Getting Started
Understanding the equipment list, adding items, scheduling service, and issuing equipment with rental billing.
3 articles
- Getting Started with Equipment ManagementEquipment Management tracks manikins, AED trainers, AEDs, first-aid kits and any other returnable asset, and can bill for them when they are issued. It is entirely optional — if you do not manage returnable equipment, you never need to open it. Before You Begin - Equipment sits under Operate in the
- Adding Equipment and Scheduling ServiceThis article covers getting items into Equipment Management and keeping them serviceable — adding equipment, setting a service schedule, logging work, and reading an item’s history. Before You Begin - Decide your asset-tag scheme before adding the first item. Consistency matters more than the format
- Issuing Equipment and Charging Rental FeesIssuing equipment records where an item went and, for rentable items, bills for it automatically. This article covers checkout, overdue tracking, rental billing, and how equipment ties into the Jobs marketplace. Before You Begin - The item must exist in Equipment Management with a status of Availabl