Know every unit at every property before your tech opens the door.
Track make, model, serial number, and install date for every piece of equipment. Full service history per unit. Your tech sees it all on the work order.
Equipment Registry
Warranty and age tracking
Carrier 58PHA
Installed 2013 路 4 service calls this year
Replacement candidate
Navien NPE-240A
Installed 2019 路 Warranty expires in 62 days
Warranty alert
Trane XR16
Installed 2017 路 Service interval due
Maintenance due
Make, model, serial number, install date. All logged.
Every unit at every property lives in LeverLoop. Your tech logs it once, and it's there forever. When they show up for the next call, they already know what they're working on.
See equipment recordsKey benefit: No more asking the homeowner 'what kind of unit do you have?' Your tech already knows.
Carrier 58PHA
Installed 2013 路 4 calls this year
Navien NPE-240A
Warranty expires in 62 days
See every job you've ever done on that unit
Open a piece of equipment and see the full service timeline: every repair, every tune-up, every part replaced. Your tech spots patterns. Your office spots replacement candidates.
See unit service historyKey benefit: Better diagnostics, smarter recommendations, and fewer callbacks.
Carrier 58PHA
Installed 2013 路 4 calls this year
Navien NPE-240A
Warranty expires in 62 days
Your tech sees the equipment list before they knock
When a job is scheduled, the equipment at that property shows up on the work order automatically. Your tech knows the make, model, age, and last service date before they ring the doorbell.
See work order viewKey benefit: Techs arrive prepared. Customers notice the difference.
Open assigned job
Review customer + equipment history
Send estimate and capture signature
Collect payment and close job