Installed equipment management

The job may close. The equipment record keeps working.

EquipSpan gives small teams that install equipment at customer sites a shared record for everything that happens after installation.

  • No card required
  • All features included
  • Guided sample data available
Installed HVAC unit linked to a customer site and its equipment record

The operational problem

A spreadsheet can list equipment. It rarely keeps the current request, previous visit, coverage evidence and next action connected to the same physical unit.

How EquipSpan helps

One record per installed unit

Connect the customer, site, model, serial number, installation, documents and current state.

History that survives closed jobs

Keep requests, quotes, visits, photographs and outcomes attached to the equipment.

A clear next action

See which cases are waiting for information, approval, parts, customer billing or supplier recovery.

Start without a lengthy implementation

Create a workspace, choose your regional defaults and either load the removable sample data or begin with a real customer. If you already have a customer list, you can import it from a practical CSV. Add locations, equipment, components and operational history as they become useful.

Continue the research

Related equipment workflows

Explore the connected record, workflow or practical starting point that best matches the problem you are solving.

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.