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 edit Equipment, users will need Edit permissions for Equipment
Managing your Equipment can feel like a big task, especially when you have a lot of it. Streamline the management of your company's equipment by utilizing the Equipment module. Inside, you'll find a list of all company equipment under the Main List tab.
Click on any of the listed Equipment to view the Equipment details. Here you will find the Equipment's Profile, Maintenance, Reports, and Log tabs. This article will take you through each of these tabs and how to use them.
Profile
Profile
Under the Profile tab contains all the necessary information pertaining to your equipment;
Status - This is the condition of your Equipment
Excellent
Good
Fair
Poor
Damaged
Missing
Out of Service
Returned (if rental)
Location - Where the Equipment is currently located
Is Rental Item? - Are you renting this equipment
Include any necessary reminders when the Equipment is due to be returned
Is Service Item? - This is an item that is required to complete a service
Time Tracking? - Check this box if you wish to keep track of your Equipment's logged hours
Sticker Code ID - Scannable stickers can be created for your Equipment
Name
Brand
Model
Value - How much is your equipment worth
Rate - How much does the Equipment cost to rent
Category - What category does this Equipment fall under (ie; Vehicle, Drill, etc.)
Serial Number
Units
External Code - This might be a code you use to designate your Equipment
Description
Classification - You can use the same Classifications for your users as for your equipment (ie; Shoring, Masonry, etc.)
Work Type - As above, use the same Work Types for Time Entries for your Equipment
Tags
Additional Details
Date Purchased
Date Disposed
Year
At the bottom, you can attach any extra details, such as comments, photos or PDFs.
Maintenance
Maintenance
Under the Equipment's Maintenance tab, you will be able to keep track of all your Equipment's maintenance
Units of Measure
The first item under the maintenance tab is your Units of Measure. Here is where you can choose how you want to record your equipment's logs and services.
Your three options are:
Kilometers
Miles
Hours
Once checked, all the following logs in the Maintenance tab will be measured in the chosen unit.
Unit Logs & Add Unit Log
Unit Logs is where you can record the number of units the equipment has been used.
To add a Unit Log, select "Add Unit Log" at the bottom of the screen
From here, click on the arrow to record the units the equipment has been used.
Note: Don't forget that the Unit of Measure you have chosen will be the unit you are recording
Services & Add Service Item
Services show the service history for your equipment. A new Service Item can be added by clicking on the "Add a Service Item" button.
Here you will be able to add a Service Item for your equipment by filling out the following information.
Enter the date for the last Service
Enter the date for when the next service is due
Select the date for the reminder by clicking on Remind Me and entering the date and time for your chosen reminder
Or you can set an auto reminder based on Tool Logs. When creating or updating an equipment record, you can set your service item rules to the unit amount in the Reminders field.
For example, if your vehicle (currently at 50,000 km) requires an oil change every 10,000 kilometres, you can create a service item reminder to notify you when the equipment logs hit 60,000 km or earlier.
Records & Add Record
Records, as opposed to Service Items, are generic records that can be applied to all equipment, such as "Tune Up", or "Yearly Maintenance", etc.
You will see the same records across all equipment profiles
Click on the "Add Record" button at the bottom of the screen
You can then add whatever record you wish to your equipment
Click on "Remind Me" to add a reminder for when the record is about to expire
Purchase Orders
This section will show any Purchase Orders associated with the selected Equipment, and will allow you to track costs and logs in one place.
Reports
Reports
Under the Reports tab are all of your Equipment Reports. These are the forms designated as Equipment forms in your Company Settings.
As with your Site and Safety Reports, click on "Add Form" to fill out your Equipment Reports
Select the form you wish to fill out to highlight it and click on "Add Form"
Fill out the form as required
Log
Log
In the Log tab you'll see the activity history of your selected equipment. When a piece of machinery has been assigned or moved to a project, it will be recorded in the Log tab.
Want to learn more?