Equipment / asset history per unit: how are you handling it today?
I've seen a few threads asking for equipment tracking in Jobber (model, serial, install date, warranty, and service history per unit). I'm curious how people are working around it today:
- Custom fields on the property?
- Nameplate photos attached to visits?
- A separate spreadsheet or app?
- Or does it mostly live in your techs' heads?
And a second question: what would matter more to you
(a) giving the customer a history report for their unit, or
(b) getting a list of who's due for maintenance, whose warranty is ending, or whose 12+ year-old unit is ready for a replacement quote, so you can book the work?
Transparency: I'm a founder building an add-on in this area, and I want to build what you'd actually use, not what I assume. Not linking anything here. If you'd be up for a quick 15-minute chat about how your shop handles this, just reply here and I'll reach out.
Thanks!