In this article, you will learn how to keep track of installations and general equipment in Workiz.

If your team regularly performs installations, keeping track of those efforts is likely a vital part of your business. Workiz provides your team with critical visibility into your equipment installations, giving them access to the installation history associated with specific clients to ensure they’re always prepared for a job.

Adding equipment

Adding equipment to a job

Equipment can be added to a job in two different ways: as a new or existing installation. New installations must first be added as job items. Existing installations can be logged manually without needing to add them as job items. 

1. Open the job you want to add equipment to
2. From the Details tab, scroll down to Job equipment and select Add new
   
3. Choose the equipment you want to add:
   
   1. Source: Choose where this equipment is being sourced from:
      1. Job items: New equipment that you are installing from the job's list of items
      2. Client equipment: Equipment you have previously installed for this client
         

         This option will only appear if you have previously installed equipment for this client in Workiz. Choosing this option will allow you to track the history for this equipment. 

      3. Existing installation: Equipment that has already been installed for this client, whether by your team or another company
   2. Item: Select equipment you want to add
      

      This option will only appear if you are adding equipment from the job items or client equipment.

4. Enter the equipment details:
   
   1. Name
   2. Model #
   3. (Optional) Manufacturer
   4. (Optional) Labor warranty
   5. (Optional) Manufacturer warranty
   6. (Optional) Serial #
   7. (Optional) Installation date
   8. (Optional) Location in property
   9. (Optional) Notes
5. Select Save

Your equipment will now be added to the job. You will be able to select it as client equipment when adding equipment to other jobs in the future. 

Adding equipment to a client profile

Workiz also gives you the option of adding equipment directly from a client's profile page.

1. Open the profile of the client you want to add equipment for
2. Select More > Equipment
   
   
3. From the Equipment tab, select Add new
   
4. Enter the equipment details:
   
   
   1. Name
   2. Model #
   3. (Optional) Manufacturer
   4. (Optional) Labor warranty
   5. (Optional) Manufacturer warranty
   6. (Optional) Serial #
   7. (Optional) Installation date
   8. (Optional) Location in property
   9. (Optional) Notes
5. Select Save

Your equipment will now be saved to the client's profile. You will be able to select it as client equipment when adding equipment to jobs in the future. 

Viewing equipment history

After adding equipment to a job in Workiz, the equipment will be visible across two areas within the platform: the relevant job page (where the equipment was added) and the client profile.

Client profile pages will now have a new tab on the right side of the page for equipment, where you can edit the equipment, view its activity history, or remove it from your account. 

The history log will give you a detailed history of when:

• A related job was performed
• Equipment was added
• Equipment was removed
• Property address was updated