Getting Started: How to add, edit, or remove Equipment

Overview:

Tracking equipment usage in Traction Enterprise Business is important for several reasons:

  • Work Orders are equipment specific  
  • Equipment specific information is used to estimate length of certain Tasks
  • Associating yield files and maintenance logs to specific equipment is coming soon

Requirements:

  • To get your Equipment setup in Traction Enterprise you will need to know details about your equipment. 
    • Details include Equipment Type, Manufacturer, Year, Model, VIN (optional), and Speed. 
  • Traction Enterprise currently supports the following Equipment Types:
    • Tractor
    • Sprayer
    • Harvester
    • Truck
    • Other
  • To track Equipment costs, you will need to add a cost for your machinery

Process:

  1. Navigate to Setup>Equipment.
  2. Select Add Equipment.
  3. Add a picture of equipment by hovering over the icon in the upper left and clicking Add.
  4. To edit equipment, click the name of the piece of equipment or click the edit button on the right located within Equipment Details.
  5. To remove a piece of equipment from the account, click Delete in the bottom left corner of the Edit Equipment screen.
  6. Mark equipment inactive by clearing the box next to Active located in the Edit Equipment screen.
  7. To add cost, tab over to Equipment Costs to specify a variable rate ($/hr) or ($/acre) for your machinery.   
    - For help calculating equipment costs, visit our online resource

    Equip_HCA_1.jpg

 

Related Articles:
How do I change my equipment totals mode?
How do I change the equipment assigned to my mobile Work Order?
Getting Started: Labor & Equipment Cost Tracking