Adding Equipment

Adding equipment to your inventory creates a permanent record that tracks the asset throughout its lifecycle. Proper setup ensures accurate maintenance scheduling, cost tracking, and resource management.

Creating a New Equipment Record

Click the "Add Equipment" button from the equipment list page. This opens the equipment creation form with several sections of information to complete.

Required Information

The following fields are required to create an equipment record:

Equipment Name: A clear, descriptive name that helps identify the equipment. Use consistent naming conventions like "Drilling Rig 1" or "Service Truck 2" for easy identification.

Equipment Type: Select from predefined categories including drilling rigs, trucks, trailers, pumps, compressors, tools, and other equipment. This categorization helps with filtering and reporting.

Status: Set the initial status as available, in use, maintenance, or retired. This determines whether the equipment appears in availability searches for project assignments.

Optional Details

While not required, these fields provide valuable information for comprehensive equipment management:

Make and Model: Manufacturer and specific model information. This is essential for ordering parts and referencing service manuals.

Year: Manufacturing or model year. Helps track equipment age and depreciation.

Serial Number: Unique identifier from the manufacturer. Critical for warranty claims, recalls, and resale value.

VIN: Vehicle Identification Number for registered vehicles. Required for insurance, registration, and legal compliance.

License Plate: Current registration information for vehicles that require it.

Purchase Information: Original purchase date, cost, and vendor. Important for accounting, depreciation calculations, and warranty tracking.

Specifications: Technical details like engine size, capacity, dimensions, or power requirements. Useful for operational planning and compliance.

Maintenance Configuration

During equipment creation, you can set up the initial maintenance schedule:

• Define maintenance intervals (hours, miles, or calendar-based)
• Set initial service date or meter reading
• Configure maintenance types required
• Assign default service providers

Attachments

Upload important documents related to the equipment:

• Owner's manuals and service guides
• Warranty documentation
• Purchase invoices and receipts
• Compliance certificates
• Insurance documents
• Photos for identification

After Creation

Once saved, the equipment appears in your inventory list and becomes available for:

• Service log entries
• Maintenance scheduling
• Project assignments
• Cost tracking
• GPS device pairing
• QR code generation

You can edit any equipment information at any time by accessing the equipment details page.