Trades Workflow feature

Equipment Service History Software

Track systems, units, model numbers, serial numbers, service notes, photos, and replacement context.

What it does

Equipment history connects customer assets to jobs and service records. This is especially important for HVAC systems, electrical panels, water heaters, appliances, and recurring maintenance assets.

Why contractors need it

Knowing the equipment prevents repeat questions and gives technicians better context before they arrive.

Example workflow

Before an HVAC tune-up, the tech can see unit age, filter size, prior refrigerant notes, photos, and previous recommendations.

What to expect

• Asset and equipment records
• Model, serial, and install context
• Service history
• Photos and prior recommendations

Related product areas

Work order software | Contractor dispatch software | Field technician app | Field service software pricing