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Device Catalog Overview

The catalog is the data office staff uses so quotations and work orders know what equipment you service and which parts and services you sell. Everything lives under Settings in the top navigation.

The four pieces​

PieceWhat it isTypical use
ItemsBillable catalog lines (parts, labor, fees). Each has a type (service / material from settings), unit (each, hour, …), optional cost, approval quantity limit, and optional EPA regulatory refrigerant linkage when compliance is on.Line items on quotations and work orders.
Device typesCategories of equipment (e.g. split AC, walk-in). Edit links Items that apply to this type so new units/work orders can suggest the right lines.Powers the item picker by equipment category.
ManufacturersOEM names and optional contact/address fields.Groups device models under a brand.
Device modelsA specific model line: device type + manufacturer + name, plus warranty/maintenance defaults, optional metadata fields, and (when features are on) checklist attachments and EPA refrigerant / equipment category.Selected when you create or edit a unit.

Order of operations for a new equipment line: create Manufacturer (if new) → Device type (if new) and attach Items on its edit screen → Device model linking type + manufacturer → use the model on Units.

Where to click​

All entries use the standard list → New / Edit flow:

  • Settings → Items
  • Settings → Device Types — on Edit, multi-select Items linked to this type; Save syncs the link list.
  • Settings → Manufacturers
  • Settings → Device Models — filter by type or manufacturer on the index when lists grow.

Device models — extras​

  • Checklists (when feature_flag_checklists_enabled is on — see Checklists): on a model’s Edit page, attach or detach templates that auto-apply to work orders for units of that model (alongside unit-level rules).
  • EPA Part 84 (when compliance_enabled): refrigerant type, equipment category defaults, and related fields appear on the model form. See EPA Part 84.

Permissions​

Each area has its own *.view / *.create / *.edit / *.delete keys (device_types, manufacturers, device_models, items). The Office role in config/permissions.php normally includes full access to all four.