THE CONTEXT BEHIND EVERY JOB
Put the customer, the site and the system in the same picture.
A useful service record starts with the relationship between a customer, a location and the equipment installed there. Keep identification details and photographs together so your quotes and maintenance start with the same context.
Equipment record
BUILT AROUND THE WORK
Build records that support the next service task.
Organize service locations
Connect each customer with the locations and installed equipment your team services.
Identify the right unit
Record equipment type, manufacturer, model, serial number and technical details.
Bring the context into service
Keep equipment and model photographs available alongside the information used for quoting and maintenance.
CUSTOMER → LOCATION → EQUIPMENT
Make a large customer account easier to understand.
A customer name alone does not tell your team which building or system needs attention. Organize the relationship between the account, each service location and the installed equipment.
- Keep multiple service locations connected to the customer.
- Identify units by manufacturer, model and serial number.
- Use equipment and model photographs for identification.
INFORMATION WITH A PURPOSE
Use the record in the next quote or maintenance visit.
Equipment information should support the work, rather than sit apart from it. Bring the same identification context into service quoting and recurring maintenance.
- Prepare quotes for the equipment being serviced.
- Connect planned and completed maintenance to the unit.
- Give office and field teams a shared point of reference.
Maintenance checklist
HOW IT FITS TOGETHER
A record your office and field teams can follow.
01
Create the customer context
Organize the customer and their service locations.
02
Build the equipment record
Add identification details, technical information and photographs.
03
Connect the service activity
Use that equipment context when preparing quotes and maintenance work.
BEFORE YOU CHOOSE
What would you like to know?
Can a customer have more than one location?
Customer records connect to service locations and the equipment installed at each location.
What equipment information can we keep?
Equipment records include type, manufacturer, model, serial number, technical details and photographs.
How are these records used elsewhere?
The customer, location and equipment context supports the related quoting and maintenance workflows.
Working directories with equipment detail.
Customers, locations and equipment
Work from separate customer, location and master equipment lists. Review customer counts for locations, equipment and quotes, and use location types to organize sites.
Identify the installed unit
Record manufacturer, model, serial number, volts and phase, tonnage, refrigerant type and description. Keep equipment photographs separate from model photographs.
Maintain useful records
Use active and inactive customer and equipment statuses, adjust customer list columns and consolidate duplicate customers, locations or equipment with merge tools.
Start with the equipment your team services.
See how your customer locations and installed equipment can stay connected.