What It Does
When a customer calls about their water heater, you should already know the model, install date, and whether it's still under warranty. SalesButler's Equipment Tracking lets you record installed equipment per customer with model, serial, install date, and warranty period. Server-side warranty expiry calculation drives color-coded badges (green / amber ≤30 days / red expired) so your office staff sees risk at a glance. Per-asset shareable QR tokens let homeowners pull up their equipment info from their phone.
Step-by-Step Guide
Record Equipment
On the customer record, add installed equipment with model, serial, install date.
Set Warranty Period
Define the warranty length; expiry is computed server-side.
See Color-Coded Status
Green (active) / amber (≤30 days to expire) / red (expired) badges flag risk.
Generate QR Code
Each asset gets a shareable token; the QR renders client-side via api.qrserver.com.
Customer Scans QR
Public asset page renders model, serial, install, warranty + business CTA — internal notes never exposed.
Why You'll Love This Feature
Per-Customer Equipment
Track every installed asset per customer.
Warranty Expiry
Server-side expiry calculation drives color-coded badges.
Risk at a Glance
Green/amber/red badges flag what needs attention.
Per-Asset QR Codes
Homeowners scan the QR to view their equipment from a phone.
Internal Notes Excluded
Public asset pages exclude internal notes — only customer-safe info shows.
Easy Updates
Update install date, warranty period, or service notes anytime.
Perfect For
HVAC dealers tracking installed systems for warranty and PM scheduling
Plumbing shops tracking water heaters and softeners
Garage door installers with annual maintenance contracts
Pool builders tracking pumps, filters, and heaters
Premium service offering — 'we keep your equipment records'