Equipment Items Overview

Equipment items (owned or rented) can be entered as estimate line items and time can be tracked for project costing purposes. As a result, there are various rates that can be documented for each item as shown below.

Examples of Equipment Items

• 3-Ton Flatbed Truck
• 200 HP Dozer
• Steel Wheel Roller
• Concrete Saw

Equipment Rate Uses

Equipment Rate Field	Estimate Line Item	CPR, CO, PO or Bill Line Item	Equipment Timecard
RT - Run Time	Yes	Yes	Yes
IT - Idle Time			Yes
DT - Down Time			Yes
Rental - Daily Rate	Yes	Yes
Rental - Weekly Rate	Yes	Yes
Rental - Monthly Rate	Yes	Yes

Equipment Usage Scenarios

• Cost Database - Crews Detail Form - Equipment can be crew components.
• Cost Database or Estimate - Work Item Details Form - Referenced in the Labor/Equipment Productivity Calculator
• Estimate - Equipment can be added as a cost line item.
• Equipment Timecards

Equipment Owned/Rental Status Options

Status	Purchase Date	Date Sold
Rented Equipment	blank	blank
Owned Equipment	not blank	blank
Sold Equipment	not blank	not blank

Steps To Complete Before Creating Equipment Items

• Optional: Equipment Types can be used to group or filter Equipment Items.
• Optional: Classification Codes (eg. Cost Codes) can be used to group or filter Equipment Items.
• Optional: Locations can be used to create distinct estimating rates based on geographical area. This is especially beneficial for contractors who perform work in various cities or counties.

Options to Create Equipment Items

• Add Manually
• Import From Microsoft Excel

Edit Equipment Items

• Edit General Information
• View and Edit Purchase and Sold To Information
• Add or Edit Location Specific Estimating Rates
• Add or Edit Spare Parts
• Add Service Ticket