Equipment & Assets

Manage equipment and assets

Track important equipment so crews and owners know what exists, where it is used, and when it needs attention.

Owner/AdminReportsEquipment & Assets6 minutesLast reviewed May 15, 2026Reviewed 0 days ago
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Before you start

  • You have permission to open Settings or Reports.
  • You know the equipment name, status, and who is responsible for it.

What you'll do

You will create useful equipment records and use reporting to understand availability, utilization, and maintenance needs.

Do this

  1. 1

    Open Equipment & Assets

    Go to Settings, then Equipment & Assets, or open the equipment utilization report.

  2. 2

    Add the asset

    Enter the name, type, status, and any identifying details your crew uses in the field.

  3. 3

    Assign responsibility

    Record who normally uses or maintains the item so the office knows who to ask.

  4. 4

    Review utilization

    Use equipment reports to see which assets are active, idle, or tied to expensive work.

Start small

Track high-value or schedule-critical equipment first. You do not need to inventory every small tool before the feature becomes useful.

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