Equipment/Asset History Log
I have brought it up before to the team, but wanted to get feedback from other users on the platform. Equipment logs that could track model/serial number, work preformed, parts used etc. This would b...
Forum Discussion
Wanted to chime in here with some info on how Jobber supports tracking equipment details 😊
Custom Fields for Equipment Specifics
- Use Custom Fields to add fields like model numbers, serial numbers, or any other equipment identifiers. Custom fields can be numeric, area, or text-based and are visible on the edit screen for use in reports or workflows.
Notes & Attachments for Work Performed and Parts Used
- Attach notes to clients, requests, jobs, or invoices to document what work was performed and which parts were used. You can also upload attachments (e.g., PDFs of part numbers, manuals, receipts) and link notes to related items for context.
Reporting on Parts & Services Used
- The Products and Services Report lets you see item usage and service activity tied to jobs, quotes, and invoices — helpful for tracking parts or services used across equipment jobs.
- The Visits Report shows details about each visit (including assigned team members and related job data), which can help review work performed and tie to equipment used if you populate those fields via custom fields or notes.
Practical Setup Tips
- Create custom fields for model numbers, serial numbers, and parts used, then use notes/attachments to record specifics for each job. This keeps all equipment details accessible on the corresponding job, quote, or client record