When you install or service equipment at a customer's property, log it in their record. The next time you (or another tech) shows up, the make/model/serial/warranty is already there — no fishing through old invoices to remember which heater they have.
Adding equipment
- 1Open the customer's detail page
Click any card on /portal/customers.
- 2Click 'Add equipment'
Inside the 'Equipment installed' section, top-right.
- 3Pick the type + fill what you know
Type is required (water heater, tankless, furnace, AC, softener, RO, disposal, sump pump, panel, generator, roof, etc.). Brand, model, serial, install date, warranty until, and notes are all optional but helpful.
- 4Tick 'We installed this'
When applicable. Surfaces an 'Installed by us' badge so you can spot equipment under your own warranty vs equipment the customer had before.
Warranty status
Every equipment row shows a status chip based on the warranty_until date you entered:
| Green / no chip | Warranty active, more than 90 days remaining. |
| Amber 'Ending soon' | Warranty expires in less than 90 days. Good time to flag the customer for a check. |
| Red 'Out of warranty' | Past expiry. If something breaks, customer pays — flag for upsell on a replacement. |
When equipment gets replaced
If you replace a unit, edit the old row + set the 'Replaced' state — it dims out but stays visible so you keep the service history. Then add the new equipment row.
When you send a customer their portal link, they see a 'Equipment we know about' section — gives them confidence you remember what's in their house.