Recording Equipment You Installed Yourself

Availability: all plans

If you installed equipment yourself, or it came with your property, you can record it in your Property Passport without a provider. The entry is marked Customer DIY, which means it is your own unverified record. This guide covers recording a system installation from a property you have claimed.

Before you start

Sign in to your customer account and claim the property. Only the customer who claimed a property can record installations on it. If you have not claimed one yet, see the guide on getting started.

Steps

Open My Properties in the left menu and select your property.
Under the property's actions, select Record System Installation. You can also open Service History for the property, select Record Event, then System Installation.
Choose a System Type, such as HVAC, Plumbing or Electrical. This is required. If yours is not listed, select Request a taxonomy update.
Optionally choose an Equipment Type. This classifies the installation for reporting and service history.
Optionally choose a Manufacturer and a Model. Use the search boxes to narrow the lists. If you do not know either, tick I do not know the manufacturer or I do not know the model family. You can then type what appears on the equipment label under Manufacturer text or Model family text.
Optionally add an Asset Name, a Serial Number and a Display Name. A display name helps tell apart several systems of the same type.
Set the Installation Date. This is required and starts as today.
Optionally add a Warranty Expiration Date and Installation Notes.
Select Record Installation. You return to the property's Service History with a confirmation.

Tips

If a property has no systems yet, its page shows Add your first system. That opens a shorter form called Record Installation, where Display Name and Installation Date are required, and which also asks for a system type and equipment type.
Partial details are fine. If a label is missing or unreadable, choose unknown and continue. A provider can add manufacturer and model details later.
Notes can be up to 2000 characters on Record System Installation, and up to 1000 on Record Installation.
Your entry is not certified. You can later share it with a provider you are connected to and ask them to certify it. See the guide on service history and trust levels.

If something goes wrong

If you see "Property not found or you don't have access", the property is not one you have claimed.
If you see "You don't have permission to record installations for this property", claim the property first.
If you choose a model without a manufacturer, you are asked to select a manufacturer first.
If you fill in a manufacturer, model, asset name or serial number without an equipment type, you are asked to select an equipment type.
If the system was recorded but the equipment details were not, you see a warning that the asset classification could not be saved. The installation itself is kept.

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