Customers & assets
A real CRM for field work. Track each customer’s sites, the equipment you installed at each one, serial numbers, warranty windows and the full service history, so every visit starts with context.
Field work needs a memory, and this is it. Each customer can have several sites, and each site holds the equipment you installed there — model, serial number and warranty window — so the record reflects the real world, not just a name and a phone number.
Every visit is saved against the asset, which means the full service history travels with the equipment. When a technician takes a callback two years later, they open the asset and see what was installed, what has been serviced, and whether it is still under warranty — before they even leave the office.
What you get- Customer profiles with multiple sites
- Equipment registry with serials and models
- Warranty windows and service history per asset
- Context on every job before the technician arrives
Frequently asked questions
Can one customer have more than one location?
Yes — a customer profile can hold multiple sites, each with its own installed equipment and service history, which suits property managers and multi-branch businesses.
How do I know if a repair is still under warranty?
Each asset stores its warranty window, so warranty status is visible on the record before you schedule or quote the work.
Where does the service history come from?
Every closed work order is saved against the asset, so the history builds itself as you work — no separate logbook to maintain.