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  2. Inventory
  3. Inventory - Machinery & Equipment, Structures, Tools

Adding a new Inventory item

Adding a new inventory item can be easily completed on both the desktop and the mobile App.

 

Adding a new inventory item on desktop

Adding a new inventory item on Mobile App 


On Desktop

  1. In the side menu, select InventoryMachinery and Equipment, Structures or Tools then click Add New.

    Machinery and equipment - tractors and quad bike inventory tiles

  2. 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.

Adding new machinery and equipment


3.    (Optional) Upload Image.

    • Machinery and Equipment Options
      • Set 30 day registration expiry reminder?
        Note - This will initiate a task to remind you to re-register 30 days prior to expiry date.
      • Check ticket or license needed to operate?
      • Maintenance details - If you would like to capture machinery hours or kilometres via the App, you can set this up here.

        maintenance details in hours or kilometers 
    • Tools Options
      • Set 30 day test/tag expiry reminder? 
        Note - This will initiate a task to remind you to test/tag 30 days prior to expiry date.
      • Check ticket or license needed to operate?
    4.   Click Save.

Tip - A unique QR Code will automatically be created when the item is saved. (QR codes are only available in the Pro and Enterprise subscriptions)

On App

HubSpot Video
  1. From the main menu, select InventoryMachinery, Structures or Tools then tap + Add New.
  2. 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.
  3. (Optional) Tap the camera symbol next to the name field. You can take a new image or choose from your phones gallery.
    Tip – Photos taking on mobile phones are best taken in landscape mode.
    • Machinery and Equipment Options
      • Set 30 day registration expiry reminder?
        Note - This will initiate a task to remind you to re-register 30 days prior to expiry date.
      • Check ticket or license needed to operate?
    • Tools Options
      • Set 30 day test/tag expiry reminder?
        Note - This will initiate a task to remind you to test/tag 30 days prior to expiry date.
      • Check ticket or license needed to operate?
  4. Tap Save.

 

Tip -A QR Code will automatically be created when the item is saved. This is available to print on the desktop. (QR codes are only available in the Pro and Enterprise subscriptions)