The hardest sale in this trade is "stop repairing it, replace it." The printed equipment history is the page that makes that case for you: a branded, one-glance record of everything the customer has spent keeping a unit alive.
Printing it
- Open the equipment (or the whole system) and click Print PDF in the header.
- Your browser's print dialog opens — print it, or choose Save as PDF to email it.
The document prints clean: no app chrome, no buttons, just the report.
What's on the page
- Your branding — company logo (or name in your brand color) with your phone and email.
- The unit — customer, site address, asset ID, type, system, manufacturer + model, serial, install date, and warranty expiry.
- The headline numbers — lifetime billed, repair count, and last serviced date.
- Spend per year — the bar chart that makes the trend undeniable.
- Repair history — every billed line: date, invoice number, description, amount.
Printing a system produces the same document for the group — lifetime numbers across all units, system-level shared charges, and a roster of units ranked by spend.
What's deliberately NOT on it
Your costs and margins never print, even with inventory tracking on. The document only shows what the customer was billed — it's safe to hand over, email, or leave on the kitchen counter.
Pair it with an estimate. "You've spent $3,850 on this unit in three years — here's what a new one costs" is a two-page close. Print the history, attach the replacement estimate, done.
Fixing a history before you print
If the numbers look thin, it's usually unassigned lines — check the unit's Job-wide (unassigned) section and assign the strays to the right unit first. See Assigning job and invoice items to equipment.