Tracking Equipment

Why Track Equipment? #

• Service History: See all past repairs
• Warranty Tracking: Know coverage status
• Maintenance Scheduling: Plan preventive maintenance
• Prepared Technicians: Arrive with right parts

Accessing Equipment #

1. Navigate to Customers
2. Open a customer profile
3. Select a property
4. Click Equipment tab

Adding Equipment #

1. Navigate to the property
2. Click Equipment tab
3. Click Add Equipment
4. Enter details
5. Save

Equipment Details #

• Equipment Type: Air Conditioner, Furnace, etc.
• Make: Carrier, Trane, Lennox
• Model: Model number
• Serial Number: Unique identifier
• Installation Date: When installed
• Warranty Expiration: End of warranty
• Filter Size: Air filter dimensions
• Location: Where in property

Common Equipment Types #

Cooling #

Air Conditioner, Heat Pump, Mini-Split System

Heating #

Furnace (Gas/Electric), Boiler, Heat Pump

Other #

Air Handler, Thermostat, Humidifier, Dehumidifier, Air Purifier

Removing Equipment #

1. Open equipment details
2. Click Deactivate
3. Enter reason

Deactivated equipment is preserved in history.