Equipment Verification

Keep your equipment records accurate with field-based verification that turns every service visit into a data quality opportunity. Many hands make light work.

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Why Equipment Verification Matters

Accurate Billing

Ensure you're billing for what's actually installed at each location. Eliminate revenue leakage from outdated records.

Operational Efficiency

Leverage every service visit for verification. No dedicated audit trips needed when technicians update records on-site.

Data Accuracy

Complete audit trail shows who changed what and when. Photo documentation provides visual verification.

Team Collaboration

Every technician contributes to data quality. Distributed verification keeps records current without overwhelming any single person.

How Equipment Verification Works

In The Field

Technicians access equipment verification through the MDS Insight mobile web app while on-site at customer locations. The interface clearly shows which equipment needs verification and provides simple tools to update records immediately.

  • View equipment list filtered by verification status
  • Add new equipment discovered on-site
  • Remove equipment that's no longer present
  • Update manufacturer, model, serial numbers
  • Correct asset tags and physical locations
  • Attach photos for documentation
  • Mark equipment as verified
Mobile Equipment List
Technicians see unverified equipment highlighted for easy identification

Simple Update Process

When a technician taps on any piece of equipment, they get a clean interface to verify and update all relevant details. Everything syncs back to the office system in real-time.

  • Edit manufacturer and model information
  • Update or add serial numbers
  • Update or add asset tags
  • Specify exact location within the facility
  • Upload photos from the mobile device
  • Add notes about the equipment
  • Toggle verification status
Mobile Equipment Detail
Clean, mobile-friendly interface for updating equipment details

Office Management

Back at the office, managers have complete visibility into verification activity with powerful filtering, detailed audit trails, and optional automated reporting.

  • Filter equipment by verification status
  • Date range filtering to track progress
  • Complete audit trail of all changes
  • See who verified what and when
  • View equipment photos
  • Optional automated daily email reports (PDF)
  • Integration with service ticketing
Desktop Equipment Verification Interface
Complete equipment verification interface with filtering and audit trail

When To Use Equipment Verification

Dedicated Equipment Surveys

Create specific service tickets for technicians to conduct complete equipment audits at customer locations. Perfect for new customer onboarding or contract renewals where you need comprehensive documentation.

Opportunistic Updates

Add verification tasks to regular service tickets. While technicians are on-site for routine maintenance, they can quickly verify and update equipment records without requiring a separate trip.

Discrepancy Resolution

When you suspect equipment records don't match reality, dispatch a technician with a verification task. They can quickly identify what's actually installed and correct the records immediately.

Periodic Audits

Set up regular verification cycles to ensure all customer equipment gets reviewed at least annually. The filtering tools make it easy to identify which locations haven't been verified recently.

Integrated With Field Service

Equipment Verification isn't a standalone module - it's fully integrated with the MDS Insight field service system.

Verification tasks can be added to any service ticket, either as the primary purpose of the visit or as an additional task during routine service. All equipment changes sync immediately with your service records, ensuring technicians always have accurate information about what's installed at each location.

The optional daily email report keeps service managers informed of verification activity without requiring them to log in and run reports manually.

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Key Integration Points
  • Service Tickets: Add verification tasks to any ticket
  • Real-Time Sync: Changes appear immediately in office system
  • Mobile Access: Same field service app technicians already use
  • Photo Storage: Equipment photos available throughout the system
  • Automated Reporting: Optional daily verification summaries

The Business Impact

Accurate equipment records aren't just about having clean data - they directly impact your bottom line and operational efficiency.

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Revenue Protection

Ensure you're billing for all equipment at each location. Catch discrepancies before they become revenue leakage.

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Service Efficiency

Technicians know exactly what equipment to expect at each location, reducing time wasted dealing with surprises.

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Customer Confidence

Photo documentation and detailed records demonstrate professionalism and provide clear contract documentation.

See Equipment Verification In Action

Want to see how Equipment Verification can help your operation maintain accurate records and improve efficiency?

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