11. Add and Manage Equipment in Yeti 4.0

In Yeti 4.0, equipment tracking uses a two-tier structure:

1. Categories: Define default billing rates (Client Charge Rate and Subcontractor Pay Rate) and grouping types (Snow, Landscaping, or Misc).
2. Equipment: Represents specific physical machinery or tools (e.g., CAT Mini Wheel Loader) that inherit rates from their assigned category.

Step 1: Access the Equipment Catalog

1. Log in to your Yeti 4.0 account.
2. From the left navigation menu, expand Catalog.
3. Click Equipment.

Step 2: Create Equipment Categories (First)

Note: Before adding specific machine names, you must first create equipment categories to hold their billing rates.

1. Click the Categories tab at the top of the page.
2. Click the + Add category button.
3. Name: Enter a descriptive category name (e.g., Mini Wheel Loader).
4. Group: Select a operational group from the dropdown menu (Misc, Snow, or Landscaping).
5. Client Charge Rate: Enter the default hourly billing rate charged to clients when this equipment category is used.
6. Subcontractor Pay Rate: (Optional) Enter the default hourly rate paid to subcontractors when they supply this equipment.

   Note: Category rates act as account-wide defaults and can be modified on individual contract commitments if needed.

7. Click Save Category.

Step 3: Add Individual Equipment Items

1. Click the Equipment tab at the top of the page.
2. Click the + Add equipment button.
3. Name: Enter the specific piece of equipment or tool name (e.g., CAT Mini Wheel Loader).
4. Name for Operator: (Optional) Customize the name shown to field operators in the mobile app.

   Note: This field auto-fills with the equipment name but can be edited if needed.

5. Category: Select the relevant category created in Step 2 from the dropdown menu (e.g., Mini Wheel Loader (Snow)).
6. Client Description: (Optional) Add additional machinery descriptions for detailed client reporting.
7. Click Save Equipment.

• Hourly Billing: Requiring equipment on a contract commitment sets the charge type to Equipment Hourly, billing clients directly using the rates defined in the equipment category.
• Mobile App Routing: Equipment assigned to work plans informs operators what machinery or attachments (e.g., plow trucks, loaders, salters) to take on a job route.