Customers & CRM

How to Track Service History for Customer Equipment

Set up comprehensive equipment tracking with service history.

intermediate 8 min read workflow equipment service-history tracking
Book a demo Calculate missed-call revenue

Quick Answer: Create custom records for equipment, attach them to jobs, and view complete service history in the contact timeline. Enable AI extraction to capture equipment details during calls.

Setup Steps

  1. Create a custom record template for equipment
  2. Add relevant fields (brand, model, serial, install date)
  3. Enable AI extraction on key fields
  4. When creating jobs, attach the equipment record
  5. Service history accumulates automatically

Equipment Record Fields

  • Brand and Model - Identification
  • Serial Number - Warranty lookup
  • Install/Purchase Date - Age tracking
  • Location - Where in property
  • Notes - Special instructions

Viewing Service History

Open any contact, go to their equipment records, and see every job where that equipment was serviced. This provides complete maintenance history for warranty claims and replacement recommendations.