Overview
The Equipment tab in the Catalog allows users to add and manage all the equipment required to create an estimate.
Add equipment required for the project
Define whether the equipment is purchased or rented
Include equipment cost in the overall estimate
This helps in generating accurate project costing.
To access the Equipment tab, go to Settings → Catalog and click on the Equip. tab
Top Section
Search Bar
Search by:
Equipment category
Equipment name
Add Category Button
Used to create a new equipment category
Equipment Categories List
Users will see a list of equipment categories.
Categories are expandable
When expanded, they display:
List of equipment under that category
Adding a New Equipment Category
Click Add Category
A pop-up will appear with the following fields:
Category Name
Show Price (Toggle): If enabled, the equipment price will be visible in estimates
Editable on Estimate (Toggle): User can modify price & unit while adding equipment in an estimate
Custom Fields in Category
Cost (Default Field): Cannot be deleted or modified
Add Custom Fields
Users can add additional fields
Will appear in the equipment list
Click Save to Catalog
The category is added and visible in the list
Category-Level Options
Each category includes:
Add Button → Add new equipment
Edit Icon → Change the name of the category
Delete Icon → Delete the category
Expandable View → Show/hide equipment list
Adding Equipment to a Category
Each category has an Add button.
Click Add under a category
Enter:
Equipment Name
Cost
Unit (from dropdown)
Custom Field (If added)
Unit Options
Units depend on usage type, like:
Each → Purchase cost per unit
Hour → Rental cost per hour
Day → Rental cost per day
E.g. category: Heavy Equipment
Excavator → $100 / Hour
Bulldozer → $500 / Day
Edit/Delete
Edit: To edit the equipment, click on the column value, which will make it editable.
Delete: To delete the value, click on the checkbox which makes the delete button visible.
How Equipment is Used
While creating an estimate:
Users select equipment from this catalog
Equipment cost is added to:
Project estimate
Total job costing
Summary
The Equipment tab helps users:
Organize equipment into categories
Define cost and usage units
Include equipment in estimates
Improve cost accuracy for projects