---
sourceDocument: Zurich Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/field-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Create an equipment instance

# Create an equipment instance {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create equipment instances with unique identifiers to assign to crews or work order
tasks.

## Before you begin

Role required: wm_admin

## About this task

Equipment instances are individual instances of
equipment with unique identifiers. Instances are organized into equipment categories
that can be assigned to crews or work order
tasks.  
Note:  
An equipment instance can be assigned to only one crew at a time.

## Procedure

1. Navigate to AllField ServiceEquipment ResourcesEquipment Instances.
2. Select New.
3. On the form, fill in the fields.  
   {#create-an-equipment-instance__table_olb_tzs_stb__entry__2}

   | Fields | Description |
   |-|-|
   | Identifier | Unique identifier for the instance. |
   | Category | Name of the equipment category. |
   | Work schedule | Schedule of when an instance is available. |
   | Asset | Asset relevant to the instance. |
   | Location | Home office or base location of the instance. |
   | Status | Current status of the instance. The available values are: * Available * In Use * Unavailable {#create-an-equipment-instance__ul_dwm_kyc_dwb} |
   | Active | Option to make the instance active and display it on the dispatcher calendar. |
   | Description | Description of the equipment instance. |
   [Table 1. Resource category form]

   {#create-an-equipment-instance__table_olb_tzs_stb}
4. Select Submit.

## Result

Equipment instance is created. If active and available, you can
assign the instance to crews or work order tasks.
**Related concepts**   

* [Scheduling and assigning equipment to tasks and crews](https://www.servicenow.com/docs/bWWx8~lAzP3nHffu5OrbEA "Assigning equipment to a work order task ensures that crews or assigned agents are properly equipped for the task.")
* [Equipment on ServiceNow Agent](https://www.servicenow.com/docs/p7kDMuMWG8RbBtG7iWza3A#update-equipment-statuses-with-the-now-mobile-agent-application "Check in, check out, or report broken equipment using the My Equipment applet in the ServiceNow Agent mobile app.")  
**Related tasks**   

* [Create an equipment category](https://www.servicenow.com/docs/ZTeHUo7I5_9CT~38ZR4boQ "Create equipment categories to organize types of equipment.")
* [Assign equipment to a planned crew](https://www.servicenow.com/docs/_Eu62CbM~zhv9m_uDpsGBg#add-equipment-to-a-planned-crew "Assign equipment to a planned crew to ensure they have tools for their work order tasks. Dispatchers can assign equipment through the ServiceNow AI Platform or Dispatcher Workspace. Crew leaders can assign equipment or modify their crews through the Now Mobile Agent application.")

*[\>]: and then


