Web Dashboard Overview
Step-by-Step Guide
Access your entire equipment database from any browser at equipment-tracker.com — no app install needed.
💻Web Dashboard Overview
Access your entire equipment database from any browser at equipment-tracker.com — no app install needed.
⚡ Pro Upgrade
💻 Web Dashboard Guide
Access Web Dashboard
Sign in at equipment-tracker.com on a computer. The Dashboard opens with a GLANCE bar of open and overdue work orders and PMs, and your locations. The top bar has Work Orders, Inbox, Invoices & receipts, Calendar, PM Schedules and Team; More holds Inventory, Reports, Maintenance Plans, Tools, QR Tags and Import Data. (Page 1) The login screen on desktop. (Page 2) The primary desktop landing page displaying buildings and portfolio stats.- Open a Building and Work It: Click a location to get its equipment, service log, installed parts, inventory, PM schedules and work orders on tabs. Site Info holds the address, the customer and contact details, the owner, the location photos, and the vendor check-in setup with its notify lists. The building page with its equipment list, the Site Info panel expanded, and the tab counts along the top.
- Suites, Tenants and Per-Unit Tags: Click Site Info on the building page, show UNITS, TENANTS & RENT, and click TENANTS & DOOR TAGS to list every unit at the property and record who is in each, their rent and lease. A building with no units yet is walked through it: the units (One house, or a range like 1-12), their tenants, who gets tenant alerts, and the door tags. Each unit shows whether it has a tag and a rent, and Create missing tags and Print all tags work on every unit at once. A unit’s own door tag prints as a letter-size sheet or on 4 × 6, 4 × 2 or 2 × 2 label stock. Write the building info for tenants once, then open a unit to pull that text in and change only what is different for that door. The Tenants & door tags list showing occupied and vacant units with their tag and rent, and a unit with its tenant, rent and lease, door tag and its own building info.
- Filter, Dispatch and Report: Filter a building’s equipment down to one unit, or to the machines with no unit set yet. Review incoming tenant requests and guest submissions in the Inbox: a guest submission can be approved straight into the service log or turned into a work order, and a tenant request can be marked handled, deleted, or raised as a work order assigned to somebody on your team. Generate branded PDF reports and QR labels from the same browser. The unit filter applied to a building equipment list, the Inbox review queue, and the report and QR generator screens.
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Frequently Asked Questions
Everything you need to know about the Equipment Tracker Pro guides and features.
How do I capture nameplate information without typing it?
Photograph the nameplate and let the AI fill in the fields, then check them against the plate. Tap ADD IMAGE on the new-equipment form and choose AI Scan Nameplate (Camera) or (Gallery), or use SCAN NAMEPLATE under AI TOOLS on a saved unit. It fills in manufacturer, model, serial, voltage, phase, amps, refrigerant and charge, and whatever else the plate prints, and leaves anything it cannot read blank rather than guessing. Scanning needs a signal. Your first 10 AI scans are free, then it is Pro.
How do I keep preventive maintenance from slipping?
Put each PM on a repeating schedule with a due date and a phone reminder, so the next one is booked as soon as you finish the last. Tap PM Schedules on the home screen, then +, pick a preset such as Change Filter or type your own title, set how often in days, weeks or months, and set REMIND ME. The list filters by Overdue, Due Today and Coming Up. When the job is done, tap CLOSE, COMPLETED, then LOG & COMPLETE, and the app writes the service log and moves the due date forward. A visit that did not happen is closed as NOT COMPLETED with a reason. It is free on the phone, and reminders need no signal.
How do I keep a unit's repair history when the technician who knows it leaves?
Log every visit on the unit's own Service Log, not in a technician's notes, so the history stays with the equipment when the person leaves. Open the unit, tap MAINTENANCE, then Service Log, then +, and fill in the date, service type, technician, vendor and description, with parts under PARTS USED. A finished PM or work order writes its own log. On a Team plan the whole crew sees what was logged, and a live QR tag (Pro) opens the unit's service history on any phone with no app. Logging works with no signal; opening a live QR tag needs a connection.
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.