Customers, properties and equipment
Customers
Section titled “Customers”Each customer has contact details and a preferred way to be reached: phone, email or text. A customer is either Active or Inactive. Mark someone inactive instead of deleting them, so their history stays intact.
Properties
Section titled “Properties”A customer can have several properties, such as a home and a rental. Jobs, equipment and maintenance plans attach to a property, so you always know which address the work is for.
Equipment
Section titled “Equipment”Record each unit installed at a property so its history stays with it. Choose the equipment type:
- Air conditioner, heat pump, mini split
- Furnace, boiler, water heater
- Package unit, rooftop unit, air handler
- Evaporator coil, condenser, ventilation
- Other
For heating equipment you can also note the fuel type: electric, natural gas, propane, oil or dual.
When you create a job you can link it to the equipment being worked on.
Attachments
Section titled “Attachments”You can attach files, such as photos and documents, to records. Open an attachment from the record it belongs to.
Who can manage equipment
Section titled “Who can manage equipment”Everyone except the Accountant role can create and edit equipment. See Team and roles.