In this article, you will learn how to view an equipment's installation and service history.

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.

Viewing equipment history

In Workiz, equipment history can be viewed across two different places: a client profile and the Equipment report. The client profile will display all equipment associated with a specific client. The Equipment report will provide you with a broad overview of all of the equipment your team has installed and/or serviced over a certain period. 

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

• Equipment was added/installed
• Equipment was serviced
• Equipment was removed
• Property address was updated

Viewing equipment history for specific clients

1. Open the profile of the client whose equipment you want to review
2. Select More > Equipment
   
3. Next to the equipment you want to review, select the history icon
   

Viewing account-wide equipment history

Workiz also provides you with a dedicated report so you can view all of the equipment your business has added across your account. Here, you'll be able to get a broad overview of all of your equipment, installation dates, warranty dates, and quick access to history logs.

1. From the sidebar menu, select Reports
2. Select Equipment
   
3. Next to the equipment you want to review, select the history icon
   

Modifying the Equipment report

The Equipment report can only be modified to display equipment by a specific time period. Entries will be displayed if any date within the equipment’s history log falls within the selected time period. This includes events like equipment installation, property updates, and jobs performed.