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Link Related Units

Link units when two or more pieces of equipment at the same customer should always be treated as a set — a split system's indoor and outdoor units, a multi-zone setup with several heads sharing one condenser, or any pairing where touching one means touching the other.

Linked units belong to the same customer. The link is bidirectional: link A to B, and B is automatically linked to A.

Before you start​

  • Both units exist. If not, Add a Unit for each.
  • Both units are assigned to the same customer. The link form is hidden until the unit on the edit page has a customer.
  • You have the units.edit permission.

Steps​

  1. Open one of the units

    Select Units in the top navigation bar, then select the Edit action for either unit you want to link.

  2. Find the Linked Units section

    Scroll past the Save / Cancel buttons. The Linked Units section sits below the form, with a link icon beside the heading.

  3. Pick the unit to link

    Type to search the Link to another unit dropdown. The dropdown only shows units belonging to the same customer, and excludes units already linked to this one.

  4. Link

    Select the Link button. The page reloads and the linked unit shows up in the list.

    (To link more than two units, repeat steps 3–4 for each additional unit. Every unit in the group ends up linked to every other unit.)

What happens next​

  • Both units now show each other in their Linked Units section.
  • The Units list shows a link icon with the group size next to each unit's device type — selecting it filters the list to just that group.
  • Dispatching tip: when you create a work order for one unit, consider adding the linked units to the same work order if the visit covers all of them. The link doesn't auto-add — it's a hint for the dispatcher.

Common situations​

SituationWhat to do
Indoor + outdoor split systemAdd both as separate units. Link them. Both end up in the same group, each addressable on work orders.
One condenser feeding three headsAdd four units total. Link the condenser to each head (three link operations from the condenser's edit page). All four end up in one group.
You linked two units and they're at different customers (because the customer was changed later)Open one unit, unlink the other. Re-link only when both customers match again. The form rejects new links across customers but doesn't auto-unlink existing ones if a customer changes after the fact.
You replaced an old unit with a new one and want to inherit the old unit's linksAdd the new unit. Link it to whatever the old unit was linked to. Then unlink the old unit. The link doesn't transfer — you re-do it.
You want to unlink one unit from a group of threeOpen one of the units. In the Linked Units list, select the Unlink button next to the unit you want removed. The other two stay linked to each other.

Troubleshooting​

You see "Assign a customer to manage unit links." instead of the link form.

The unit on the edit page doesn't have a customer attached. Set Customer in the form above and save first. The link form appears after.

The dropdown doesn't show the unit you want to link.

Two possible causes: (1) the other unit belongs to a different customer — the dropdown only lists same-customer units; (2) the units are already linked — already-linked units are excluded. Open the other unit and confirm its customer.

Link fails with "These units are already linked."

Someone linked them since you loaded the page. Refresh the edit page — the unit will be in your Linked Units list.

Link fails with "A unit cannot be linked to itself."

You picked the same unit you're editing from the dropdown. Pick a different unit.

Link fails with "Linked units must belong to the same customer."

The two units have different customers attached. Confirm the customer on both units' edit pages — typically this happens when one was reassigned after a sale or transfer. Either move them to the same customer first, or don't link them.

Link fails with "Both units must have a customer assigned before they can be linked."

One of the units has no customer. Open that unit, set the Customer field, save, and try again.