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.
In order to manage Equipment Toolboxes and Toolsheds, users will need Edit permission for Equipment
Toolbox and Toolshed are both important features that serve two different purposes when it comes to managing equipment.
Toolboxes are ideal for grouping regularly-used Equipment together for easier moving, while the Toolshed is used for storing less-used equipment.
Using Toolboxes for Equipment
Using Toolboxes for Equipment
Toolboxes are a useful tool to quickly move groups of commonly used equipment between projects or to group equipment for better management of Company tools.
You can create multiple Toolboxes in your Equipment module, each one designed with your individual needs. You can group your Equipment by Category, Brand, Status, etc. Whatever works best for you is how you can box your Equipment!
Creating Toolboxes
Creating Toolboxes
Create multiple toolboxes as you need them.
In the Equipment module from your main Dashboard, open the Tool Boxes tab.
Next, click on "+ Add Toolbox"
A new screen will open where you can give your new Toolbox a Name, Code, assign it to a Project and select the Type (Truck/Box) of Toolbox.
Click "Create" to save your new Toolbox
Adding Tools to your Toolbox
Adding Tools to your Toolbox
Now that you've created your Toolbox, you can add whatever tools you need to it.
To start, you'll want to move to the Main List tab of your Equipment module
You can add your tools one at a time, or if you know which equipment you want to add, you can add multiple tools at once.
To add equipment one at a time, click on the tool to open its profile
Check "Toolbox" for the Location and choose the Toolbox you want to add it to
Click "Save" to complete the move.
To add multiple tools at once, select your equipment by clicking on the boxes beside their names
Under the Actions menu, select "Move"
A new screen will open where you can select "Toolbox" as its Location and select the Toolbox
Click "Move" to complete the move
Viewing the Contents of your Toolbox
Viewing the Contents of your Toolbox
Your Main List tab in the Equipment module will provide you with the list of all of your Company Equipment, including tools assigned to Toolboxes. If you have a toolbox, but you can't remember what's in it, you can use your filters to see.
Click on your Filters and scroll down to select the Toolbox you want to view.
Click "Apply" to set your filter in place
You'll now see all the equipment assigned to your Toolbox. Note the red lightning symbol - this tells you a filter is in place, and your chosen filter(s) will be displayed above your list.
Hot Tip! If you use certain filters often, feel free to save them in My Views.
Set your Filters as usual
Click on My Views and select "+ Save Current View"
A new screen will open where you can enter a name for your saved view
Click "OK" to save your new view
Using the Toolshed for Equipment
Using the Toolshed for Equipment
Your Company's Toolshed is a useful tool to keep unassigned, unused equipment in one location. Items stored in the Toolshed are kept separately from your active equipment, keeping things organized for your teams. Unlike Toolboxes, there is only one Toolshed
Adding Equipment to the Toolshed
Adding Equipment to the Toolshed
There are two ways of adding tools to your Toolshed; Individually or in Bulk.
Adding Individual Equipment
Adding Individual Equipment
On the Main List tab, click on the equipment you want to add to open its profile.
Under Location, select "Toolshed"
Click "Save" to confirm the move
Adding Equipment in Bulk
Adding Equipment in Bulk
Adding multiple tools to your Toolshed at once.
Select the equipment you want to add by checking the boxes beside each name
Under the Actions menu, select "Move"
A new screen will open where you can check "Toolshed" under Location
Click "Move" to complete the move
You will now see the Toolshed icon in the Toolshed column for the newly-moved tools on your Equipment list
Managing Equipment in the Toolshed View
Managing Equipment in the Toolshed View
You can manage your Toolshed by clicking into the Toolshed View. Open the Toolshed by clicking on "Tool Shed" in your Main List tab.
Here, you'll see all the Equipment assigned to your Toolshed.
In this view, you can add brand new Equipment to your Toolshed, and use your Actions menu to:
Export your equipment list
Move equipment
Bulk Edit
Bulk Add Service Items/Records
Archive old equipment
For more information, please see our Equipment Overview article.
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