Every part and service you bill can be tagged to the specific unit it was for. That tag is what powers per-unit cost history — the "you've spent $3,400 on this compressor" conversation. This article covers how the tagging works and how little of it you have to do by hand.
Jobs with one piece of equipment: automatic
If the job has a single unit attached, every line item is assigned to it automatically. No dropdown, no extra tap. For most residential work you'll never think about this feature — the history just builds.
Jobs with multiple units: pick per line
When a job touches more than one unit, each line item row gets a small Assign to a unit picker:
The dropdown offers, in order:
- Not assigned — the line stays "job-wide". It still bills normally; it just doesn't count toward any single unit's history.
- System-level — e.g. Cooler A · system-wide. For costs shared by a whole group.
- The units themselves — grouped by system, labeled by Asset ID when one is set (otherwise make and model).
Units appear as an assigned pill on the line once picked; click it any time to change it.
System-wide costs
Some charges belong to a group, not a unit — compressor oil for the rack, a refrigerant charge for the whole loop, cleaning a condenser deck. Assign those lines to the system instead of guessing a unit. They roll up on the system's history and are shown (but not double-counted) on each member unit's page.
Where you can assign
| Surface | How it works |
|---|---|
| Job page (office) | Picker on each line item. |
| Field app | Techs get the same picker on job line items — assignment happens on-site, where the knowledge is. |
| Invoices | Lines created from a job inherit the job line's assignment automatically. Lines added directly to an invoice can be picked there. |
What counts toward spend
A unit's cost history only counts billed invoices — sent, partially paid, or paid. Drafts, estimates, and voided invoices never appear. So assign lines freely during the job; nothing shows on the customer-facing history until you actually bill it.
Unassigned lines from multi-equipment jobs aren't lost — they show in a separate Job-wide (unassigned) section on each unit's cost history, clearly excluded from the unit's lifetime total. See Reading a unit's cost history.