Installed base
Customers, installation locations, equipment, components, serial numbers, documents and photographs in one navigable structure.
Product features
The installed unit stays at the centre of the work.
EquipSpan connects the long-lived equipment record with the requests, decisions, visits, evidence and commercial follow-up that happen around it.
- Desktop and mobile PWA
- Optional sample workspace
- All features in every plan
Equipment record · EQ-00024
Needs reviewRooftop heat pump
Customer & locationNorthpoint Foods · Unit 3
Model & serialRTU 420 · M2F-8841
CoverageSupplier review pending
Next actionSend compressor evidence
SummaryComponentsFilesCoverageMaintenanceHistory
Open work
Intermittent compressor tripVisit completed · claim still open
Quarterly inspectionDue 28 Aug 2026
Recent evidence
IMGPDFIMG
5 files · installation, nameplate and visit evidence
Example dataOne current record across office and field work
Eight connected product areas
Practical structure for real after-sales work—without an ERP implementation.
Every area is part of the working application and shares the same customer, location, equipment and activity context.
Coverage and history
Manual coverage records, source evidence, revisions, service requests, visits and decisions preserved on the equipment timeline.
Requests and follow-up
Internal requests or secure customer intake, priority, responsibility, next action, target date and a separate treatment log.
Field execution
Optional visits, mobile preparation, checklists, contextual photographs, notes, signatures and regional PDF service reports.
Maintenance
Recurring maintenance plans, due and overdue views, reminders, completion history and the next calculated occurrence.
Commercial follow-up
Itemised proposals, proposal PDFs, supplier claims, expected and actual amounts and a clear financial outcome.
Reports and evidence
Equipment and maintenance CSV reports, individual evidence ZIP packages and SHA-256 manifests for exported files.
Team workspace
Owner, manager and technician access, invitations, activity history, global search, onboarding and optional sample data.
Documents configured for your business
Your regional settings also apply to PDFs and exports.
Dates, timezones, currencies, numeric separators, tax labels and A4 or Letter paper are workspace settings. Proposal and visit PDFs use those choices rather than assuming that every business using English follows the same conventions.
- Itemised proposal PDF
- Visit report PDF with checklist and photographs
- Equipment and maintenance CSV reports
- Evidence ZIP with SHA-256 manifest
ESService report
SV-0018 · 18 Aug 2026Rooftop heat pump inspection
Customer: Northpoint Foods
Equipment: RTU 420 · M2F-8841
✓ Isolate and inspect unit✓ Record controller readings✓ Photograph compressor label
Customer acknowledgement
Product boundaries
EquipSpan stays useful by maintaining a clear scope.
It records operational facts and human decisions. It does not provide automatic legal, safety, accounting or compliance conclusions.
Included in the workspace
- Customer equipment and service continuity
- Manual coverage assessments and supporting evidence
- Basic scheduling and assigned field work
- Proposals, claims and lightweight financial follow-up
- Reports, exports and evidence packages
Outside the product scope
- Fiscal invoicing and accounting ledgers
- Advanced dispatch, route optimisation and payroll
- Automatic legal warranty determinations
- Complete inventory, warehouse and production control
- Enterprise CMMS, RMA or compliance certification
Does this fit your operation?
Try EquipSpan with your own installed base.
The complete 21-day trial requires no card. Load the removable sample data or begin with one real customer, location and installed unit.