Can I tell where a specific unit is right now?

Yes. Each unit is tracked by serial number with its current status, so you can see whether it is in stock at a location, deployed at a customer's property, or picked up and awaiting refurbishment.

Does the history follow the unit or the customer?

Both. Unit history is tied to the customer and the property it was placed at, so you can read the life of the equipment and the service record of the address at the same time.

How do techs confirm they worked on the right unit?

Techs scan the equipment from the tech app while they are standing at it. The scan ties the work order to that specific unit rather than to whatever the paperwork said should be there.

How does rental equipment get billed?

A deployed rental unit connects to recurring billing on the customer's account, so the rental charge generates on its schedule for as long as the unit is out. Picking the unit up ends the arrangement on the record.

Does Purio track service intervals?

Yes. Each unit carries its service schedule, so the filter change or sanitization that is due shows up as work to schedule rather than something a CSR has to remember.

Assets in the field

Equipment and Rentals

Every softener, cooler, and filtration unit tracked individually by serial number, whether it is on rent or sold. The unit's history, its service schedule, and its rental billing all hang off one record.

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Purio inventory unit detail showing deployment status, serial number, and service schedule for a piece of equipment

A single unit: where it is, who has it, and when it is next due for service.

What it does

Serialized equipment, from the warehouse to the customer and back

Units on rent and units sold are both tracked individually. A serial number is created when the unit enters inventory at a location and stays with it for the rest of its life, through deployment at a customer's property, service visits, a pickup, refurbishment, and redeployment somewhere else. That is what makes it possible to answer a question like which coolers from a particular batch are still in the field.

Unit history is tied to the customer and to the property. When a service tech opens a job at an address, the equipment already placed there is visible along with what has been done to it. When a customer calls to complain about the same problem for the third time, the record shows the three visits rather than the memory of whoever took the call.

Service intervals live on the unit. Filter changes, sanitization, and periodic maintenance are scheduled off the unit's own dates rather than a spreadsheet reminder, so the work becomes work orders on the calendar and gets dispatched with everything else.

What's included

Serialized units
Every unit tracked individually by serial number, not as a bulk count.
On rent and sold
Both models tracked on the same record, with the right billing behavior for each.
Deployment status
In stock at a location, deployed at a property, or picked up and awaiting refurbishment.
Customer and property history
Unit history reads back against the account and the address it served.
Service intervals
Maintenance dates on the unit that turn into scheduled work orders.
Field scanning
Scanning the unit from the tech app pulls its history, warranty status, and recommended parts.
Rental billing link
Deployed rentals feed recurring billing for as long as the unit is out.
Pickups
Close a rental out on pickup and return the unit to the location's stock.

Equipment and Rentals

Serialized equipment, from the warehouse to the customer and back

What's included

Serialized units

On rent and sold

Deployment status

Customer and property history

Service intervals

Field scanning

Rental billing link

Pickups

Questions about equipment tracking

What touches equipment

Scheduling and Work Orders

Inventory and Bottling

Billing and Payments

Know which serial is at which property.