Launch
Grant Thornton Professional services02893-01Solar Century Africa Energy engineering 73992-01
  1. Getting started
  2. The organization
  3. Project management
  4. Task management
  5. Budgeting
  6. Change management
  7. Resource allocation
  8. Time tracking
  9. Expenses
  10. Clients and invoicing
  11. Leave tracking
  12. Real-time reporting
  13. Proposals
  14. Templates
  15. Integrations
  16. Vendors and invoicing
  17. Equipment
  18. Account settings
  19. Open API

Setting up equipment

A few minutes of setup gives every new unit sensible defaults. Setup is available to organization admins and to anyone with the Can manage equipment and equipment rates permission.

Turning equipment on and off

Equipment is on by default. To turn it off, go to your organization settings, open Optional modules and uncheck Equipment.

Turning equipment off only hides the Equipment tab - your equipment and bookings are kept, and everything is back when you turn it on again.

Heads up: Turning equipment off does not cancel a paid Core or Scale subscription. Cancel it separately to stop being charged.

Who can do what

ActionWho
Add, edit and archive units, types and rates, Setup, importsOrganization admins, and admins or managers given Can manage equipment and equipment rates in People HR
View all details, book equipment, pin units on the mapAdmins, managers, limited managers and equipment managers
Check out and check inAnyone who can book equipment and the unit's custodian. The person holding a unit can always check it back in.
Report an issueAnyone in the organization
Approve bookingsThe unit's approver, approval rule approvers and equipment admins

The Setup tab

Open Equipment → Setup. A warning icon shows on the tab until you have added at least one equipment type.

SectionFeatureDescription
Types / CategoriesEquipment typesClick Add type to create the types you use, for example Vehicles, Generators or Laptops. Archived types can be shown with Show archived.
RatesDefault ratesSet an Internal cost and a Bill rate for each type. New units of that type start with these rates.
WorkflowAsset IDsChoose the Prefix, Sequence padding and Next number for generated asset IDs, for example EQ-00012.
WorkflowWorkflows & notificationsTurn on the workflows included in your plan, such as check-out and check-in, booking approvals, maintenance requests and unbilled usage alerts.
ComplianceCompliance settingsConfigure export control, restricted access and the compliance approvers who decide access requests.
ImportsCSV importExport your equipment to CSV, update it in a spreadsheet and import it back, or bring in your existing register.

Heads up: Default rates only apply to units you add afterwards. Changing a type's rates does not update existing units.

Next steps

Add your equipment to the register.