Equipment is entered by hand — either from the office (you're adding history from records) or in the field on a job. Both flows use the same form.
From the customer profile
- Open the customer.
- Equipment tab → + Add equipment.
- Fill in the fields below.
- Save.
| Field | Notes |
|---|---|
| Type | AC, Furnace, Heat pump, Mini-split, Water heater, Other. |
| Make | Carrier, Trane, Lennox, etc. |
| Model | The unit's model number. |
| Serial number | Required for warranty claims, optional otherwise. |
| Manufactured year | Strongly recommended. |
| Install date | If known. |
| Installer | Run a Call's team or another. |
| Location | Basement, Attic, Roof, Outdoor side. |
| Refrigerant type | For AC/HP units — R-410A, R-32, etc. |
| Refrigerant charge | In lbs. |
| Notes | Anything historical. |
From a job (office, not field)
You can also add equipment from within a job:
- Open the job → Equipment tab → + Add.
- Same fields.
- Save.
The equipment is added to the customer's profile and attached to this job in one step.
Required fields
| Field | Status |
|---|---|
| Type, Make, Model | Required. |
| Serial number | Required for warranty claims, optional otherwise. |
| Manufactured year | Strongly recommended. |
Everything else is optional but enriching the record is worth it.
Editing equipment later
- Customer profile → Equipment → [unit] → Edit.
- Or from any job that's tied to the unit.
Edits show in the equipment's activity log.
Importing a list
Have a spreadsheet with equipment for many customers? Email it to admin@runacall.com — we'll import it for you, free of charge. You don't have to fix the columns first; we'll figure out the mapping.
Removing equipment
Tap ⋯ → Remove. The unit is detached from the customer (and from any jobs that were linked to it). The job history isn't deleted; the unit just isn't on the customer's roster anymore.
Use this if a customer replaced the unit and you don't want the old one cluttering their profile.