The Equipment Scanner enables you to quickly gather detailed information about any HVAC equipment in a customer’s home. It also allows you to seamlessly add the equipment to the customer’s profile, enhancing data tracking and providing easy access for future reference. Please note that this feature is currently in beta, so be sure to double-check the equipment data for accuracy.

To access the scanner, navigate to the details page of one of your Visits. Tap the blue Actions button in the bottom menu.

From the menu, select “Scan Equipment Label.”

You’ll then have the option to choose an image from your device library or take a new photo. Tap “Take Photo” to proceed.

Align the label so that all contents are clearly visible, take a photo, and tap “Use Photo.”

The photo will be uploaded and analyzed by our AI engine. This process typically takes 5–10 seconds, depending on your cellular signal strength.

Once the analysis is complete, you’ll see the extracted information displayed. To add this to the customer’s profile, tap “Add as Equipment.” Doing so will also save the picture of the label to the job’s photo album.

This will open the New Equipment form with the scanner’s data pre-filled into relevant fields. Be sure to double-check the data for accuracy.

Finally, tap “Submit” at the bottom of the form to save the equipment.

The saved equipment will now appear in the Equipment section on the Visit details page.

And that's it!