Track Equipment at Properties

What this guide covers

This guide explains how to track equipment and assets at a property in JobsiteOn. Recording equipment details helps technicians arrive prepared and lets you proactively schedule maintenance based on warranty dates.

Adding equipment to a property

1. Open the property at /properties/[slug].
2. Click the Equipment tab.
3. Click Add Equipment.
4. Fill in the details:
   • Equipment name -- e.g., "HVAC Unit," "Water Heater."
   • Brand -- manufacturer name.
   • Model number -- for ordering parts and reference.
   • Serial number -- for warranty claims.
   • Install date -- when the equipment was installed.
   • Warranty expiration -- when the warranty ends.
5. Click Save.

Screenshot: The Add Equipment form with fields for name, brand, model, serial number, and warranty date.

Viewing equipment

The Equipment tab shows all logged equipment for the property. Each entry displays:

• Equipment name and brand.
• Model and serial numbers.
• Install date and warranty status.

Click any entry to view or edit its details.

Equipment on the mobile app

Technicians see equipment entries on the mobile app when they open a job at the property. This helps them:

• Identify the make and model before arriving.
• Bring the correct parts and tools.
• Reference warranty status for repair decisions.

Editing equipment

1. Click the equipment entry in the list.
2. Click Edit.
3. Update any field and click Save.

Removing equipment

1. Click the equipment entry.
2. Click the overflow menu (...) and select Remove.
3. Confirm the removal.

Tip: Set warranty expiration dates on all equipment. JobsiteOn can alert you when warranties are about to expire so you can schedule preventive maintenance.

Note: Equipment records are property-specific. If equipment is moved to a different property, remove it from the original and add it to the new location.

Related articles

• View the Property Detail Page
• Add Property Photos and Notes
• View Property Service History