Equipment Types and Sizes

Overview

Equipment Types and Sizes allow you to categorize and organize the equipment used within your workflows. These settings help ensure consistency when assigning equipment to jobs, tasks, or resources.

Specifics

To manage these settings:
1.     Go to the Logo / Resources Menu in the upper-left corner.
2.     Choose either Equipment Types or Equipment Sizes, depending on what you need to configure.
 

Important: Add Equipment Types First

Equipment Types must be created before you can add Equipment Sizes.
Sizes are always associated with a Type, so the Type must exist in the system before any Size options can be added.

Adding Equipment Types

1.     Navigate to RW Logo / Resources → Equipment Types.

2.     Select Add New.

3.     Select your type of equipment.

4.     Assign a DVIR template if necessary.

5.     Enter the name and any relevant details.

6.     Save your changes.

Adding Equipment Sizes

Once your Types are set up:
1.     Navigate to RW Logo / Resources → Equipment Sizes.

2. Select Add New.

3. Complete the details for the equipment size, including:

• Revenue classes
• Size classification (if utilizing RSR)
• Assignment of the appropriate checklist

4. Save the changes.

IMPORTANT: Pricing sheets are based on Equipment Sizes.

NOTE: Based on the equipment type selected, a corresponding icon is displayed in the Fleet window. This visual indicator helps identify the required equipment more quickly.

Dump Truck Trailer Pickup Hydrovac Concrete Pump Crane Truck