Categories act as the top-level grouping that defines equipment by type — for example: Heavy Plant, Small Plant, Hand Tools, Storage, etc.
Setting up your categories first ensures everything in your equipment library is well-structured and easy to manage, making it simpler to track, assign, and report on equipment usage.
Steps to Add a New Category
Select the Equipment tile on the left-hand side.
Click the Categories tab at the top of the page.
Click the + New button to create a new category.
A pop-up window will appear.
Enter the Category Name (e.g. Large Plant).
Optional — assign a Manager responsible for this category.
Assign a Mandatory Skill, if relevant — for example, a required licence or qualification to operate that type of equipment.
Once all fields are complete, press Save.
Your new category is now created. Repeat this process to build out all categories relevant to your business.
Use Case
Categories are typically set up by an Equipment Manager or Office Admin responsible for the initial configuration and adding of assets. This helps ensure naming consistency and clear responsibility for management.
💡 Tips
You need to create categories before adding any equipment
Keep category names clear and consistent (e.g. “Heavy Plant” vs “Excavators”).
Use the optional skill association to reinforce safety and compliance — only qualified users will be assigned that equipment.