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.