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Track Equipment at Properties

How to add equipment to a property, see what is installed there, and edit an item.

Ava Martinez
Written by Ava MartinezUpdated 6 days ago1 min readBeginner

What this guide covers

How to record the equipment at a property so your team knows what they will be working on before they arrive.

Add equipment

  1. Open the property.
  2. Scroll to the Equipment card and click Add Equipment.
  3. Fill in:
    • Name: for example, "Main Switchgear".
    • Category: the kind of equipment.
    • Identifier / Tag: a serial number or tag number.
    • Notes: model, capacity, install date or anything else useful.
  4. Click Add Equipment. You see Equipment added, and the item is linked to the property.

Screenshot: The Add Equipment dialog with Name, Category, Identifier / Tag and Notes.

View equipment

The Equipment card lists each item with its name, and its maker and model when those are known. Equipment used on jobs at the property shows up here too.

Edit equipment

Click the pencil next to an item, or click its name, to open the item's own page. Edit it there.

See Manage Equipment for everything you can do with an item.

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