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Equipment Tracking
Keep track of all equipment associated with any job
Equipment TRACKING
Manage and track your equipment
Keep track of installations and general equipment all in the Workiz platform. Save all documentation of exactly what equipment was installed, serial number, the warranty info & more.
Visibility
Gain full visibility on all your equipment
Stay organized and on top of all your equipment with all the equipment details in the client’s profile and job page. Never lose track of an item and see equipment from all jobs.
3
×
more jobs won
20
hrs
time saved per week
23
%
avg. growth in the first 3 months
63
%
less time spent on accounting & reports
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Workiz makes my life a lot easier!
Best bang for your buck field service management software! No more pen and paper.
I always recommend Workiz. It's incredible and has doubled our bookings and sales.
Frequently asked questions
Let us know if you have any other questions, our team is always happy to help!
What is Workiz’s Equipment Tracking feature?
Workiz’s Equipment Tracking feature is a robust tool within our field service management software that allows you to monitor and manage all installed equipment associated with your jobs, sites, and clients.
It lets you record essential details such as serial numbers, warranty information, installation dates, and service history, and exactly installation location, ensuring complete visibility, organization, and control over the equipment you install at a client’s site.
How does Workiz Equipment Tracking work?
You can add equipment to specific jobs. Equipment you assign to a job will automatically also appear on the client’s CRM profile.
When doing a new installations, you can add more specific details about the equipment you installed, such as location, serial number, model, make, etc. Those details are added to the job, which gives you information and visibility when you need it quickly.
For existing equipment, you can manually log them into the system. Each piece of equipment is linked to a property address, and its history—including installations, services, and removals—is meticulously recorded.
Can I track equipment service history and maintenance?
Absolutely.
Workiz allows you to log services performed on each piece of equipment, linking them to specific jobs. This creates a comprehensive service history, enabling you to monitor performance, schedule maintenance, and provide informed recommendations to clients.
Is the Equipment Tracking feature mobile-friendly?
Yes.
Workiz’s mobile app supports full functionality of the Equipment Tracking feature.
Technicians can add, view, and update equipment details directly from the field, ensuring real-time data accuracy and efficient service delivery.
Can I customize equipment details to fit my business needs?
Certainly. Workiz allows you to customize equipment entries, ensuring that all relevant information is captured and easily accessible.
Does Workiz support tracking of third-party equipment?
Yes.
Even if you’re servicing equipment not originally installed by your team, Workiz enables you to manually add third-party equipment to client profiles. This ensures a complete service history and facilitates better customer support, so you can better serve the client moving forward.
How does Equipment Tracking integrate with other Workiz features?
Equipment Tracking seamlessly integrates with Workiz’s scheduling, dispatching, invoicing, and CRM features. For instance, equipment details are accessible during job scheduling, and service history can inform invoicing and client communications, enhancing overall operational efficiency.
