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Add HVAC equipment records

Track equipment by property and use HVAC-specific fields without hardcoding them into core CRM records.

Job creation, completion, equipment, and field workflow.

Steps

  1. 1Open Equipment.
  2. 2Choose the customer and property.
  3. 3Create a shared or internal equipment record.
  4. 4Fill in HVAC details such as system type, unit make, model, serial, refrigerant type, filter size, install date, warranty expiration, readings, and notes.
  5. 5Use the equipment record from jobs and client portal sharing when relevant.

Tip

HVAC fields live in the HVAC vertical module so other trades can add their own schemas later.

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