This app helps you capture equipment data on-site quickly and accurately. Let's walk through how it works.
Start a Survey
Enter the customer name and building name. You can add more buildings as you walk the site. Set the default filter changes per year — you can override this per unit.
Scan the Nameplate
For each unit, tap Scan Nameplate and frame the nameplate in the guide box. The AI reads brand, model, serial, tonnage, refrigerant, and manufacture date automatically. You just verify and correct anything needed.
Complete & Export
Add photos, select filters and belts, rate condition, and save. When done, tap Finish Survey to download your Excel report and photo zip — ready to upload to SharePoint.
New Site Survey
SURVEY IN PROGRESS
Survey Info
Buildings
Survey Notes (optional)
Survey
0 units
0 pending scan
No units yet
Tap Add Unit to begin capturing equipment
Add Unit
Unit Identity
Tell us where this unit is and what it is
Mark as Inaccessible
Cannot be surveyed — will note location only
cassettes (A, B, C...)
All will share this building, location, and serves field.
Scan Nameplate
Point the camera at the nameplate and tap Scan
Tip: Hold phone steady, ensure the full label is visible, avoid shadows and glare. Frame the label in the guide box.
Extracted Data — Verify & Correct
Document Inaccessible Unit
Unit Photos
Take overview and any damage/issue photos
Overview Photos (2-3 angles recommended)
Damage / Issue Photos (optional)
Service Data
Select filters, belts, condition, and any notes
FILTERS
BELTS
CONDITION *
WARRANTY
NOTES
Known Equipment Details
Enter any known details — all fields are optional
Extracted Data — Verify & Correct
Review Unit
Finish Survey
Scan Nameplate
Fill the screen with the nameplate
Camera access is turned off
iPhone is blocking the camera for this app. To turn it on:
Settings › Privacy & Security › Camera › turn on the browser or app you opened this in (e.g. Edge/Chrome)
Admin
People
Operations
Diagnostics
Users
User Detail
Email
Status
Last active
Last login
Branch leader
Takes effect on next login. Use Sign Out All Devices for immediate effect.
New User
At least 12 characters.
Scan Ops
Scan volume
—
Fallback rate
—
p50 latency
—
provider-invoked
p95 latency
—
provider-invoked
Failures by reason
Primary health (first attempt)
Actual cost
—
per-scan tokens
Fallback cost
—
— scans
Fallback overspend
—
vs primary pricing
Provider split
Daily trend (scans/day, Central)
CSP Violations
All-time violations (sorted by frequency)
Client Errors
All-time client errors (sorted by frequency)
Audit Log
Activity (most recent first)
System Health
Deployed build
—
Per-endpoint health (all companies)
Storage cleanup (your company)
Archives cloud backups of surveys untouched for more than 30 days (photos and data are kept — a super admin can restore them), and removes database rows dead more than 90 days (old device sign-ins, old telemetry). Preview shows what a run would do — nothing changes until you confirm.
All Surveys
Survey Detail
My Surveys
Update Your Password
You must change your initial password before continuing.
