Report library
Equipment service history
Equipment service history is the complete service record for a single piece of installed equipment — every work order, PM visit, repair, and part replaced across its life — tied to that asset rather than scattered across separate customer invoices.
The columns.
- Benchmark
- None. There is no universal figure; track it against your own baseline.
What the report shows
For any piece of installed equipment — a rooftop unit, a chiller, a boiler — the service history report pulls every work order ever performed on it into one timeline: repairs, PM visits, parts replaced, refrigerant handled, and who did the work. It answers what's actually happened to this unit without digging through years of separate customer invoices to reconstruct it.
Because the history is tied to the equipment record and not the customer or the invoice, it survives a change in ownership, a change in service contract, or a technician turnover — the unit's history stays intact even when everything around it changes.
Why equipment-level history is different from job history
A job history report tells you what work orders happened. An equipment history report tells you what happened to a specific asset — which is a different, more useful question when you're deciding whether to repair or replace a unit, pricing a new agreement on equipment you didn't originally install, or investigating why the same site keeps generating service calls.
This is only possible because Thermal treats equipment as a first-class record from the start, not a free-text field on a work order — every visit, part, and repair is linked to the actual asset, building a real service history instead of a reconstructed one.
Where it lives, and what to read with it
Every work order performed against a piece of equipment — scheduled or emergency, under an agreement or billed separately — writes to that equipment's record automatically as part of normal dispatch and job closeout. Parts consumed, refrigerant handled, and labor performed all attach to the specific asset, not just the site or customer.
Straight answers.
Does equipment history carry over if a customer's service agreement changes?
Yes. The history is tied to the equipment record itself, not to a specific agreement or invoice, so it stays intact across agreement renewals or contract changes, provided the equipment record moves forward with the site.
Can I see repair cost trend for a single unit over time?
Yes. Because every repair, part, and labor hour attaches to the specific equipment record, you can see cost per visit and cost trend for that individual unit across its full service life, not just an average across a customer's whole equipment list.
How does this connect to mean-time-to-repair reporting?
MTTR depends on having a complete, accurately linked repair history for each unit. Because Thermal ties every repair to the equipment record automatically, MTTR calculations reflect the unit's real repair history rather than a partial or manually reconstructed one.
Is equipment tracked even if we didn't originally install it?
Yes. Equipment records can be created for any asset you now service, regardless of who installed it, and service history builds forward from whenever you start tracking it in Thermal.