Customers and equipment

The Customers tab links field-service customers to your CRM Contacts. The Equipment tab tracks physical assets you service.

Customers:
• Field Service customers are linked to existing Contact records — no duplicate data entry
• Each customer record shows all associated jobs and agreements

Equipment:
Track any physical asset you install, maintain, or repair. Each record includes:
• Name, model, and serial number
• The customer who owns it
• Installation date and warranty expiry
• Notes

Creating an equipment record:
1. Field Service → Equipment → + Add Equipment
2. Enter the name, model, serial number, and customer link
3. Set install date and warranty expiry
4. Save

Equipment builds a service history — useful for recurring maintenance, warranty claims, and customer conversations.