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Equipment

Required Permission
Manage Company Settings - You must have the Manage Company Settings permission to access this setting.

Manage company equipment and tools.

Overview​

Equipment settings allow you to track company-owned equipment and tools. This inventory helps with scheduling, maintenance tracking, and resource allocation.

Accessing This Setting​

  1. Go to Settings > Scheduling > Equipment

Configuration Options​

Adding Equipment​

  • Equipment Name - Name or description
  • Type/Category - Equipment category
  • Serial Number - Manufacturer serial number
  • Purchase Date - When acquired
  • Purchase Price - Cost
  • Condition - Current condition
  • Location - Where it's stored
  • Assigned To - Current user/project
  • Active Status - In service or retired

Equipment Categories​

  • Power Tools
  • Hand Tools
  • Vehicles
  • Trailers
  • Heavy Equipment
  • Safety Equipment
  • Office Equipment

Maintenance Tracking​

  • Service history
  • Next service due
  • Maintenance costs

Using Equipment​

Equipment can be:

  • Assigned to projects
  • Scheduled for jobs
  • Tracked for maintenance
  • Included in job costing