Setting Up Equipment and Consumables

Equipment and Consumables are optional features in Yeti.

Before starting, determine whether your company tracks:

• Equipment only
• Consumables only
• Both Equipment and Consumables

If you only track Equipment, complete the Equipment setup steps and add your Equipment to Client Contracts.

If you only track Consumables, complete the Consumables setup steps and add your Consumables to Client Contracts.

If you track both, Yeti recommends setting up all Equipment and Consumables first before adding them to Client Contracts. This allows you to complete your configuration in bulk and makes the setup process faster.

How Equipment and Consumables Work

Creating Equipment or Consumables does not automatically make them available to crews in the mobile app.

For Equipment and Consumables to appear in the mobile app, they must:

1. Be configured in Yeti.
2. Have Display to Operators enabled.
3. Have rates configured (0 is acceptable).
4. Be added to a Client Contract.
5. Have a Client Contract rate entered (0 is acceptable).

Only after these steps are completed will crews be able to select them in the mobile app.

Setting Up Equipment and Consumables

Step 1: Configure Equipment Categories

Navigate to Equipment > Category Rates.

This page contains a list of available equipment categories that can be used throughout Yeti. Review the list and determine which categories apply to your operation.

For each category, you can configure:

• Client Rate – What you charge your client for the equipment.
• Subcontractor Rate – What a subcontractor charges you for the equipment.

If you do not charge separately for equipment usage, it is recommended to enter 0 for both rates.

To make equipment available for use later in the setup process:

1. Enable Display to Operators.
2. Enter a Client Rate and Subcontractor Rate (0 is acceptable).
3. Click Save.

A rate must be entered, even if it is 0, for the equipment category to be available within client contracts and the mobile app.

Step 2: Create Equipment

Once your categories have been configured:

1. Navigate to Equipment.
2. Click the + button to create equipment.
3. Enter:
   • Equipment Name
   • Operator Name (how the equipment will appear to crews)
   • Equipment Category
4. Click Save.

You can continue selecting Add Equipment to create multiple equipment records before saving.

Step 3: Configure Consumables

Navigate to Consumables.

Consumables are organized into four categories:

• Snow
• Landscaping
• Irrigation
• Miscellaneous

Expand the appropriate category and configure your consumables.

For each consumable, you can enter:

• Cost
• Client Rate
• Subcontractor Rate

If you only want to track usage and not bill for the consumable, you can enter 0 for the rates.

To make consumables available later in the setup process:

1. Enable Display to Operators.
2. Enter a Client Rate and Subcontractor Rate (0 is acceptable).
3. Click Save.

A rate must be entered, even if it is 0, for the consumable to be available within client contracts and the mobile app.

Step 4: Add Equipment to Client Contracts

Equipment will not appear in the mobile app until it has been added to a client contract.

To add equipment:

1. Navigate to Client Contracts.
2. Open the client contract you wish to update.
3. Click Edit.
4. Locate the Equipment section.
5. Click the Pencil icon.
6. Select the equipment you want available for that client.
7. Enter a rate.

If you do not charge separately for equipment usage, enter 0.

1. Click Done.
2. Save the client contract.

A rate is required, even if it is 0. Equipment without a rate will not appear in the mobile app.

Step 5: Add Consumables to Client Contracts

Consumables must also be added to a client contract before crews can use them in the mobile app.

To add consumables:

1. Navigate to Client Contracts.
2. Open the client contract you wish to update.
3. Click Edit.
4. Locate the Consumables section.
5. Click the Pencil icon.
6. Select the consumables you want available for that client.
7. Enter a rate.

If you do not charge separately for the consumable, enter 0.

1. Click Done.
2. Save the client contract.

A rate is required, even if it is 0. Consumables without a rate will not appear in the mobile app.

Equipment and Consumables Not Appearing in the Mobile App?

If equipment or consumables are not appearing for crews, verify the following:

• Display to Operators is enabled.
• Rates have been entered on the Equipment or Consumables page.
• The equipment or consumable has been added to the client contract.
• A rate has been entered on the client contract, even if that rate is 0.

All four requirements must be met before equipment and consumables are available in the mobile app.