Within a product listing in the product catalog there is a new switch called "Equipment Item" available that will offer the option when adding the product to a job with an already existing customer to also add the item as a piece of equipment in the customers profile.
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Setting this toggle to yes will also open fields where you can set the Equipment Type and Manufacturer so when adding it as a piece of equipment it will know how to set it up. The drop down will be populated with types and manufacturers you have set up in My Office > Equipment Types and My Office > Equipment Manufacturers.
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Once you have this setting turned on in the product itself you will then be prompted when adding this product to a job if you would like to add this as a piece of equipment to the customers profile as a new piece of equipment or to update an existing piece of equipment. (Please note that this prompt will only appear if there is a customer listed on the job and once the add items pop up has been closed)
This will provide the ability to only have to enter the product on the job screen and eliminate the extra step of then needing to separately enter in an equipment record in the customers profile.
If you select Add New it will bring up the prompt where you can fill out the wanted fields for the piece of customer equipment.
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Once the job has been saved you can view the equipment from the Equipment tab of the job or from the Equipment tab of the customers profile.
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