Overview
Managing your company's shared equipment—like excavators, specialty tools, or fleet vehicles—is just as important as dispatching your team. This guide will explain the best-practice method for tracking your company equipment, how to set it up, and why this method will save your team time and headaches.
Customer Assets vs. Company Assets
To get the most out of FieldPulse, it is highly recommended to separate how you handle things your customer owns versus things your company owns.
Feature | Best Used For... | Why? |
The "Assets" Feature | Customer Equipment. (e.g., An HVAC unit or water heater at a client's property that you are servicing). | It ties the item to a customer profile, allowing you to build a long-term service history, log serial numbers, and track warranties. |
The "Assignment User" Role | Company Equipment. (e.g., Your company's shared trailer, specialty saw, or excavator). | It places the equipment directly onto your dispatch schedule, allowing you to visually track its location and prevent double-booking. |
The Logic: Why Use the "Assignment User" Role?
By creating a specific "User" profile for your company equipment, you are effectively telling FieldPulse that this piece of equipment is a team member that needs to be dispatched.
Setting your company equipment up this way unlocks two massive benefits:
Total Schedule Visibility: You can look at your dispatch board and see exactly where "Excavator #1" is on any given Tuesday, just like you would view a technician's schedule.
The Conflict Checker: Because the system views the equipment as a schedulable user, FieldPulse's built-in conflict checker will automatically warn you if you accidentally try to double-book the same piece of equipment for two different jobs at the same time.
How to Set Up Company Equipment as a User
Follow these steps to configure your equipment:
Step 1: Create the Equipment as an Assignment User
Navigate to Company Settings > User Accounts and click Add User.
Naming Convention: Give the equipment a clear, recognizable name so it stands out on the schedule.
Tip: Use "Asset" or "Equip" as the first name, and the item type as the last name (e.g., First Name: Equip, Last Name: Excavator #1).
You will be required to add an email for this user, but you can just fill in a placeholder email like excavator1@test.com.
Role Selection: Set the user role to Assignment User. This ensures you aren't paying for a full software license for a piece of machinery, but it remains available for scheduling.
Optional Pro-Tip: Group Your Equipment: To keep things organized, we highly recommend creating a Team called "Equipment" and assigning all of your equipment users to it. If you do this, just make sure that anyone who needs to schedule this equipment is set as a Team Manager for the "Equipment" team so they have the correct permissions to assign it to jobs!
Step 2: Assigning the Equipment to a Job
When creating or editing a job, navigate to the assigned team members section.
Select your primary technician (e.g., John Doe).
Select the equipment profile you just created (e.g., Equip - Excavator #1).
Save the job.
Step 3: Viewing it on the Schedule
Once assigned, navigate to your schedule view. You will now see your equipment listed alongside your team members. You can view its designated time blocks, drag and drop its schedule, and easily coordinate where your assets need to be throughout the week!
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.