Lifecycle Intake

Schedule board
Equipment lifecycle desk

Create the customer, equipment record, and first appointment in one guided pass.

This is the first operational slice for office teams: capture the system, preserve warranty dates, and put the job on the schedule without bouncing between screens.

Intake readiness

0%required fields complete
Customer source of truth
Warranty dates captured
Job scheduled
Timeline-ready note
1

Customer

Searchable customer basics and service location.

2

Equipment

Lifecycle and warranty details for the system.

3

First appointment

Create a scheduled job and optional initial timeline note.

MVP

What this creates

Customer record with searchable name, phone, and address.
Equipment record linked to that customer.
Scheduled appointment with status set to Scheduled.
Optional service-history note linked to the system.
✓

Created records

Confirmation links appear after save.

No intake has been created yet. Complete the form to generate linked records.

Next best follow-up

Use the generated CRUD screens to add maintenance agreements, warranties, photos, and parts.

Add warrantyAdd service visit