Asset Management
Customer equipment, service history & maintenance flags
Ask the agent to book due units
Units tracked
10
Overdue services
3
needs booking
Warranties expiring
0
≤120 days
Recurring revenue opp.
$880
if all booked
Maintenance flags
Units needing service or with warranties about to expire
Rheem 50gal Water Heater
Maple Court HOA · overdue — due 2026-03-26
Lennox EL296 Furnace
Riverside Dental · overdue — due 2026-03-12
Zoeller Sump Pump
Kestrel Office Park · overdue — due 2026-02-18
Square D 200A Panel
Tucker Family · due soon — due 2026-07-25
Mitsubishi Mini-Split
Wong Residence · due soon — due 2026-06-28
Tracked equipment
| Customer | Equipment | Installed | Last service | Warranty end | Next due | Maintenance |
|---|---|---|---|---|---|---|
Maple Court HOA Plumbing | Rheem 50gal Water Heater | 2021-05-06 | 2025-03-26 | 2027-05-05 | 2026-03-26 | Overdue |
Riverside Dental HVAC | Lennox EL296 Furnace | 2022-12-20 | 2025-03-12 | 2032-12-17 | 2026-03-12 | Overdue |
Kestrel Office Park Plumbing | Zoeller Sump Pump | 2025-01-02 | 2025-02-18 | 2034-12-31 | 2026-02-18 | Overdue |
Tucker Family Electrical | Square D 200A Panel | 2024-05-20 | 2025-07-25 | 2030-05-19 | 2026-07-25 | Due soon |
Wong Residence HVAC | Mitsubishi Mini-Split | 2021-03-05 | 2025-06-28 | 2027-03-04 | 2026-06-28 | Due soon |
Halverson Residence HVAC | Trane XR16 AC | 2015-03-11 | 2025-10-17 | 2021-03-09 | 2026-10-17 | OK |
Brightleaf Cafe HVAC | Carrier Infinity Furnace | 2018-04-07 | 2025-12-31 | 2024-04-05 | 2026-12-31 | OK |
Northgate Apartments HVAC | Goodman GSX14 AC | 2015-12-26 | 2025-12-09 | 2021-12-24 | 2026-12-09 | OK |
Sunny Hill Bakery Plumbing | AO Smith Tankless WH | 2019-01-02 | 2026-02-21 | 2024-12-31 | 2027-02-21 | OK |
Delgado Residence Electrical | Generac 22kW Generator | 2023-02-20 | 2025-10-21 | 2033-02-17 | 2026-10-21 | OK |