Equipment

Track every unit you service — systems, asset IDs, and lifetime repair spend.

11 articles
Basics5 / 5
Tracking equipment installations and service history
Tie a unit to a customer and see every service it's ever had.
Manually adding new equipment to a client
Add a unit to an address from the office or the field app, or fill it in from a photo of the data plate.
Viewing a unit's page and history
Open a unit to see its details, jobs, billed cost history, refrigerant log and photos.
Equipment on a job (office and field app)
Attach units to a job, update condition, log refrigerant, and mark a unit inactive from the job page or the field app.
Importing equipment from a spreadsheet
Bring in a CSV of units matched to your existing addresses, with systems, asset IDs and warranty dates.
Systems & asset IDs2 / 2
Grouping equipment into systems
Roll units up under a named cooler, rooftop, or zone — and see spend for the whole group.
Asset IDs and custom equipment types
Give every unit an on-site tag and add equipment types beyond the built-in list.
Cost tracking & reports4 / 4
Assigning job and invoice items to equipment
Tag each line item to the unit it was for — that's what powers per-unit cost history.
Reading a unit's cost history
Lifetime billed spend, repairs, and spend per year — everything a unit has cost, in one tab.
Printing an equipment history for a customer
A branded, printable repair-spend report — the page you hand over when it's time to replace, not repair.
The Equipment Cost Analysis report
Every unit across your customers ranked by billed repair spend, with filters, a spend heatmap and CSV export.