FieldCampEquipment — The Assets You Service | FieldCamp
The FieldCamp Equipment record tracks the units you install and service — model, serial number, install date, warranty — tied to a customer and visits.
Equipment is the asset you install and service — the furnace, the AC, the heat pump, the boiler, the pump, the unit on a customer's property that your crews come back to year after year.
Where a Job is the work and a Visit is the trip, the Equipment record is the thing itself: a single piece of gear with its own model and serial number, its own install date and warranty, and its own service history built from every visit performed against it.
It sits on the customer's property, and it is what a maintenance plan covers and what a returning technician looks up on arrival.
Equipment is added through an industry setup rather than shipping with every new account, so the record below describes the asset layer an HVAC or plumbing business runs on top of the standard Customers, Jobs, and Visits.
Equipment is not part of the standard day-one set of records. It is layered on through an industry setup — the HVAC and plumbing setup adds a Property, Unit, and Equipment hierarchy on top of the core records.
See HVAC & Plumbing setup for how the whole asset layer fits together.
What an Equipment record captures
An Equipment record keeps the identity and service facts for one asset — what it is, how to identify it in the field, when it went in, and how its warranty and service stand. The table below lists the fields on an Equipment record.
| Field | What it is |
|---|---|
| Name | A plain label for the unit, such as "Upstairs furnace" or "Rooftop AC." Required. |
| Equipment type | What kind of unit it is — Furnace, AC, Heat pump, or Boiler. |
| Model | The model number of the unit. |
| Serial number | The unit's serial number, used to identify it in the field and for warranty claims. |
| Install date | When the unit was installed. |
| Warranty expiry | When the unit's warranty runs out. |
| Service status | Where the unit stands on service — Good, Due soon, or Overdue. |
The owner and the location come from the records the Equipment hangs off rather than from fields typed onto the asset itself.
The owner is the Customer who holds the property, and the location is the property address — so a unit always rolls up to a real customer and a real site without re-entering either.
A technician opening the Equipment record on arrival sees the specs, the warranty standing, and the prior service in one place.
The service status pill — Good, Due soon, or Overdue — is the at-a-glance health of the unit. It is what tells a dispatcher which equipment is coming due and what a maintenance plan watches to schedule the next visit.
How Equipment connects
Equipment sits at the bottom of the property hierarchy and links up to its owner and across to the work that services it.
It belongs to a Unit on a Property, the Property belongs to a Customer, and each piece of Equipment builds its service history from the Visits performed against it. The diagram below shows the records an Equipment asset connects to directly.
Read the connections outward from the Equipment:
- One Unit can hold many pieces of Equipment, but each Equipment record belongs to exactly one unit. A residential home is often a single unit with a handful of pieces of equipment; a commercial building can have several units, each with its own equipment.
- A Unit sits on a Property, and a Property is owned by a Customer — so every piece of Equipment rolls up to a single owner and a single serviced address.
- A piece of Equipment builds its service history from Visits — the trips your crews make to the site. Each visit performed against the unit adds to its record, so the history gets richer every time.
Because a unit is serviced through Visits and Visits belong to Jobs, the Equipment record is also how a Job knows which assets it is working on.
A Job can reference the equipment the work needs, and the visit done in the field is what writes back to the unit's history.
A customer owns a property, the property has units, and each unit holds its equipment.
When a job is scheduled as a visit and that visit is performed against a unit, the work lands on the equipment's record and builds the service history that the next technician — and the next maintenance plan — reads from.
On the Equipment record
This page comes with an out-of-the-box layout, built from building blocks. If you want to customize the blocks — reorder, add, hide, or group the sections below — you can. See Record layouts & building blocks.
The Equipment record opens on an Overview tab and keeps two more tabs for the unit's paper trail. The page is built from the same building blocks as every other record, arranged for an asset you service.
Overview
- Header — the unit's name and a service status pill showing Good, Due soon, or Overdue, with a wrench icon.
- Belongs to — a card linking up to the parent Unit, so you can step up to the unit, the property, and the customer from the asset.
- Specs — the unit's facts in a sidebar group: equipment type, model, serial number, install date, and warranty expiry.
Service records
The unit's service history — the past visits performed against this piece of equipment, built up from the field over time.
Files
Photos, manuals, warranty documents, and any other files attached to the unit.
Because Equipment lives on the customer's property, you can reach it two ways: open the Equipment record directly, or step down to it from the Customer → Property → Unit → Equipment chain.
The property's own page carries an Equipment tab that lists every unit's assets in one place, so a dispatcher can see all the gear at a site before sending a crew.
The service history is the point of the Equipment record.
Every visit your crew performs against a unit lands here, so the gap analysis — how long since the last service, what was done, what is due — is always current without anyone keeping a separate log.
Make it your own
The Equipment record is the starting point, not the limit. Because it is a record like any other in the FieldCamp data model, every part of it bends to your trade.
Add your own fields to the Equipment record — refrigerant type, filter size, tonnage, last-inspection date, or a compliance reference — and they appear alongside the specs.
Equipment is itself an asset-style object you can model. A pest-control business can build bait stations the same way; a pool company can track pumps and heaters — each its own record with its own fields and service history.
Rearrange the blocks on the Equipment page, add sections, or move fields between the main column and the sidebar so the record reads the way your techs work.
The same Equipment record serves any size of operation. A single-truck operator tracks a handful of units across a short list of customers and reads each one's history before a visit.
A growing contractor adds custom fields for the specs their trade cares about. A multi-location franchise runs the same Property, Unit, and Equipment layer at every site, tailoring the fields and stages each location needs without rebuilding the model.
Residential or commercial, the asset, its owner, its location, and its service history are the same building blocks — ready to tailor to your trade.
Related records
The owner of the property an Equipment record sits on. One customer can own many properties and the equipment on them.
The work order that brings a crew to the site. A job can reference the equipment the work needs.
The trips to the site that build an Equipment record's service history, one visit at a time.
The industry setup that adds the Property, Unit, and Equipment layer on top of the standard records.
Add your own fields to Equipment, or model a whole new asset object for your trade.
See also
More in the FieldCamp data model.
Related guides
Hands-on, step-by-step guides from the rest of the FieldCamp documentation.
Rules & Automations — FieldCamp's Rules Engine | FieldCamp
FieldCamp rules run as records are created, updated, change stage, or are deleted — validate fields, create child records, roll status up, calculate values, convert records, and more.
Service Agreements — Recurring Contracts | FieldCamp
The FieldCamp Service Agreement record holds recurring service contracts and maintenance plans. See its fields, how it connects to Customers, Jobs, and Visits.