Create a new Equipment Resource

1. To create an additional resource that will be used for purposes of customer billing only, go to Data Library > Resources and then Equipment.

2. The Equipment Resources tab appears. click the Add Row icon on the ribbon bar.

3.The equipment setup window opens. Enter in the name of the unit in the Name field.

4. Enter in the unit number for the piece of equipment in the Unit # field and the unit code in the Code field. While these can be the same, they do not need to be. The Unit # is typically matched to the equipment placard, while the code is typically matched to that equipment’s accounting code designation.

5. Click the drop-down arrow on the Source field. This field lets you label a piece of equipment as belonging to an operator, owned, third party, subcontractor or any other custom description previously set up by your system administrator.

6. Click the ellipses (three dots) icon in the Billing Classification field and the Cost Classification field. A Classification window appears. Select the unit’s classification by double clicking on it.

You can use the Search feature at the top of the pop-up to search for the classification using either the name or the code.

7. The Cost Classification field will duplicate the classification chosen in the Billing Classification field. However, this can be changed by clicking on the ellipses icon in the Cost Classification field and changing it as required.

8. Click the Details tab. This page is used to capture custom field values. Populate any custom fields per your organization’s requirements