Know what is installed at every customer site
Track manufacturer, model, serial number, installation date, and warranty expiration for every piece of equipment your team installs or services. Link service history to specific units so nothing gets lost between visits.
Complete visibility into every unit you service
From installation to warranty expiration, Pillar keeps a structured record of every piece of equipment your business touches.
Manufacturer, Model & Serial
Identify every unit on site by its exact manufacturer, model number, and serial number.
Warranty Expiration Tracking
Record warranty end dates. Dashboard alerts notify you before coverage lapses.
Service History Per Unit
Each record accumulates a timeline of work performed, parts used, and issues found.
Dashboard Warranty Alerts
Proactive alerts surface expiring warranties so you can reach out before coverage ends.
Auto-Create from Jobs
Price book items generate equipment records on job completion. No duplicate entry.
Linked to Jobs & Appointments
Technicians see which units are involved before arriving at the job site.
Equipment lives on the customer profile
When your technician opens a customer record, they see every unit on site — manufacturer, model, serial number, and warranty status. No separate spreadsheets.
Equipment records created automatically
Configure price book items to generate equipment records when a job completes. No duplicate data entry.
How it works
Configure your price book
Set manufacturer, model, and default warranty months on each item.
Complete an installation job
Technician enters serial number on site. System creates the record.
Equipment record ready
Category, warranty, and customer link are set automatically.
Your categories, your way
Create the exact category structure that matches your business. Organize equipment and price book items in one unified tree with full parent/child nesting, custom icons, and color coding.
Hierarchical nesting
Create parent and child categories up to four levels deep. Group by trade, location, or however your team thinks about equipment.
Icons and color coding
Assign an icon and color to each category so technicians can visually identify equipment types at a glance.
Unified with your price book
The same category tree organizes both equipment and price book items. One structure, no duplication.
Drag-and-drop reordering
Rearrange categories and move items between them as your business evolves. No rigid defaults.
13 service types tracked
Full service history for every unit
Each equipment record accumulates a service timeline linked to specific jobs. Your technician can review past work, parts used, and issues flagged before opening a tool bag.
Job number linkage
Parts & issues logged
Duration tracking
Checklist completion
Customers view their own equipment
Through the self-service portal, clients see what equipment is on their account along with service history for each unit. Fewer inbound calls about warranty dates or past service.
Link equipment to projects
On the Enterprise plan, equipment can be grouped under projects for multi-phase work. Jobs, invoices, estimates, and equipment stay connected under a single umbrella.
Connected features
Equipment tracking integrates with the rest of the Pillar platform.
Jobs & Work Orders
Equipment references tied to jobs so your team knows what units are involved.
Learn moreCustomer Management
Every equipment record is linked to a customer profile for full visibility.
Learn moreCustomer Portal
Customers view their own equipment and service history through the portal.
Learn moreAnalytics & Reporting
Warranty alerts and equipment data feed into your operational dashboard.
Learn moreStop losing track of what you have installed
See how Pillar keeps a complete record of every piece of equipment your business touches — from installation to warranty expiration and every service visit in between.