Dashboard > Equipment > Main List
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.
In order to Add new Equipment, users will need Create permissions for Equipment
Items of equipment can also be categorized as "Rental" or "Service" equipment. This can be set using checkbox options from within the equipment item's detail. This provides an extra level to refine by when searching for equipment.
Service Items are defined as a distant item that is necessary to complete a service. They are generally not associated with an asset. Services can often include labour, tools, and materials but are billed as one unit as part of the overall service.
Rental Items are items you do not own but need to keep track of.
When saving a new rental Equipment, you will be asked if you'd like to send a reminder when the rental is due back. You can also add this reminder in the Edit window of the Equipment's profile.
