Dashboard > Equipment
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
Be sure to provide your team with the appropriate permissions for Materials
The Equipment section is used to organize, track, and manage your company's equipment. Explore the key functionalities and benefits of using the Equipment section:
Equipment features:
Creating/Export - Add one item at a time directly in the equipment tab, or multiple items using our CSV.
Template - Export a list of all current equipment in your system to a CSV file in the "Actions" dropdown. The minimum requirements we need to create an item are Status and Name.
Time Tracking - Create a timecard for your equipment to track where and when it's being used.
QR Codes - Quickly scan equipment using a unique code assigned to each item
Status - Change the status of an item to indicate its condition or current physical state. Marking items as "Out of Service" is how we deal with unwanted items instead of deleting them.
Rental/Service Items - Provide another layer of categorization for your equipment using the "Rental" or "Service" item settings.
Map - Use the "Map" feature to visually see where your tools are located.
Equipment details (Click on ID) - You can also populate a variety of other fields such as Brand, Model, Serial Number and Value. Create a custom "Category" to help group items together.
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