ZippyAssist allows operators to manage a list of equipment that can be assigned to requests. When an end user submits a request that includes the machine ID of an imported machine that machine's data will automatically be attached to the request. This eliminates the need to collect more machine information from the end user.
Equipment Tab
When viewing the equipment tab in the dashboard users will see a list of all the machines that are currently in ZippyAssist. Clicking the dropdown on a piece of equipment will show all the details for the machine as well as what help requests, feedback requests, refund requests, and customers are associated with that particular machine.
The Actions Menu
At the top of the equipment tab you'll find the Actions button. This menu brings the main equipment tools together in one place:
Add equipment — create a single piece of equipment manually.
Upload — bulk add or update equipment via a CSV file. See Uploading Equipment via CSV.
Sync Latest / Sync All — shown when you have a vending management system (VMS) integration connected, such as Cantaloupe Seed or VendSys. Sync Latest pulls the most recent changes from your VMS on demand, while Sync All runs a full re-sync of your entire equipment list — no need to wait for the next scheduled sync.
Adding Equipment
ZippyAssist makes it easy to add new equipment to the dashboard. When in the equipment tab click the Actions button at the top of the screen and select Add equipment to open a blank equipment information screen. This will allow users to type in all the information they need for that piece of equipment. After clicking "Create" users will immediately see that machine listed in their equipment list.
Adding Equipment in Bulk
To add or update a large amount of equipment at once, click Actions → Upload to use the CSV uploader — see Uploading Equipment via CSV for a full walkthrough.
Alternatively, the ZippyAssist team can assist by doing a bulk upload for you. Please use the attached excel spreadsheet to fill out equipment data and send to our team by utilizing the chat button in the dashboard.
Editing/Deleting Equipment
In order to edit or delete equipment users will need to find the piece of equipment they wish to change and click either the edit or delete button to the right of screen.
Notes
You can leave internal notes on any equipment record — visible only to your team, never to customers. Notes are useful for logging service history, flagging an issue, or passing context to a colleague.
To add a note, open the equipment record and scroll to the Notes section. You can write, edit, and @mention teammates directly from there. See the Notes article for full details.