01What it is
Equipment is the company's gear with a location, purchase date, purchase value and depreciation period. It also has a retail price and a price in the job, at which you bill its use to the client. The menu item is visible in extended mode.
The equipment card shows whether the gear is ready, on site or overdue for inspection. Issuing to a project records the date, the project, optionally the job and the person who took the equipment. Taking it back closes the issue.
Equipment billed in jobs, used in a quote or with an inspection plan cannot be deleted, because it has history behind it.
- WHERE IT IS
- The location and the current issue to a project.
- WHAT IT COSTS
- Purchase value and monthly depreciation with finance access.
- INSPECTION ON TIME
- The next inspection on the card and an overdue badge.
02What it is for
Know where to look
Each item has a location, and issued equipment has a project.
Who took it
An issue records the person, the date and the job.
Inspections and service
Inspection plans for the equipment are shown on its card.
Use billed to the client
The price in the job bills the use of the equipment in job line items.
03Main options
The screen has the equipment list, the item window and the equipment card with issues to projects.
Name, location, category and price
A list in a table or in tiles with a photo.
- Columns: name with make, location, category, purchase value (with finance access), in the job
- Filters: store, category and group; search by name and brand
- Row menu: Equipment card, Edit, Remove from catalogue
Details, location and rates
Add equipment from the screen menu or Edit in the row.
- Name, make and model, location (required), category and group
- Purchase date, purchase value, depreciation period and cost of use (with finance access)
- Retail price, price in the job, note
State, inspections, projects and billing
Tabs: Overview, Inspections and service, On projects, In works, Photos.
- Badge: Ready, Inspection overdue, On site
- Issue equipment to a project and Take back equipment in the card menu
- In works: line items where its use was billed, with the value
04Tasks step by step
- STEP 1Open Modules › Subcontractors and equipment › Company equipment and choose Add equipment.
- STEP 2Enter the name, make and model, and set the location.
- STEP 3Fill in the purchase date, value and depreciation period, then the price in the job. Save.
- STEP 1Open the equipment card and choose Issue equipment to a project.
- STEP 2Choose a planned or in-progress project, optionally the job and the person taking it.
- STEP 3Enter the issue date. The card shows the On site badge.
- STEP 1On the card of issued equipment choose Take back equipment.
- STEP 2Enter the return date, not earlier than the issue date.
05Actions
The most common tasks with equipment.
Add equipment
A new asset.
Issue equipment to a project
Date, project, job and person.
Take back equipment
Closes the issue.
Inspections and service
Inspection plans on the card.
06What it connects to
Choose a module to see where the equipment works.
Equipment inspections
Inspection plans and completed records for the equipment.
Go to the topicEquipment inspectionsTools
Tools have the same card and the same issues.
Go to the topicToolsLocations
Locations are the bases and stores where the equipment is kept.
Go to the topicLocations