Dispatch & Work
Equipment tracking
Log equipment installed at customer properties.
Overview
Record HVAC units, water heaters, and other assets at each property. Technicians and office staff can find equipment history when quoting and servicing repeat visits.
What we're building
On a repeat visit, the first question is always what is installed here, which unit, what model, when it was last serviced. If that lives only in a tech's memory or an old paper file, every return trip starts from zero and quotes take longer to put together.
Thorbis lets you log the HVAC units, water heaters, and other assets installed at each customer property. Technicians and office staff can pull up that equipment history when quoting work or servicing a repeat visit, so the next person on site already knows what they are dealing with before they arrive.
It is for techs and office staff who service the same properties more than once and need the history to come with the address.
What you'll be able to do
- Log equipment installed at a property
- Record HVAC units, water heaters, and other assets
- Tie equipment to the right property
- Look up equipment history on repeat visits
- Reference assets when quoting work
- Give the next tech context before arrival
Rollout plan
- 01
Property equipment records
CompleteLog assets installed at each customer property.
- 02
Equipment history
CompleteKeep a history techs and office staff can look up.
- 03
Quote and service context
CompleteSurface equipment details when quoting and servicing repeat visits.
Milestones
- Complete:
Asset logging
Record equipment at properties.
- Complete:
Asset types
Cover HVAC units, water heaters, and other assets.
- Complete:
History lookup
Make equipment history searchable.
- Complete:
Service context
Provide context for quoting and repeat visits.
More in Dispatch & Work
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.