SettingsEquipment
Equipment List
How to manage the equipment list under Settings and what each column on the page is showing you.
Equipment lives under Dashboard -> Settings -> Equipment. The page is the master list of every piece of gear your team might need to take to a job, so that the kit needed for the day shows up on each worksheet and individual job card. You only need to set this up once and then assign equipment as you create or edit jobs.
What You See on the Page
- Name: The name your team will recognise, shown with a coloured initial next to it.
- Color: A small swatch that flows through to job and worksheet badges so equipment is easy to spot at a glance.
- Created: When the equipment record was first added.
- Actions: A delete button per row that confirms before removing the equipment.
Filtering and Search
- Search: Filters the list by equipment name.
- Business filter: When you operate more than one business, a Filters button appears to the right of the search. It slides the business filter out from the right so you can narrow the list to a single business or share equipment across all of them, and the businesses you pick show as a chip beside the search, such as Business: North, whose × takes the filter off.
- Stored filters: Search text and the business selection are remembered for next time you visit the page.
Adding New Equipment
Use the New Equipment button in the top right. It opens the equipment popup where you set the name, choose a colour, and optionally pick which business the equipment belongs to.
Opening and Deleting
- Row click: Opens the equipment in the popup in read-only mode. On a computer, Edit equipment down the right of the popup changes it, and Delete equipment, in red below it, removes it. On a phone, Edit is at the top right.
- Delete: The bin icon on each row, and Delete equipment in the popup, confirm first. Removing equipment also removes it from any jobs it was assigned to.
Related articles
- Equipment Popup: Covers the fields that appear when you add, edit, or view an item.
- Equipment on Jobs and Worksheets: Useful when you want to know how an equipment record actually shows up on the day.
- Creating a Job from the Dashboard: Shows where the equipment selector sits inside the job form.
- Worksheet Detail Screen: The screen that surfaces the consolidated equipment list for a day of work.