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How Do We Keep Track of the Espresso Machines and Grinders We Have Loaned to Wholesale Cafés?

Coffee roasters loan espresso machines and grinders to cafés, then lose track of them. We build an equipment register with service visits tied to each account.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

Roasters who loan espresso machines and grinders to wholesale cafés often cannot say which machine is where, when it was last serviced or what the loan agreement said about minimum coffee volumes. We build an equipment register tied to each café account, with service visits, engineer notes, water filter changes and the coffee volume the café actually buys against the loan terms.

A two group machine somewhere in town

Three years ago you put a two group espresso machine and a grinder into a new café as part of the wholesale deal. The café has since changed hands. Is the machine still yours? What serial number was it? When did an engineer last visit? Is the café still buying the volume of coffee the loan was based on?

The answers are spread across a signed agreement in a drawer, an engineer's invoices in the accounts, and the memory of whoever set the account up. Multiply by every café with your kit on the counter and it adds up to a lot of equipment you cannot quite see.

Loaned kit sits outside every system

Your stock system tracks coffee. Your accounts track money. Loaned equipment is neither stock you sell nor a simple asset in your office, so it falls between them. Service visits are booked by phone with an engineer and recorded on their invoice, not against the machine.

  • Serial numbers and locations are not held in one place.
  • Loan agreements, including minimum volumes, are paper documents.
  • Service history sits on engineer invoices, not on the machine record.
  • Water filter changes and routine maintenance are remembered, or not.
  • Changes of café ownership are discovered late.

When you cannot see your equipment

A machine that is not serviced breaks down on a Saturday, and the café calls you in a panic because it is your machine. A café buying far less coffee than the loan assumed is costing you more than it earns, and nobody notices for months. Machines come back from closed cafés missing parts, or do not come back at all. And the value tied up in kit in other people's premises is hard to judge without a list.

The equipment register we build

  1. Each machine and grinder gets a record: make, model, serial number, purchase date and a photo, plus a QR label on the machine itself.
  2. Each record is linked to the café account where it sits, with the loan agreement attached and its key terms, such as minimum monthly volume, held as fields.
  3. Service visits, repairs and water filter changes are logged against the machine. Your engineer can scan the QR code and add a note and photo from their phone.
  4. Routine service and filter reminders are generated from dates you set, and sent to whoever books the engineer.
  5. The café's actual coffee volume, from your orders, is compared with the volume in the loan terms, and accounts well below it are flagged for review.
  6. When a café closes or changes owner, the register shows every item to collect and its condition at last visit.
QuestionAnswer todayWith the register
Where is this machine?Ask aroundLinked to a café account
When was it last serviced?Search engineer invoicesVisit history on the record
Is the café buying enough coffee?Rarely checkedVolume compared with loan terms
What do we collect if they close?Find the agreementItem list with photos

Seeing your kit clearly

The register turns loaned equipment into something you manage rather than something you remember. Engineers arrive knowing the history. Filter changes happen on time. The review of each wholesale account includes its equipment and whether the volume still justifies it, which is a much easier conversation with numbers in front of both sides. What you decide to do about a low volume account remains your call.

Does this describe your wholesale kit?

  • You could not list every loaned machine and where it is right now.
  • Service history is found on engineer invoices.
  • Loan agreements with minimum volumes are on paper.
  • Some cafés with your equipment buy much less than expected.
  • A machine has come back damaged or not at all.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

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Can our external engineer use it?

Yes. They scan the machine's QR code and add a visit on their phone, without needing a full login to your systems.

Does it give maintenance or safety advice?

No. It holds the schedule and history you and your engineer set. The engineering decisions stay with the engineer.

Can it include machines we sell as well as loan?

Yes. Sold machines can be recorded for service reminders, with ownership marked so they are not counted as yours.

What if we do not have serial numbers for older kit?

They can be added on the next visit. The record starts with what you know and fills in over time.

What affects the cost?

How many machines and cafés there are, whether engineers need access, and how closely it needs to connect to your order data.

Keep reading

More on Problems We Solve

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Describe how orders reach you, what you roast on and what the shop, subscriptions and wholesale side run on today. We will tell you what we would build and what we would leave alone, and if a setting in Shopify or your roast logging software would fix it, we will say so.

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