In this article, you will learn how to use equipment tracking to easily keep tabs of installations and service histories 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.

Equipment tracking overview

Equipment tracking in Workiz is mainly split between two processes: Adding new equipment and tracking service histories. Here, we will cover all of the necessary steps to accomplish both. 

Enabling the add-on

Before you can start tracking equipment in Workiz, you will need to enable the add-on from the Feature Center. 

1. From the top navigation bar, select the Feature Center
2. Select Equipment tracking
3. Select Get started to enable the add-on 

Creating reusable equipment-type items for your price book

After enabling the add-on, you will need to start adding reusable equipment-type items in your price book. 

1. From the sidebar menu, select Price book
2. From the Items & products tab, select Add new
3. Create your equipment item as desired while also ensuring the following:
   
   
   1. Item type: Must be set to Equipment

      All other item fields not specified above can be customized to fit your business needs.

4. Repeat Steps 2–3 for all remaining equipment items you want to create

Adding/installing new equipment: Tracking items as equipment on jobs

After creating reusable equipment-type items in your price book, you can add them as billable line items on jobs. This allows you to convert them into trackable equipment linked to specific jobs.

1. Create a new job
2. Select the Items tab
3. Add one of the equipment-type items you created in the previous section
4. Next to the equipment-type item, select Track this equipment
   
   

   Please be aware that:

   • The "Track this equipment" option will only be available for equipment-type line items.
   • The "Track this equipment" option can only track up to 30 units at a time. If the quantity exceeds 30, select "Track this equipment" again to track the remaining units.
5. Select the Equipment tab
   
6. Next to the equipment item that was just added, select the edit icon
7. Update the equipment with additional details (e.g., serial number, warranty information, etc.)
   

This equipment will be saved to both the job and client profile, making it available for future jobs to track its service and maintenance over time.

Logging services on tracked equipment

Once you’ve added equipment to a client profile through a job, you can start building a detailed service history for it. Linking non-equipment items to specific saved equipment ensures that each service entry is accurately recorded and tracked over time.

1. Create a new job
2. Select the Items tab
3. Add a non-equipment type item (e.g., service, product, etc.)
4. Next to the item, select Link to equipment
   
   

   The "Link to equipment" option will only be available for non-equipment type line items.

5. Select a piece of equipment that has been previously saved to the client's profile
   
   

   Equipment is tied to specific properties. When linking items to equipment, you will only see equipment that was previously saved to the same property for the current job.

   If no equipment is shown, there may be no saved equipment for that property.

This job and the linked line item will be added to the history log for this equipment. 

Viewing equipment history logs

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

To learn more about accessing equipment history, please see this article.