Add equipment in Equips
Create a new asset and tie it to a location.
Equipment lives under Assets → Equipment and must be tied to a location. Use this when adding assets from your desk; to add them in the field, see Onboard assets in the field with Capture.
Steps
- On the Equipment page, click Create Equipment (top right).
- Select a location to start with (or click Add missing location). You can select several locations at once.
- On the location's card, click + Add Equipment to open the form.
- Fill in Equipment Details:
- Category (required)
- Subcategory, Manufacturer, Model, Serial Number
- Click Show Options for Provider, Internal fields, Warranty, Dates, and Depreciation
- Click Save Equipment, then Save All at the top to commit everything.
Tip: Use Copy Equipment Details / Paste Equipment Details in the form to duplicate shared fields across similar items.
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