A property is a place, not a person: the address, who owned it when, every project built there across every division and year, the service history (install, maintenance, repair, warranty, inspection) and the equipment installed in the home — furnace, condenser, water heater — with its registration and service dates. Properties are made automatically from a project's address, and its client is recorded as the owner.
Also called: property history · service history · ownership history · address history · site records · repeat client · installed equipment · warranty registration
Who owned it, and when
Try itA property is the place, not the person. It keeps its owners with dates, and every project built there across every division and year, each with its project number. When a home sells, Transfer ownership gives the current owner an end date the day before and starts the new owner — nothing is deleted. Properties are made automatically from a project's address, and the same place typed two ways is found as one.
When a house sold, everything known about it stayed on the old owner's contact.
Repeat clients and resales stay linked to the right place without anyone merging or retyping records.
Service history that stays with the house
Try itLog a visit — install, maintenance, repair, warranty or inspection — with the date, the tech and the division. Trade visits scheduled on the property's projects show beside them. When the new owner calls for service, the division sees what was installed, when the county passed it and what the last tune-up found.
The HVAC division went out to a resold house with no idea what it had installed there.
The history belongs to the house, so the next owner's first service call doesn't start from nothing.
Warranty registration, tracked for you
Try itInstalled equipment — condenser, furnace, water heater — keeps its model, serial, AHRI number, refrigerant and where it is in the home, recorded in the project's House Book. The register-by date fills itself from the install date and the maker's window (Trane and Goodman 60 days, Carrier 90), the service date from the interval, and the installing division's manager is reminded two weeks before. None of the installer detail shows on the homeowner's page.
A unit went unregistered past the maker's deadline and the longer parts warranty was lost.
A missed registration window costs the homeowner years of parts coverage, so the deadline is somebody's job, not somebody's memory.
- 1A project with an address is linked to its property automatically — the same place typed two ways is found as one.
- 2Open a property from the project window, the client directory or a contact's card.
- 3Transfer ownership when a home sells: the old owner gets an end date, nothing is deleted.
- 4Log a visit — install, maintenance, repair, warranty or inspection — with the date and the tech.
- 5Record installed equipment in the project's House Book; the installer's detail (AHRI number, refrigerant, filter size, service interval) sits under More.
- 6The manufacturer registration deadline fills itself from the install date and brand (Trane and Goodman 60 days, Carrier 90), and the installing division's manager is reminded two weeks before it.
Names aren't reliable identifiers. A builder's clients build a house, then a shop three years later, sometimes on another piece of land — and the HVAC division keeps servicing the house after it sells. Tying everything to the property, with dated owners, means the next owner's service call sees what was installed and when, and a repeat client's projects stay linked without being merged. A missed warranty registration window costs a homeowner years of parts coverage, so the deadline is tracked and someone is reminded.
- Service history tied to a person instead of the place
- No record of ownership changes
- Installed equipment details stuck in another system
- Warranty registration windows missed
