Identify it
Record equipment type, brand, model, serial number, installation date and the exact property location. Photograph the data plate while it is readable.
crewTendAn equipment record that survives the handoff
Connect the documents
Attach the customer receipt, manufacturer documentation, installation record and any registration confirmation. Mark unverified warranty terms as unverified.
Keep observations factual
Separate the reported symptom, tests performed, observed result and approved work. Preserve the previous findings when recording the next visit.
Plan maintenance
Use manufacturer requirements and actual usage where available. Schedule a reminder with a named owner and record when maintenance is completed.
Practice & flashcards
Original questions, worked examples and saved progress.
Open →Franchise research
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Open →Better inspections
Try the finding workflow and preview a sample report.
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