Equipify helps teams uncover missed maintenance revenue, flag repeat repairs, monitor warranties, and automate follow-up across the customer equipment lifecycle.

Due ServiceRepeat RepairsWarranty AlertsRevenue Opportunities

Explore Platform Start Free Trial

Medical Equipment

Assets, compliance, calibration, and recurring PM.

HVAC-R

Contracts, dispatch, seasonal PM, and service history.

Electrical

Installs, inspections, warranties, and recurring work.

Plumbing

Recurring maintenance, scheduling, and equipment context.

Field Service

Customers, assets, jobs, and technician execution.

Garage Door

Installs, repairs, warranties, repeat service.

Locksmith

Mobile scheduling, access control, repeat commercial work.

Property Management

Multi-site assets, vendors, and recurring maintenance.

Appliance Repair

Dispatch, repairs, warranties, and customer history.

Commercial Equipment

High-value equipment, contracts, and PM at scale.

Fire & Security

Inspections, deficiencies, renewals, and documentation.

Specialty Contractors

Configurable workflows for niche equipment trades.

Septic

Pumping schedules, inspections, and recurring field work.

A/V Installation

Projects, installs, support, and recurring service.

MEP

Mechanical, electrical, and plumbing in one operational view.

Calibration & Inspection

Intervals, certificates, traceability, and audit-ready records.

Commercial HVAC

Contracts, PM schedules, dispatch, and recurring billing.

Commercial Kitchen

Kitchen equipment, service agreements, and PM programs.

Industrial Equipment

Asset lifecycle, PM compliance, and service contracts.

Facility Maintenance

Multi-site assets, vendors, and preventive maintenance.

Biomedical Equipment

Calibrations, PM compliance, and service documentation.

Elevator & Lift

Inspection deadlines, certificates, and maintenance contracts.

Generator & Power

Load testing, PM programs, and recurring service visibility.

Equipment Rental

Rental-ready assets, inspections, turnaround, and PM visibility.

Refrigeration Service

Walk-ins, condensers, PM, leak checks, and emergency dispatch.

Fleet & Mobile Equipment

Trucks, trailers, inspections, PM, and uptime visibility.

Material Handling

Forklifts, conveyors, dock equipment, PM, and service history.

View all industries

Auto-Config

Built for your industry

Pick your vertical at signup — Equipify applies recommended workflows, fields, and views automatically.

Faster SetupIndustry TemplatesAI IncludedScales With You

Start Free Trial View all industries

BlitzPay Pricing

The Dispatch

Insights for modern service companies — guides, strategy, and operations.

Help Center

Documentation, tutorials, and support articles.

Compare Solutions

See how Equipify stacks up against other platforms.

ROI Tools

Calculate revenue impact before you buy.

API Documentation

Developer resources and API reference.

System Status

Real-time platform status and uptime.

View all resources

Home
Help Center
Team Permissions & Roles

Team Permissions & Roles

Roles, permissions, segregation of duties, and safe defaults for growing service organizations.

Canonical hub: https://equipify.ai/help-center/team-permissions-roles

Articles in this hub

Articles for Team Permissions & Roles are being published on a rolling basis.

Back to Help Center

Equipment lifecycle, service operations, and recurring revenue platform for companies that service customer-owned equipment.

BlitzPay

Overview
Payments & Billing
Recurring Revenue
Financial Operations
Contact Sales

Platform

Equipment Tracking
Work Orders
Maintenance Plans
Scheduling
AI Automation

Industries

HVAC-R
Medical Equipment
Commercial Equipment
Fire & Security
All Industries

Compare

vs ServiceTitan
vs Jobber
vs Housecall Pro
vs FieldEdge
vs Workiz
vs FieldPulse
vs Knowify

ROI Tools

Maintenance Revenue
Technician Productivity
Warranty Leakage
Admin Time Savings
All Calculators

Resources

The Dispatch
Help Center
API Documentation
System Status

Company

About
Contact
Careers
Partners