A record for each system
Keep equipment details associated with the property and its service activity.
EQUIPMENT HISTORY
Know what happened to the unit before you touch it.
A system's service record should do more than answer what happened last time. When equipment and completed work are linked in Dorvio, owners can review past activity for potential maintenance or repair follow-ups.
Request a walkthroughHVAC first. Electrical and plumbing in the future.
OWNER REVIEW QUEUEReview first
The next conversation may already be in the record.
Documented work → evidence to review → your decisionRepeat service activityLook back at completed visits for an equipment system.
Maintenance timingReview the last documented maintenance work.
A follow-up worth consideringCheck the evidence before making an offer.
BUILT FOR HVAC CONTRACTORS · DESIGNED FOR THE FIELD
THE BIGGER PICTURE
Give every recorded visit a useful next chapter
See the work behind the equipment before deciding if a customer conversation is warranted. Request a walkthrough without handing over customer records.
Visit-by-visit context
Review documented work and notes when an HVAC system needs attention again.
Follow-ups grounded in history
Explore possible next steps in the Opportunities tab, then verify the equipment and customer context yourself.
See how Dorvio could work for your business.
No customer records or software switch needed to start a conversation. We'll follow up personally to learn about your workflow and show you how Dorvio approaches service history and Opportunities.
Frequently asked questions
Why track HVAC equipment history?
A usable record of previous work can help technicians understand recurring issues and prepare for the next visit.