Equipment

You can compile a list of frequently used equipment.

The equipment list is available when you add equipment entries to daily reports.

Add equipment list items

You can enter a default rate for each item in the equipment list. The rate can be modified in the daily reports.

  1. Open the record settings and select Daily Reports > Equipment.
  2. Select Add new row.
  3. In the Description column, enter a unique description.
  4. Optional: In the Rate column, enter the default rate.
  5. Press Enter or select Done.
    The item is added at the bottom of the list.
  6. Optional: Select the item, and drag it to a different position in the list.

Edit and delete equipment list items

You can edit the description or default rate for items in the equipment list

  • Only the description is updated for existing equipment entries in daily reports.
  • You can delete equipment items in use.
  1. Open the record settings and select Daily Reports > Equipment.
  2. Select the Description column, and then edit the description.
  3. Select the Rate column, and then edit the default rate.
  4. Press Enter.
  5. To reorder the items, select an item and drag it to a different position in the list. To sort the items alphanumerically, select (Sort) on the toolbar.
  6. To delete an item, point the cursor to the row and select (Remove).
    The item is deleted immediately from the list. A deleted equipment list item remains linked to a record if it was previously selected, but you cannot select the deleted equipment list item for anything else.