The Equipment Types submodule allows you to create, edit, and disable equipment within the system. To access this submodule, navigate to Estimates → Equipment Types.
Creating a New Equipment Type
1. Within Estimates → Equipment Types click the + button in the top right corner;
2. The Add Equipment modal window will appear. Fill in the following fields:
Tool Name: Enter the name of the equipment in this text field.
Price Per Hour: Define the hourly cost for the equipment. This value will be used in calculations if you choose to assess a service's price in the Estimate module via the calculator.
Vehicle/Attachment/Tool: Specify the type of equipment being created.
Tool Options: (Optional) Add parameters for the equipment, such as the vehicle’s wheel diameter, brand, or other relevant attributes.
Note: Creating new equipment may involve specifying details that also aid in defining related services.
3. Click Save to apply the changes and create the new equipment type.
Managing Existing Equipment Type
- Click the pencil icon to modify any details entered during the equipment creation process.
- Click the red crossed-out circle icon to disable (hide) equipment from the system. Disabled equipment will be moved below a blue line in the interface, where all hidden equipment types are listed.
Disabling equipment only hides it within the system. If the equipment was already associated with a service, it will remain attached to that service.