Adding Equipment Types

• To access the equipment module, navigate to the main lefthand menu and open the module Equipment.
• To add equipment types, first select the main category for the equipment type to live under then click on the three dots beside the equipment search bar and select + Add Type from the dropdown menu.
• A pop-up form will appear where you can fill in the relevant information about the type of equipment including equipment name, category, charge-out rates, and more.
• In addition to the default fields, you can create your own custom fields. To do this click + New Custom Field and fill out the title, type of data, if the field is optional or required, and if you want the field to appear on company forms.