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Creating New Equipment in FlowPath

Adding individual assets to FlowPath. You can also bulk import equipment via our importer or using the AI Assistant

Updated this week

1. Navigate to your Equipment Module. https://app.getflowpath.com/equipment

2. Click "Create Equipment"

3. Start by adding a name, you can use location abbreviations or anything that may help you best identify this asset.

Don't worry you can update this anytime!

4. Add a category from the drop down or create a new one by typing and selecting the newly created category.

Once the category has been created once it will appear in your drop down for future use.

Tip: Equipment categories are not the same as Work Order Categories, but can be equally powerful!

You will be able to use these to create PM Schedules as well as in reporting.

**Equipment can have more than one category like your Work Orders and can be bulk assigned!

5. Be sure to add your Site and Location, in that order, to your equipment profile.

6. You can add custom fields, warranty information, depreciation information, these are all reportable fields. Don't forget to add notes, attachments and a picture (Optional)

7. Be sure to save your work!! After adding your equipment information Click "Update" to make sure your data is saved.

8. And there is more!! Additional features and function available in the asset profile are;

-Create a PM - Reservations - enable meter readings -Associate Inventory - Inventory Usage - Add Sub-Equipment - Attach documents and images

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