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Autopilot

Know the system before you arrive.

Keep every customer's equipment details, warranties and service history in one place. Send your technician out knowing more than the address.

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Trusted by 400+ businesses4.9 out of 5 stars on Google Play4.8 out of 5 stars on the App Store
See the installed equipment at the customer’s service address.
  • Equipment at each property
  • Warranty dates
  • Service history
Open the actual jobs and routine maintenance recorded against the unit.

The next visit starts with the last one.

A technician should not have to piece together old invoices to learn what was done. Open the equipment record to see the linked jobs, last service and next due date. The customer's invoice can also show which equipment was serviced.

  • Separate parts and labor warranty dates.
  • Photos and notes attached to the unit.
  • Service Due, Warranty Expiring and Equipment Age reports.
  • Keep the history when a unit is replaced or removed.

The details you need before you arrive.

Open the equipment record for its model, serial number, installation details, warranties and service dates. Send the technician out with the details that belong to that unit.

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Keep the model, warranties and next service date on the equipment record.

Every property has a history.

The upstairs air conditioner. The water heater in the garage. The furnace you installed last winter. Give each unit its own record under the right customer and service address, with a name your crew recognizes.

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  1. Record the unit

    Choose the equipment type and add its make, model, serial number, installation date and location at the property.

  2. Keep the useful details

    Add photos, warranty dates and type-specific details such as filter size or fuel type. Set the service interval for that unit.

  3. Connect the work

    Select the equipment worked on when you record a job. The job becomes part of the unit's service history.

  4. Track the next service

    Mark routine maintenance complete on a completed visit. Autopilot advances the service date and calculates the next due date when an interval is set.

Service technician checking the day's work beside an open service van

Send more than an address to the technician.

The upstairs AC. The water heater in the garage. The unit you installed last winter. A recognizable equipment record helps the crew find the right system and the right history.

See it with our team
businesses run on Autopilot
400+
Google Play rating
4.9
App Store rating
4.8
per month starting price
$49

Questions about Customer Equipment

What to know before you put it to work.

Is this the same as rental asset tracking?
No. Customer equipment records describe systems installed at a customer's property, such as an AC unit or water heater. Rental asset tracking describes your own dumpsters and rental units.
What equipment types can I record?
The equipment catalog includes HVAC and plumbing types with relevant detail fields. You can also set up custom equipment types for the systems your company services.
Does every completed job move the maintenance date?
No. The unit must be marked as having routine maintenance completed, and the job must have a completed visit. A configured service interval is needed to calculate the next due date.
Do replaced units lose their history?
No. Mark a unit as replaced or removed. Its record and linked service history stay available.

Keep the whole business connected.

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See Customer Equipment in your business.

Try Autopilot for yourself, or book a demo and walk through the work with our team.

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Screenshots use sample records.