Equipment Assets represent the machinery and tools that support your workforce, serving as the physical records required for job assignments and compliance tracking. Organising your equipment through the import process ensures every asset is correctly established in the system with unique identifiers and accurate status tracking.

This guide covers:

• Assigning unique identifiers to prevent duplicate equipment records.
• Selecting the correct Status using pre-populated drop-down options.
• Downloading and populating the bulk import template.
• Resolving validation errors flagged during the upload process.
• Verifying successful imports to enable equipment scheduling.

Start confidently and get results fast.

💡 Power User Insight: Using the bulk import template for Equipment Assets ensures that unique identifiers are established correctly from the start, preventing data fragmentation when you later connect these assets to Worksites and Jobs.