Admin and internal tools

Track equipment records, files, and maintenance details

Use the equipment area to keep one record for each asset instead of scattering manuals, notes, and maintenance details across the team.

4 min read · Updated Mar 18, 2026 · Managers maintaining equipment records and documents

Use Equipment and New Equipment when the team needs one place for asset details, files, and maintenance history.

This works best when every major asset has one clear record instead of scattered notes.

Quick facts

Start here

  • One asset should have one clear record.
  • Files are easier to trust when they stay tied to the right equipment record.
  • Maintenance notes lose value quickly when they are buried in chat or side docs.

Step 1: Review the equipment list first

Open Equipment and check whether the asset already has a record.

This helps you avoid duplicate equipment entries before you add another file or maintenance note.

Start from the equipment list so each asset keeps one clear record instead of several partial ones.

Step 2: Add the asset with the details the team needs

Open New Equipment when the asset is not in the list yet.

Create the record with the details, files, and maintenance context the team will actually look for later.

The new-equipment flow should capture enough context that the asset record is useful as soon as it is saved.