Adding new Machinery & Equipment, Structures and Tools as inventory can be easily completed on both the Desktop and the App.
To add a new inventory on App, click here.
- From the left menu, select Inventory > Machinery & Equipment / Structures / Tools.
Then, click the Add New button. - Complete the form as required.
Tip: When naming your inventory, give the item a common name that would be used by your workers to make it easily identifiable.
- Options specific to Machinery & Equipment:
- Registration expiry
Registration expiry date. - Set registration expiry reminder?
If ticked, a task and notification will be generated as a reminder to re-register 7 days prior to expiry date. - Tickets or licence needed to operate?
Tick the checkbox if relevant. - Odometer units
To capture an odometer reading via the App, you must set the relevant units (hours, kilometres, miles) on the Desktop. - Odometer reading
Use this field to update the engine hours or odometer reading for the item. - Schedule next maintenance by
Indicate whether maintenance should be scheduled by date or by odometer units/hours for the item. - Next maintenance due at
Enter when next maintenance is due for the item. - Generate reminder at
If tracking next maintenance by odometer units (hours, kilometres, miles), you can define when you want the reminder (task and push notification) generated. - Purpose
Allows you to describe the purpose of the next maintenance. - Maintenance frequency notes
Allows you to record any other general notes about maintenance scheduling for the item.
- Registration expiry
- Options specific to Machinery & Equipment:
-
- Options specific to Tools:
- Test/tag Expiry
Captures when the last conducted test/tag expires. - Set test/tag expiry reminder?
If ticked, a task and notification will be generated as a reminder 30 days prior to the Test/tag expiry date. - Ticket or licence needed to operate?
Tick the checkbox if relevant.
- Test/tag Expiry
- Options specific to Tools:
- (Optional) Upload Image
- Click Save.
Note: A unique QR Code will be automatically created when the item is saved.
(QR codes are only available on a Professional subscription.)