Equipment & Assets

Use Equipment & Assets to keep customer-owned equipment details in ToolbagCRM so the office and field team know exactly what they are servicing.

This is useful for HVAC companies, plumbers, electricians, generator installers, appliance service teams, and any business that returns to maintain installed equipment.

What you can track

For each asset, ToolbagCRM stores:

• Customer
• Related job, when the asset is tied to a specific job
• Asset name
• Type, such as HVAC unit, water heater, generator, panel, or pump
• Make and model
• Serial number
• Installed date
• Warranty expiration date
• Internal notes

The asset list can be filtered by customer or job in the underlying product, so equipment records can stay connected to the customer and work history they belong to.

The Equipment & Assets list keeps customer-owned equipment details visible for service history, warranty review, and future jobs.

Common uses

• Record the model and serial number before a technician leaves the job site.
• Track warranty dates so office staff can spot expired or soon-to-expire coverage.
• Keep notes about special service requirements, replacement parts, or access instructions.
• Build a customer equipment history that survives employee turnover.

Turn it on

1. Open Settings → Features.
2. Enable Equipment & Assets.
3. Open Equipment & Assets from the navigation.

If the page says the plugin is disabled, return to Settings → Features and enable it first.

Current product notes

• The page displays equipment in a desktop table and mobile-friendly cards.
• In demo mode, the page currently shows a placeholder because demo asset records are not seeded yet.
• Asset records are tenant-scoped and require a customer. A related job is optional.