Equipment


Equipment covers the trucks, machinery, computers, and any other tools owned by your organization and used by your staff.

If you are not using Jobs, you do not need to set up Equipment.

Using Equipment, you are able to ensure that jobs are allocated only to the teams that have the correct tools to do the task. Gruntify will warn you if you try to assign a job to a team that does not have the right gear.

Equipment is linked to the Team that uses the item, and to the Depot. Equipment may be temporarily removed from having a team, but it will always have the depot where it is stored.

Each piece of equipment may have the following fields completed. While you can create an equipment record with only the Equipment Name and the Depot, the Model, Body Style, and Team must be completed before the Equipment can be used for allocating jobs.

Model and Body Style are used to match equipment to a job, so do not make them too specific. For example, Rey purchases a tag and test equipment checking kit. If they buy another kit later, they want the two setups to be used interchangeably. So they need to be set up with the same model and body style.

Field

Optional

Field

Optional

Equipment Name

Mandatory

Registration Number

Optional

Model *

Mandatory

Equipment Type

Optional

Class

Optional

Body Style *

Mandatory

Team *

Mandatory

Depot

Mandatory

 

This tutorial will show you how to add, edit and remove equipment, and how it interacts with the Job Templates.