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Equipment

Live

Every job starts from the equipment record.

Every rooftop unit, boiler and walk-in condenser gets one serialized record: age, warranty, refrigerant and every visit ever done to it.

The record everything else points at.

Customer, site, equipment, agreement, work order, invoice. The unit is the anchor in that chain.

Under warranty

Unit · Rooftop RTU-2

Site
Riverside Foods, Plant 2
Model / serial
XR-480 / SN-00417
Installed
2023-05-12
Refrigerant
R-410A
Coverage
Quarterly PM, Gold
Last visit
PM-Q3, readings attached
Warranty term used
3 of 5 years

What a unit record carries.

Serialized unit record

Live

Model, serial number, install date, refrigerant type, run hours and location on the unit itself.

Nameplate capture

On the roadmap

Planned: a technician photographs the data plate and the model and serial fill into the record.

Service history

Live

Every visit, part and finding on one continuous timeline, visible to the office and in the field app.

Warranty tracking

Live

Warranty status and claims kept on the unit and checked against install date and manufacturer terms.

Also in equipment

CapabilityWhat it doesStatus
Work orders tied to the unitA dispatched job references the specific unit, not just the address.Live
PM from the unitPreventive maintenance generates against the unit's schedule under its agreement.Live

Statuses are current as of October 2026.

Straight answers.

Why is equipment its own record instead of a note on the customer?

Because the unit, not the customer, is what breaks, ages and needs coverage. A customer can own many units across many sites, each with its own warranty status and service history that would get lost on one flat customer record.

Does the record show whether a unit is under warranty?

Yes. Warranty status and claim tracking live on the unit, checked against the install date and manufacturer terms, so a covered repair does not get billed to the customer by accident.

How does equipment connect to service agreements?

Coverage attaches to the unit, not just the customer account, so a work order on a covered rooftop unit is billed differently than one on equipment the agreement does not include, even at the same site.

Can I see a unit's full service history before a technician arrives?

Yes. Every visit, part used and finding builds one timeline, visible to the office and in the field app before the technician leaves for the call.

Does the same record run rentals and service?

Yes. The rental fleet is the same equipment record. A unit generates its own work order when it deploys, returns or swaps mid-rental, and its service history stays on the unit. See rentals.

Does Thermal look up manufacturer specs?

No. Thermal stores the data you record on the unit and does not carry an external specs catalogue for every model. A native equipment-data lookup is on the roadmap.

Your shop.Your terms.

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