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Managing EM Equipment Records

EM Equipment is the master record for each piece of owned, leased, rented, or customer equipment.

Before you start​

  • Categories and departments exist.
  • Gather description, VIN/make/model/year if used, and ownership details.

Steps​

  1. Open EM Equipment.
  2. Enter description, category, and department (required for normal use).
  3. Optionally enter VIN, make, model, and year for reporting.
  4. If you charge to jobs, set usage cost type and a default revenue code.
  5. On Additional Info, enter fuel tracking, capacities, and other specs as needed.
  6. On Ownership Info, choose owned, leased, rented, or customer and complete related fields.
  7. Save.

Notes​