Jobs & Scheduling

How to Add Equipment to Your Inventory

Add tools, vehicles, and machinery to your Local Business Pro equipment inventory. Track assets and assignments effectively.

beginner 4 min read equipment add inventory tools
Book a demo Calculate missed-call revenue

Quick Answer: Go to Operations > Equipment, click Add Equipment, enter the name, category, optional details like serial number, and save. The equipment appears in your inventory grid.

What You'll Learn

Tracking equipment helps you know where everything is, who has it, and when it needs maintenance. Start by adding all your valuable tools and assets.

Adding Equipment

  1. Navigate to Operations > Equipment
  2. Click the Add Equipment button
  3. Enter a descriptive name (e.g., "DeWalt Drill #2")
  4. Select a Category (Tools, Vehicles, Machinery, Safety, Other)
  5. Enter the Serial Number (optional but recommended)
  6. Add the Purchase Date (optional for warranty tracking)
  7. Add any Notes (warranty info, specifications)
  8. Click Save
  9. The equipment appears in your inventory grid

Naming Best Practices

  • Include identifiers: "Ladder #3", "Van #2"
  • Be specific: "Milwaukee M18 Impact Driver" not just "Drill"
  • Use consistent formatting across similar items

Frequently Asked Questions

Q: Should I add all equipment or just expensive items?
A: Start with items you need to track location or assignment for. Typically tools over $100 and all vehicles/machinery.

Q: Can I bulk import equipment?
A: Currently equipment is added one at a time. For large inventories, contact support about bulk import options.