Introduction to Units in ServiceBox
ServiceBox offers a robust feature that allows service providers to manage and track units at various job site locations. This is especially useful for keeping detailed records of equipment—like rooftop units, furnaces, or HVAC systems—including filters, make, model, serial number, and more.
Navigating to Units within a Customer's Job Site
To access the units associated with a job site, you need to navigate through the customer's profile to their specific job site locations. Each job site can contain multiple units, which can be managed individually.
Detailed Unit Management
Within a Job Site, ServiceBox displays a full overview of site details, including contract expiration dates and the associated equipment (units).
Each job site can contain multiple units, which can be managed individually.
For example, you might see a basement furnace listed as a unit with its own set of details:
- Description
- Location
- Make and model
- Serial number
This structure helps you keep a clear and detailed inventory of customer equipment.
Custom Fields and Contract Types
ServiceBox allows you to customize unit records to meet your business needs. You can:
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Add warranty information
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Assign contract types and values
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Define service intervals
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Track other relevant fields
To set up these custom fields, go to:
Settings → Units → Custom Fields
Checklist Creation, To-Dos and Attachments for Units
Checklists
You can create maintenance or inspection checklists specific to each unit and attach them to work orders. This ensures techs follow consistent procedures when servicing equipment.
To-Dos
Assign recurring or one-time tasks (like a warranty check or filter change) to specific units using the To-Do feature. It’s a great way to stay ahead of preventative maintenance.
Attachments
Photos, spec sheets, service records, or warranty documents can be uploaded directly to a unit’s profile—keeping everything in one place.
To manage these, open the unit record and navigate through the tabs:
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Checklist
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To-Dos
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Notes
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Attachments
Utilizing Units in Work Orders
Incorporating unit details into work orders is straightforward in ServiceBox. You can select a unit when entering notes or even add a new unit directly from the work order interface.
Conclusion
The Unit Management feature in ServiceBox helps businesses keep detailed, organized records of equipment at job sites. Whether you're tracking service history, warranties, or just staying on top of inspections, Units make it simple.
If you have questions or need help, reach out to: