Equipment & Locations
Step-by-Step Guide
Organize every appliance and piece of HVAC equipment you manage into locations, with complete specifications, unlimited photos, and full service histories.
🏢 Equipment & Locations (Always Free)
📱 Mobile App Guide
- Create Building Profile: On the home screen, open LOCATIONS, EQUIPMENT & PARTS and tap Equipment & Locations. Tap ADD NEW LOCATION, type the name and tap ADD; the new location opens. Tap Site Info under LOCATION MANAGEMENT to fill in the address, the site contact and the customer, and tap SAVE SITE INFO. (Page 1) The LOCATIONS screen with ADD NEW LOCATION. (Page 2) The Site Info panel of a location.
- Add Equipment: In the location, tap ADD EQUIPMENT TO THIS LOCATION. Choose Start Fresh (Manual), AI Nameplate Scan, Scan Barcode / QR or Import ZIP / CSV. The manual form takes photos, the name and type, where it is, and notes; tap CREATE EQUIPMENT. Specifications are added on the equipment afterwards with ADD TECHNICAL SPECIFICATIONS, or filled in for you by a nameplate scan. (Page 1) The ADD EQUIPMENT choices. (Page 2) The NEW EQUIPMENT form.
- Re-Assign Service Tools: Open Parts, Inventory & Tools, pick a location, open the TOOLS tab and tap SERVICE TOOL REGISTRY (ALL). Open a tool, tap the edit pencil at the top right, and change CURRENTLY AT to move the tool, or HOME LOCATION to change where it belongs. Tap SAVE CHANGES. (Page 1) The SERVICE TOOLS list page showing registered tools. (Page 2) The tool details edit sheet showing the HOME LOCATION and CURRENTLY AT selection dropdowns.
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Frequently Asked Questions
Everything you need to know about the Equipment Tracker Pro guides and features.
What kind of guides are available in the hub?
Step-by-step guides for the app's features — AI scanning, QR tagging, inventory, maintenance logs, invoices and getting paid, receipts, PM schedules, work orders, maintenance plans, tenant door tags and Teams — plus an overview guide for the web dashboard. Most of the older guides carry real app screenshots; the newer ones are short worded walk-throughs that name the real buttons.
Are these guides specific to mobile or web?
Each guide has a Mobile App / Web Dashboard toggle, but most of the detailed step-by-step content lives on the mobile app (iOS & Android) since that's where most features live today. The web dashboard has its own overview guide, and we're adding more web-specific guides as dashboard features expand.
Can I access these guides offline?
The guides website needs an internet connection. On the phone, core tracking works fully offline — your equipment records, parts and maintenance logs are readable and editable in zero-signal zones — while AI scanning, AI diagnostics, cloud sync and hosted QR pages need a connection.
Who are these CMMS guides written for?
They are written for field HVAC technicians, property maintenance crews, and facility managers looking to digitize their workflows.
Do the guides include instructions for team management?
Yes — the Teams guide covers inviting your crew with a code and choosing each person's role, and there are guides for cloud sync & sharing (including transferring a building to another owner) and for the vendor check-in system, which turns a building into a QR-code entry point for contractors.