The Equipment feature is where you review and update the equipment needed for a line item. Completing this section ensures that equipment costs are accurately included in the estimate.
Steps
Open the estimate and click into the line item you want to configure
Click the Equipment tab across the top of the line item editor
Review and complete the following fields:
Hrs to Mobilize Equipment — enter the number of hours needed to mobilize equipment for the job. For example, 2 hours
Add Owned Equipment? — select from the dropdown if any company-owned equipment will be used. Select None if not applicable
Add Rental Equipment? — select from the dropdown if any rental equipment will be needed. Select None if not applicable
Total Pickup Hrs (Materials/Equip) — enter the total hours needed to pick up materials and equipment for the job. For example, 5 hours
Review the cost impact before moving to the next tab.
Note: The selections you make here directly affect the equipment costs included in the estimate total. Make sure to fill in all applicable fields to avoid underestimating.
