Create an Equipment Record in the Company Equipment Tool

Procore's Equipment tool ensures all machines are optimally used and effectively managed from arrival to departure. The company's Equipment tool is a registry of your company's owned or rented equipment for your job sites. When equipment is assigned to projects, it is added to the Project's Equipment tool where it can be used in Inspections, Timesheets, Daily Log, T&M Tickets, and your Budget.

• Required User Permissions

• You can add a maximum of 10 attachments to a record.

• Categories and Types must be configured in advance. See Configure Equipment Categories, Types, and Makes.

• Options for the 'Make' field are configured in the tool's settings. See Configure Equipment Categories, Types, and Makes.

• Custom statuses are configured in the tool's settings. See Configure Custom Statuses for Equipment.

1. Navigate to the company's Equipment tool.

2. Click Create.

3. Enter the equipment information. Show/Hide Fields

   • Equipment Photo

     1. Click the image.

     2. Select a file from your computer.

     3. Click Open to upload the photo.

   • Specification Information

     • Category. The equipment category.

     • Type. The equipment type.

     • Make. The equipment make.

     • Model. The equipment model.

     • Serial Number. The serial number.

     • Year. The year the equipment was built.

   • General Information

     • Equipment ID. The equipment ID.

     • Equipment Name. The name of the equipment.

     • Rate per hour. The cost of the equipment per hour.

     • Status. The status of the equipment.

     • Ownership. Indicates if the equipment is owned, rented, or subcontracted. If not owned, the following fields are available:

       • Vendor Name. The name of the equipment vendor.

       • Rental Start Date. The start date for the equipment rental.

       • Rental End Date. The start date for the equipment rental.

     • Assignee. The equipment's assignee.
       Note: Assignees must be listed as a user in the Company Directory.

     • Groups. The group for the equipment.
       Note: This is configured in the Resource Planning tool.

     • Notes. Notes about the equipment

   • Telematics Provider Information.

     • Telematics Provider. A list of supported telematics providers.

     • Telematics Provider ID. The equipment ID provided by your telematics company.
       Note: This only populates if you have connected your telematics provider to the Company Equipment tool.

   • Attachments

     1. Click Attach File and select the file from your computer.
        OR
        Drag and drop one or more files into the 'Drag and Drop' box.

4. Click Save and Next.

5. Mark the checkboxes to assign the equipment to projects and click Save.
   OR
   Click Skip.