When dealing with equipment it's important to understand the difference between equipment category and onboarding equipment
What is Equipment Category
Equipment categories are the groups of tools and machinery that share a common function and are used to complete services. By organizing your equipment into categories, it’s easier to manage rates and track usage for billing.
Example:
If you have multiple plow trucks, you can group them under the "Plow Truck" equipment category. That way, you don’t need to set a rate for each individual truck—just one rate for the whole category.
How to set up Equipment Category
Head over to the equipment category page. This page can be found by selecting the equipment category button in the top right corner of the equipment page.
Turn the display to operator toggle on for any piece of equipment you want selectable on the mobile app. Make sure that these equipment categories are also listed in your client contracts. Learn more about contracts here.
On the mobile app, the operator will be given a list of equipment to choose from when stating that a service has been completed on a site. This list will match the equipment list in the client contracts.
Onboarding Equipment
Onboarding equipment refers to a specific piece of equipment that you want to track. Example: F150 truck.
By adding onboarding equipment to the equipment page, you have the option to track which operator is using which piece of equipment during their shift.
How to set up Onboarding Equipment
Head over to the equipment page. Select the blue plus button.
Give your piece of equipment a name. Name for operator refers to how the name of this piece of equipment will show up on the mobile app. Then select an equipment category and hit save.
On the mobile app the list of onboarding equipment will appear after you hit the shift button on the main page.
