This app helps you capture equipment data on-site quickly and accurately. Let's walk through how it works.
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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.
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Scan the Nameplate
For each unit, tap Scan Nameplate and frame the data plate in the guide box. The AI reads brand, model, serial, tonnage, refrigerant, and manufacture date automatically. You just verify and correct anything needed.
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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
Summary
0 pending scan
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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 data plate 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
Unit is under 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 data plate
Admin
Users
User Detail
Email
Status
Last login
Branch leader
Takes effect on next login. Use Sign Out All Devices for immediate effect.
New User
At least 12 characters.
Survey Oversight
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Survey Detail
Change password required
You must change your initial password before continuing.