Overview
You can use the Parts feature in Copilot CRM to record, track, and manage parts for each piece of equipment or vehicle. This helps you maintain accurate service histories and streamline maintenance tracking.
Step 1: Open the Equipment Page
From your Copilot dashboard, go to Resources > Trucks/Equipment.
Find the piece of equipment you want to add a part to.
Click the pencil icon next to that equipment to open its details page.
Step 2: Go to the Parts Tab
At the top of the equipment details page, click the Parts tab.
Here, you’ll see a list of all parts currently associated with this equipment.
Step 3: Add a New Part
Click the + New Part button.
A pop-up window will appear prompting you to enter the part details:
Part Number – The identification number for the part.
Description – A brief note about what the part is or how it’s used.
Once complete, click the Save button.
Your new part will now be listed under the Parts tab for that equipment.
Example
If you’re adding a new air filter for your truck, you might enter:
Part Number: AF-1032
Description: Engine air filter for 2022 F-250
After saving, it will appear in the parts list under that specific truck.
Tip
Keeping parts organized under each piece of equipment helps your team:
Track maintenance history
Record replacements
Identify which parts are needed for future repairs