Click on the "New equipment" button in the top right-hand corner to begin creation.
Enter the required fields:
Name: Used to identify equipment when you have to choose it from a list. This name must be representative for you and your site workers. If you work by equipment code, e.g. ZX200, or by internal name, e.g. Old Case, then this is the name that should be entered.
Code (Optional): Unique identifier for the equipment
Type: Automatically assign costs based on equipment type.
Model (Optional): Additional information
Brand (Optional): Additional information
License plate (Optional): Additional information
Vehicle identification number (Optional): Additional information
Organization: The equipment you track in your daily reports may be your subcontractors' equipment, so the organization name should reflect the owner of that equipment. It allows you to assign costs automatically based on equipment organization and equipment type. Costs will also be sorted according to internal or external resources.
Team (Optional): Automatically assigns equipment to a team and thus to a daily report when it is created.
Operator (Optional): Indicate the employee who operates this equipment most often. The employee will be automatically added when the equipment is added to a daily report.
Properties (Optional): Additional fields to organize your equipment and store additional information.
Click on the "Confirm" button and your equipment will be created.
Import equipment
Navigate to the "Equipment" page
Click on the options button in the top right-hand corner and then on "Import CSV".
Click on "Upload file" or enter your information manually
If you upload a file, it must be of CSV type. You will then need to associate the columns in your file with the columns displayed.
If you're using the manual function, simply copy and paste the pre-filled information from an Excel spreadsheet whose columns are ordered as shown on the import page.
Review the errors indicated by our tool if necessary
Click on the "Import" button and your equipment is created.