Add New Equipment
To add a new asset:
1) Navigate to the Equipment Management screen by clicking Equipment in the left navigation panel, then click the + New button.
OR, go to Quick Actions on the top left of the screen and click Equipment (under the Create New header).
OR, you can also click the plus (+) sign on the left-hand side menu to add a new unit to the system.
The New Equipment screen displays.
While there are hundreds of data fields available to track detailed equipment information, only two fields are mandatory: Unit # and Location. The Unit # is the unique identifier which distinguishes this asset from all others, and the Location is the asset's position in the tree or hierarchy to the left of the equipment listing.
Enter as much or as little information as you'd like. Click Save on the bottom to save the record.
Create Duplicate Of Existing Equipment
If you have very similar pieces of equipment you can save time by creating duplicates. To do so, highlight the equipment row you wish to duplicate and click the arrow to the right of the blue +New button on the top right of the screen.
Choose the option New (duplicate)
You can also right click a piece of equipment and click the New (duplicate) option in the menu.
You will be presented with the Add New Equipment screen. Everything will be copied from the original unit except for the Unit ID, so you can specify a new one. We recommend reviewing the rest of the values (such as the odometer readings) to make sure they match your new equipment.
Import Equipment List Spreadsheet
If you are new to the software our team can build a database for you with an equipment list that you provide.
The equipment list must be in a CSV format in order to be imported. Here is a sample template that you can use for this purpose:
Import Template - Equipment
Email firstname.lastname@example.org with your company name and the completed CSV template. We'll work with you on getting the data imported into the system.