Company Equipment - Tutorials
Tip
To set up equipment for Daily Log, Inspections, T&M Tickets and timekeeping, see the Company Equipment Setup Guide.
For how to use Equipment at the project level, see Project Equipment and the Equipment User Guide for additional documentation.
- About the Equipment Tool
- Add or Remove Equipment from Projects in the Company Equipment Tool
- Company Equipment Setup Guide
- Configure Columns for the Company Equipment Tool
- Configure Custom Statuses for Equipment
- Configure Equipment Categories, Types, and Makes
- Create an Equipment Record in the Company Equipment Tool
- Delete an Equipment Record in the Company Equipment Tool
- Edit an Equipment Record in the Company Equipment Tool
- Generate and Print QR Codes for Equipment
- Import Equipment Records to the Company Equipment Tool
- Prepare Equipment Records for Import to the Company Equipment Tool
- Recover Equipment Records from the Recycle Bin in the Company Equipment Tool
- Search, Sort, and Filter Equipment in the Company Equipment Tool
- Set Current Project for Equipment
- View Equipment Details in the Company Equipment Tool
- View Equipment Project Assignments
- View Equipment on the Map in the Company Equipment Tool
Legacy Content
For the legacy Equipment experience, reference the following documentation:
- Add a Project Log to a Company Level Equipment Entry
- Configure Advanced Settings: Company Level Equipment Tool
- Create a Company Level Equipment Entry
- Customize the Column Display in the Company Level Equipment Tool
- Delete a Company Level Equipment Category or Type
- Delete a Company Level Equipment Entry
- Delete a Company Level Equipment Make or Model
- Edit a Company Level Equipment Category or Type
- Edit a Company Level Equipment Entry
- Edit a Company Level Equipment Make or Model
- Import Company Owned Equipment
- Perform Bulk Actions in the Company Level Equipment Tool
- Prepare Company Owned Equipment for Import
- Retrieve a Company Level Equipment Entry from the Recycle Bin
- Search and Filter Company Level Equipment Entries
- Set Up Default Equipment
- View a Company Level Equipment Entry
- View the Change History of a Company Level Equipment Entry