Equipment Tracking

Employer Equipment

1. To add equipment for your own company select the Workforce top level menu item and select Equipment. The Equipment screen will display a list of your company's equipment. To add new equipment, select the New Equipment button.  

2. The Create Equipment window will appear. Start by filling out the Equipment Name field, which is required. In the number slot you can add a number of your choice to identify your equipment, and or a vin number.  Use the Employer Accounting Code field to store an accounting code for your equipment. Employee Equipment Usage Activities will have all 12 selected and you can deselect the activities you do not want to be counted in the hours. By default, the Cost Plan will be set to "None". You can select an optional Cost Plan.

There are 4 options for Cost Plan:

• Flat
• Hourly
• Hourly + Flat
• None (no Cost Plan) 

3. Once you have saved your new equipment, it will be available to add to new contracts. 

Customer Equipment

In addition to tracking your own company's equipment, you can also track usage of your customer's equipment. Select the Customers item in the top level menu. In the Customers screen, select the Equipment tab. 

On the customer equipment screen, you can use the same steps as above for adding new customer equipment.  

Add equipment to contracts

In the customer contracts screen there is an Equipment tab.

If you select the Select Equipment button, a window will appear where you can add your company's equipment and customer equipment to the contract.

Select the equipment you would like to use. Notice the blue Select is enabled for you to select to add the selected equipment to the contract.

Now you are able to view a summary of the equipment that is currently in the contract.

 How to track equipment usage 

 In work assignments for contacts that have equipment, there is a new Equipment section that displays in the work assignment summary screen.  

Select the Add Equipment button to add equipment to your work assignment.

You can select the applicable equipment from the list. If you don't see any equipment in the list, you need to add equipment to the contract and add it to your work assignment.

For our example, we will be using Portable Toilets which has the following

Cost plan:

The cost plan can not be edited on this screen. The cost plan can only be edited in the contract. 

Once you've added equipment usage to your work assignment, you'll see a summary of equipment usage and cost. To edit equipment usage details, select the equipment item.