Navigating to the Equipment Page
Access the Sidebar: Locate the sidebar on the left side of your screen.
Select Equipments: Click on the "Equipments" option from the sidebar. This will bring you to the Equipment industries page.
Step 1: Adding a New Item
Navigate to Equipment Category: Select the category where this item belongs (e.g., click into "Drills").
Click on Add New: Click the button and choose Equipment Item from the drop-down menu.
Step 2: Filling in Item Details
Complete the form with the necessary details to ensure accurate tracking:
Image: Upload a photo of the specific item.
Equipment Industry & Category: Ensure these match the correct folder.
Item Name: Enter the name of the tool/asset.
Manufacturer: Enter the brand or manufacturer details.
Make & Model: Specify the make and the specific model number.
Cost: Enter the purchase price of the item.
Cost Frequency: Specify how often this cost is incurred (e.g., one-time purchase, monthly lease).
Calibration Date: If applicable, enter the last or next calibration date.
Serial Number: Enter the unique serial number for identification.
Assignee: Select the team member responsible for this item.
Step 3: Status & Visibility Options
You can set specific flags for the item before saving:
Out of Service: Check this if the equipment is temporarily non-operational due to maintenance or repairs.
Unavailable: Check this if the equipment is not accessible (e.g., reserved for another job or in transit).
Display in Job View: Enable this to allow the item to be seen and selected when creating client appointments.
Step 4: Save
Click Save to add the asset. It will now be listed in the table displaying its status and assigned property.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.