Appliances

1. Access appliances

From the property record:

• In the Attributes panel, click Certificates

  Open

  

  The Attributes screen is displayed, showing the Appliances, Insurance & Safety tab

• The Appliances panel displays details of appliances already added

• Double-click to view more details and/or edit

Open

2. Add new appliance

From screen shown above:

• Click  to right of Appliances panel

  • If using AgencyCloud 12.159+, see step 2a

  • If using AgencyCloud 12.158 & below, see step 2b

2a. Add appliance - AgencyCloud 12.159+

The following screen is displayed:

• Type: select an appliance type from the list (or click to add)
  A custom list of appliance types can be set-up by Reapit Support - click here to request this

• Make: select the appliance make from the list (or click to add)

• Model: select a Model from the list (or click to add)

• Where known - enter Serial Number plus Bought on and Warranty expiry dates

• Capped: tick to indicate when an appliance is no longer in use

• CO Alarm required: tick to indicate when the appliance requires a Carbon Monoxide alarm/detector

  • When CO Alarm is ticked, CO Alarm Location also needs to be completed

• Notes: enter any notes regarding the appliance, as required

• If needing to store associated files, such as warranty information: first save the new appliance, then click Documents (top left) to access the Document Management screen

Save the appliance

When all information has been added:

• Click Save (top right) and exit the screen
  The newly added appliance will be shown in the Appliances grid (seen in step 1)

• To add further appliances, repeat as above

2b. Add appliance - pre-AgencyCloud 12.159

The following screen is displayed:

• Select a Description from the list (as shown above)
  Descriptions already added are displayed to select from - if not listed, click 

• Select a Make from the list (as shown above)
  Makes already added are displayed to select from - if not listed, click 

• Select a Model from the list (as shown above)
  Models already added are displayed to select from - if not listed, click 

• The right side of the screen should be used to enter more information about the appliance

  • Capped should be ticked when an appliance is no longer in use

  • CO Alarm required should be ticked when the appliance requires a Carbon Monoxide alarm/detector - when ticked, the CO Alarm Location also needs to be completed

• If needing to store associated files, such as warranty information - click document icon (top right) to access the Document Management screen

Save the appliance

When all information has been added:

• If more appliances need to be added:

  • Click Add Another (top left)
    This will save the appliance just added and clear the screen ready to add the next one

• When all appliances have been added:

  • Click Save button (top right) and exit the screen
    The newly added appliance(s) will be shown in the Appliances grid (seen in step 1)