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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

  1. On the Equipment page, click Create Equipment (top right).
  2. Select a location to start with (or click Add missing location). You can select several locations at once.
  3. On the location's card, click + Add Equipment to open the form.
  4. Fill in Equipment Details:
    • Category (required)
    • Subcategory, Manufacturer, Model, Serial Number
    • Click Show Options for Provider, Internal fields, Warranty, Dates, and Depreciation
  5. 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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