How to Track Service History for Customer Equipment
Set up comprehensive equipment tracking with service history in Local Business Pro.
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
- Create a custom record template for equipment
- Add relevant fields (brand, model, serial, install date)
- Enable AI extraction on key fields
- When creating jobs, attach the equipment record
- 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.
Bizzy Can Do This For You
Instead of doing this manually, just tell Bizzy:
"Help me track equipment service history"Tags:
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Last updated: February 1, 2025