Onsite Equipment Configuration help

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Welcome to Nexus Step-by-Step Training where we'll guide you through how to configure the onsite equipment feature, from setting up the background settings and general equipment settings, through to setting up the onsite equipment questions and finally to adding new onsite equipment to a customers property.

Overview

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To begin we will make sure that all of the Onsite Equipment Settings are correct. From the overview page, click on Admin from the main menu on the left-hand side.

To begin we will make sure that all of the Customer Portal Settings are correct. From the overview page, click on Admin from the main menu on the left-hand side.

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Click on Advanced Settings, beneath System Settings.

Click on Advanced Settings, beneath System Settings.

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Click on Onsite Equipment Management.

Please note that this is an additional module and only available to you if activated it.

Click on Customer Portal.

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Check and/or uncheck any of the listed Onsite Equipment features.

To begin, you must enable the Customer Portal and upload your Company Logo to display at the login page.

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If you are starting out, Enable the New Equipment Type and Enable Onsite Equipment on Mobile App.

If you'd like to use the QR code scanning, Enable Enforce QR code to be scanned for Onsite Equipment. This will remove any other option to complete the service report on the mobile app.

Check and/or uncheck any of the listed Portal features.

Create a Service Report for Onsite Equipment Questions

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Click on Admin from the main menu on the left-hand side.

Click on Admin from the main menu on the left-hand side.

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Click on Service Reports, beneath Service Settings

Click on Customer Portal Access Rights beneath Customer Settings.

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Create a new Station Checklist (named whatever you'd like) and Click on Edit

Select New from the drop-down menu.

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Create appropriate questions as needed.

See our training on creating Service Reports for further instruction.

Give a name the New Access Rights.

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Click on Save

Check any of the permissions you'd like to allow and click on Save.

Onsite Equipment Setup

We can now create the different equipment categories, types and statuses.

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Click on Admin from the main menu on the left-hand side.

Click on Reports from the main menu on the left-hand side.

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Click on Equipment Type, beneath Customer Settings.

Click on Customer Resources beneath Service Reports.

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Click in Name and type the equipment type and then Add.

This is where you Add the different types of equipment (e.g. Rodent Station, Fly Unit, etc.)

Click on New Folder.

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Select the Service Report checklist you've create and click on Save

Name your folder.

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Click on Equipment Status.

Click on Create.

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Click in Name and type the equipment status and then Add. You can easily edit this name by selecting edit and then retyping the name.

Click on Open next to the folder you want to add a file to.

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Click on Update.

Click on Choose File.

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Click on Onsite Equipment

The document "Cert of Currency" is now added to the folder.

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Click in Name and type the equipment status and then Add.

For this part, fill in the Name as the Category / Brand.

Click on Customers from the main menu on the left-hand side.

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Click on Open

After you locate the customer, click on Open.

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Now you can add the Model in Name and any price if applicable. Click Add

Click on Customer Settings.

Add New Onsite Equipment

Now we can register onsite equipment to a customer's property. This can be done either on the desktop, via CSV file upload or via the Mobile App.

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To add equipment via the desktop, click on Customers from the main menu on the left-hand side.

Customer Portal Rights are found on the right-hand side.

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After you locate the customer, click on Open.

Click on the drop-down menu to select the appropriate rights for the customer.

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Click on the Onsite Equipment tab.

The Username can be created by you.

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Click on New Onsite Equipment

The Password can be created by you but must be 8 characters long.

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Select the Property and Type in a building description

Alternatively, you can generate a secure password by clicking on the green icon.

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Type a description of the location within the building

Click on Save.

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Select the Category, Equipment and Equipment Type from each of the drop-down menus

Now you can email the Login Details by clicking on "Email Login Details.

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Select the Equipment Status

The email will generate with the portal link, Username and Password.

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Change the Installation Date

Click on Send.

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Select the Inspection Renewal interval from the drop down menu

Type the Username and Password you've created for your customer.

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Click on Save

Click on Login.

Import New Onsite Equipment

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See our Help Documentation for more: Import Onsite Equipment


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Prepare your CSV file following the outlined requirements and format. Click on the link for an example file: https://help.nexusservicemanager.com.au/examples/CSV-Onsite-Equipment.csv

They can navigate from the menu on the left-hand side.

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Required CSV Fields

Contract Number must be a Unique number identifier containing Letters and/or Numbers

Category is directly linked use the corresponding Onsite Equipment ID

Equipment is directly linked use the corresponding Equipment ID

Priority is Numerical only (e.g. 1 = highest priority)

Location a descriptive location for the onsite equipment

Building a descriptive name for the building where the onsite equipment

Serial Number can be the equipment serial number (if applicable)

Equipment Type is directly linked use the corresponding Equipment Type ID

Comments any relevant notes or remarks

Inspection Renewal in months for inspection (e.g. 6 Months or 12 Months)

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The corresponding ID can be found under each of the Admin Settings.

For Example, the Equipment Type is found in Onsite Equipment, Open the Category and use the corresponding ID to the Type.

To view how the Customer Resources are displayed, click on Customer Resources.

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To upload your CSV, Click on Customers from the main menu on the left-hand side.

Here they can view everything that is loaded in Customer Resources, both inside and outside of the folders. Click on "Certifications" folder to open.

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Click on the Properties tab

Here is the Certificate of Currency we uploaded earlier.

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Scroll to the very right-hand side and Click on Import Equipment

A Customer can also make requests through the portal by clicking on Requests.

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Select "CSV-Onsite-Equipment.csv" from file upload menu

They simply click on New Request.

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Click on Save

Add notes and details to the Request & Save.

Generate and Use QR Codes for Onsite Equipment

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Click on Admin from the main menu on the left-hand side

Add notes and details to the Request & Save.

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Click on Generate QR Codes below Customer Settings

Add notes and details to the Request & Save.

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Ensure you don't overlap any QR Code ID numbers and enter a start and finish ID

Add notes and details to the Request & Save.

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Click on Go to generate these QR Codes

Add notes and details to the Request & Save.

You can print these QR codes or have them printed to apply to your onsite equipment directly

We hope you found this step-by-step useful! If you want to learn more about Nexus, check out our other training guides and videos. Happy learning!

Updated: 6 May 2025

Support telephone: 02 9521 4052