---
title: "Equipment and Client Records for Service Contractors - Schedulance"
url: "https://www.schedulance.com/en/records/"
---

Records

# A deep record behind every row.

Equipment, clients, models, and parts aren't flat tables - they're cross-linked records with specs, bills of materials, service history, rates, and a full audit trail.

[Start free](https://app.schedulance.com/)

Free forever. No credit card. No sales call.

Equipment

## Every asset, its whole life

Each unit carries its model, serial, location, program, and every visit ever made. When a tech lands on site the history is in their hand - what failed, what was replaced, what to bring.

- **Model-linked** - specs and BOM inherit from the catalog.
- **Visit history** with parts used and readings taken.
- **Criticality flags** drive PM priority and response SLAs.

  Equipment by criticality

EQ-1190 Daikin AHU - Critical Next PM Jun 12

EQ-0921 Liebert CRAC - DataPoint Uptime 99.7%

EQ-1204 Walk-in freezer - Lakeside Program Monthly

EQ-1187 Carrier 48TC - Roof NE Visits 14

Clients

## Sites, rates, and the fleet

A client record is the roll-up: every site, every unit at each site, the contract tier, and the rates you actually bill. Gold-tier response promises are visible right where dispatch decisions happen.

- **Multi-site** clients with per-site access notes and contacts.
- **Contract tiers and rates** - with full price-change history.
- **Fleet view** - all units, programs, and open issues per client.

  Clients by contract value

ST Gold Summit Tower Units 9

NP Gold Northgate Plaza Units 12

HF Silver Harbor Foods Units 6

DP Critical SLA DataPoint Units 4

Catalogs

## Models, BOMs, and honest prices

The catalog is where knowledge compounds: each model's bill of materials, each part's vendors and price history, every change logged with who and when. Quotes stop being archaeology.

- **Model to BOM to part** - cross-linked down to the units in the field.
- **Price-change history** on parts, models, and client rates.
- **Audit log on everything** - who changed what, when, and from what.

  CTR-2P-30 - price history audit trail

May 14 $23.60 - Ferguson +7.3%

Jan 9 $22.00 - Ferguson +2.3%

Aug 22 $21.50 - Grainger Vendor switch

Changed by M. Torres - the new list price synced to 214 open quotes.

One connected loop

## It works because it's connected

Each surface feeds the next - the same dataset runs the whole operation.

[Reports Answers on the data the day already ran on - no export step. Explore](https://www.schedulance.com/en/reports/) [Live dispatch board Every crew, every job, every change - on one board. Explore](https://www.schedulance.com/en/dispatch/) [Maintenance engine Programs and intervals that turn into jobs on time. Explore](https://www.schedulance.com/en/maintenance/)

Get started

## Build the system of record.

Bring your equipment list and client book - they land cross-linked from the first record.

[Start free](https://app.schedulance.com/)

Free forever. No credit card. No sales call.