01What it is
Equipment is the company’s plant with a location, a purchase date, a purchase value and a depreciation period. It also has a retail price and a project price, at which you bill its use to the customer.
The equipment card shows whether the equipment is ready, on site, overdue for inspection or retired. An issue to a site records the date, the project and the person who received the equipment; a return closes the issue.
Equipment that has been billed, quoted, has an inspection plan or an issue history does not disappear from the register: only an item with no history can be deleted.
- WHERE IT IS
- The location and the current issue to a site.
- WHAT IT COSTS
- Purchase value and monthly depreciation with access to finance.
- INSPECTION ON TIME
- The next inspection on the card and an overdue badge.
02What it is for
You know where to look
Every item has a location, and issued equipment has a site.
Who took it
An issue records the person, the date and the project.
Inspections and service
The equipment’s inspection plans are visible on its card.
Use on the customer’s job
The project price bills the use of equipment in project line items.
03Main options
The screen has the equipment list, the item window and the equipment card with issues to sites.
Name, location, category and price
A list in a table or in tiles with a photo.
- Columns: name with brand, location, category, purchase value (with access to finance), project price
- Filters: warehouse, 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 access to finance)
- Retail price, project price, note
Condition, inspections, sites and billing
Tabs: Overview, Inspections and service, On sites, In works, Photos.
- Badge: Ready, On site, Inspection overdue or Retired
- Issue equipment to a site and Take back equipment in the card menu
- In works: the line items in which its use was billed, with the value
04Tasks step by step
- STEP 1Open Modules › Materials and equipment › Company equipment and choose Add equipment.
- STEP 2Enter the name, make and model, and select the location.
- STEP 3Fill in the purchase date, value and depreciation period, then the project price. Save.
- STEP 1Open the equipment card and choose Issue equipment to a site.
- STEP 2Choose a planned or active site, and optionally the project and the person receiving it.
- STEP 3Enter the issue date. The card shows the On site badge.
- STEP 1On the card of the issued equipment choose Take back equipment.
- STEP 2Enter the return date, no earlier than the issue date.
05Actions
The most common tasks for equipment.
Add equipment
A new asset item.
Issue equipment to a site
Date, site, project 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 maintenance
Inspection plans and completed records for equipment.
Go to the topicEquipment maintenanceLocations
Locations are the bases and warehouses where the equipment stands.
Go to the topicLocations