Equipment tracking ties a customer's units (AC, furnace, heat pump, mini-split) to every job that touches them. The result: a complete service history per unit.
Why this matters
| Use case | Why it pays off |
|---|---|
| Diagnostic shortcuts | "This compressor failed 18 months ago. Let's look at the suction line first." |
| Warranty claims | The install date, model, serial are right there. |
| Refrigerant tracking | Required for EPA recordkeeping. See Refrigerant compliance report. |
| Customer trust | Telling a customer their unit is 12 years old (without them telling you) builds it. |
Adding equipment
Two paths:
From a job (in the field)
- Tech opens the job on the mobile app.
- Equipment tab → + Add.
- Enter make, model, serial, refrigerant type, and manufactured year by hand.
- Save.
From the office
- Open the customer profile.
- Equipment tab → + Add equipment.
- Enter the fields by hand.
- Save.
See Manually adding new equipment.
What gets tracked per unit
| Field | What's stored |
|---|---|
| Identity | Make, model, serial, manufactured year. |
| Install | Install date and installer. |
| Refrigerant | Type and charge. |
| Location | Basement, attic, outdoor. |
| Service notes | A free-text history. |
| Jobs | All jobs that touched the unit. |
Attaching equipment to a job
When creating a job for a customer with existing equipment, pick which unit you're servicing. The job is linked, and service history rolls up to the unit automatically.
Importing equipment
Tip
Have a list of equipment for many customers from your old software? Email it to admin@runacall.com — we'll import it for you, free of charge. You don't have to clean up the columns first; we'll figure out the mapping.
Reporting
The Equipment attach rate report shows what % of jobs have equipment linked. Aim for ≥80% — anything lower suggests techs are skipping the step.