Closing the registration window before it closes you
Registration after an install is time limited, the window differs by manufacturer, and missing it typically reduces parts coverage substantially. The task is small, repetitive and owned by nobody, which is exactly the profile of work worth handing to a system that reports what it did.
The technician photographs the nameplate, then types the model and serial from that photo, usually somewhere with bad light and worse signal.
A field services business is judged on the gap between a customer calling and a technician arriving with the right part. Most of the repeated office work exists to close that gap: booking, dispatching, looking up whether a unit is still under warranty, and finding out what the last technician did.
- ServiceTitan
- Gmail
When this is the wrong thing to build
Pick something else if your install records do not reliably carry the serial and the install date. Fix the capture step first, because this one depends on it entirely.
The constraint that shapes it
Licensing is issued by state and often by municipality, per trade, which means not every technician can legally perform every job in every jurisdiction. More on how this sector works.
No alarm goes off when a thing simply stops arriving. Read what this shape is, or start from one of these.
- Noticing that an agent licence has quietly lapsed
- Watching an MLS feed for the day it goes quiet
- Catching a lapse date nobody put on a calendar
- Noticing a broken bank feed the day it breaks
- Noticing a transmitted return that never came back accepted
- Spotting a payroll filing that quietly did not happen
- How long after installation can I register a new furnace?
- What happens if the installer never registered the equipment?
- Can equipment registration run automatically after an install closes?
- Does registration have to be done by the contractor or the homeowner?
Back to field services, or see how this is priced and scoped.