Setting Up EM Categories

EM Categories classify equipment for reporting and can drive usage rates and Time & Material billing rates.

Before you start

• Decide how you group equipment (for example excavators, trucks, generators).

Steps

1. Open EM Categories.
2. Enter a unique category for each equipment class.
3. Complete any attributes that affect reporting or billing.
4. Save.
5. Assign categories when you create equipment records.

Notes

• Categories feed revenue rates by category—set categories before rates.