T-04: Equipment history: see every visit for one rooftop unit

not-possible · Grow

Jobber has no equipment or asset record: there is nowhere to load ridgeline-equipment-39 with make, model, serial and install date, so no per-unit history exists. Its glossary lists Property ('a client's address where work is performed') and Custom Fields (on properties, clients, quotes, jobs, invoices, team members) but no equipment entity; the in-app App Marketplace search for 'equipment' returns third-party apps, including Asset Minder, which advertises 'the full service history of every asset you maintain', confirming the gap is filled by add-ons. Location-level history does exist: the client page's Work overview lists Job #1 (Fixture service call 1) for the 125 Fictional Example Lane property, and the property filter narrows it per address. Workaround available but not executed as a pass: property custom fields can hold one unit's identifiers, and job titles or line items can name the unit; neither yields a history per unit without manual convention.

Execution exe-jobber-t-04-20260928-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain

partial · Premium Plus

Equipment tracking is the 'Asset Management' add-on (Add-on Directory label: Growing Plan); switched on in the trial ('Activated successfully'). Setup: Asset Types (name, badge, custom fields) - created 'AC condenser' with Serial Number and Model. The Assets list on the web says 'No Assets found. Create Assets using the ServiceM8 mobile app'; the web only offers Bulk Import, one client and one asset type at a time, and warns that each imported asset still needs a ServiceM8 QR code label applied and the setup completed on site before forms (inspection/service) can be recorded against it. Imported one asset for Fixture residential customer 01 ('Fixture AC condenser (res-01)', serial FX-SN-0001, model 'Fixture model A'); the API shows it attached to the client with no location (lat/lng 0). Recording service history against the asset (scan label, attach job/form) is done in the mobile app and is pending for the mobile day (T-09/T-10, 5 Oct). Result partial for now: an equipment register with custom fields exists on the Growing plan, but creation and history are mobile/QR-label driven; per-asset history not yet observed.

Execution exe-servicem8-t-04-20260930-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain

partial · Premium Plus

Mobile follow-up to exe-servicem8-t-04-20260930-1. On the phone, Client > Client Assets for Fixture residential customer 01 lists the imported asset 'Fixture AC condenser (res-01)' with its type, serial FX-SN-0001 and model; its history is empty. 'Complete Asset Setup' opens the camera to scan a ServiceM8 QR label, which is required before inspection or service forms can be recorded against the asset; no label was available, so no per-asset history could be built. Result partial (final): an equipment register with custom fields exists on the Growing plan add-on, but per-unit history depends on physical QR labels and on-site setup.

Execution exe-servicem8-t-04-20261002-1 · Protocol 1.0.0 · iPhone 13 mini (MLJC3VC/A) · iOS 26.7 · Native iOS app (screen recorded with iOS screen capture) · Home Wi-Fi, Cádiz, Spain; offline segment in airplane mode (Wi-Fi and mobile data off)