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Features · Equipment records

The system remembers every unit

Model, serial, age, history and every declined recommendation, held on the property rather than the job.

The most valuable sentence in field service is "we quoted this last June." It only exists if the equipment record survives the technician, the job and the season, which is exactly what Notifi makes it do.

One unit’s history, including the quote that was declined2011Installed2019CompressorJunQuoted, declinedTodayFailed
Home service companies running on Notifi
AquaDryBill Glick PaintingKincy's Home RepairNorthlake LandscapesPersonal Touch House Cleaning
Backed byERA
Memory

The money is in what the last technician wrote down

A fourteen-year-old condenser with a failing fan motor is a replacement conversation, but only if somebody knows the motor was flagged and declined in June. In most shops that knowledge drives home in the technician’s van.

In Notifi the record sits on the property. Whoever turns up next opens the door already knowing the unit, its history and what was recommended last time.

Iris reads the same records when she answers, so a customer with a unit on file is recognised on the first ring.

What it does

Equipment records, in detail

Equipment on the propertyUnits belong to addresses, so history survives technicians and seasons.
Model, serial and ageThe details that decide repair-versus-replace, on file before the visit.
Full service historyEvery job, part and reading against the unit, in one timeline.
Declined recommendationsWhat was quoted and turned down, carried forward to the next conversation.
Photos and documentsNameplates, install photos and manuals attached to the unit.
Warranty trackingManufacturer and workmanship warranties held against the equipment.
Commercial asset registersEvery rooftop unit, panel or door per site, with its own record.
Replacement signalsAgeing units with repeat repairs surface as opportunities, not surprises.
Questions

Equipment records, answered

Why does equipment live on the property instead of the job?

Because units outlive jobs and technicians. Holding the record against the address means the history is still there in five years, whoever visits.

Does it track declined recommendations?

Yes, and that is the point. A quote declined in June is the opening of next season’s conversation rather than a forgotten note.

Does it work for commercial sites with many assets?

Yes. Each site carries its own register, and each unit its own record, history and warranty position.

Can technicians see the history in the field?

Yes. The mobile app opens the property with every unit, past job and recommendation attached.

Does Iris use these records?

Yes. When a customer calls about a unit on file, she already knows its age and history, which changes what she can offer.

Is this included?

Yes. Equipment records are part of the customer record, not a module.

See it on your own operation

Bring a real week of calls and jobs and we will run Notifi against them.

Home service companies