In this article, you will learn how to manually add equipment to a client profile to begin tracking 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.

Workiz generally recommends adding new equipment as a new installation on a job. This is done by creating reusable line items in your price book and tracking them as billable equipment on jobs.

However, if you’re servicing equipment your team didn’t install, you’ll first need to save it to the client’s profile — either directly through their profile or by adding it to a new job.

Manually adding third-party equipment to a client profile

1. Open a client profile
2. Select More > Equipment
   
   
3. Select Add new
4. Create the third-party equipment you want to add:
   
   
   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

Manually adding third-party equipment to a job

If you'd prefer to do it directly on a job instead, you can also do this in just a few steps.

1. Open a job
2. Select the Equipment tab
   
3. Select Add new
4. Select Third-party equipment > Continue
   
   
5. Create the third-party equipment you want to add:
   
   
   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

Logging services on saved client equipment

After saving third-party equipment to a client profile, you will then be able to log new services on that equipment on jobs. You can do this by:

1. Adding line items to a job
2. Linking those items to saved client equipment
3. Completing the job

To learn more about linking items to jobs, please see this article. 

Equipment property address overview 

Equipment that you add in Workiz includes an optional field for an associated property address that acts as a record of where the equipment was installed. 

If you add equipment from a job page, the equipment property address will automatically be derived from the job’s service address. If you add equipment from a client profile page, you will have the option of selecting one of the various properties that you have previously added to this client’s profile.

Generally, equipment can only be assigned to one property address. This means that you will not be able to add equipment to multiple jobs unless those jobs all have the same property address.

If you successfully add a piece of equipment to multiple jobs, but then update the service address to one of those jobs, the equipment will be removed from that job.

The only exception to this rule is if you update the property address from the client profile. Workiz allows you to update the equipment property address from the client profile without affecting the property address found within the relevant job. 

As it relates to client equipment, jobs provide a record of where the equipment existed at the time of the service. But for the most up-to-date information on the current location of the equipment, your client’s profile page will serve as the single source of truth.

Lastly, should you ever delete a property address from a client’s profile page, any equipment related to this address will no longer have an associated property address.