple items to be selected.
  • Checkbox:
    • This will include a checkbox.
  • Date: 
    • This will display a textbox that includes a calendar, so the user can choose a date associated with a Unit
  • Restricted Dropdown:
    • Allows your ServiceBox administrators to define which options that your technicians can choose from within this drop-down list. Technicians will only be able to choose from these restricted options.
  • Restricted Multi-Select:
    • Allows your ServiceBox administrators to define which options that your technicians can choose from within a multi-select list. Technicians will only be able to choose from these restricted options.

Settings:

  • Restricted:
    • Check this box if the information gathered in your custom field is confidential and only to be viewed by your administrators.
  • Display on Work Order:
    • It is usually preferable for our new clients to select this option. If you select "Yes", then it is easier for your technicians to view the specifics included in a Unit. For example, if you display a Unit on a Work Order, your technicians will be able to view the make, model, and serial number of the specific equipment they are using or working on to complete that Work Order.

Unit Tab: Contract Types


This subsection allows you to define types of contracts for your Units. This requires that you include a name for the contract type. Then, simply check the box to activate the contract. The example is shown in the screenshot below.