---
title: "Equipment in the Mobile App (Advanced): Track, Check In, and Manage Equipment Profiles"
url: "https://help.ontraccr.com/en/article/equipment-in-the-mobile-app-advanced-track-check-in-and-manage-equipment-profiles"
language: "en"
last_updated: "2025-06-08T20:32:13.084Z"
---

# Equipment in the Mobile App (Advanced): Track, Check In, and Manage Equipment Profiles

## **🚜 Equipment in the Mobile App (Advanced): Track, Check In, and Manage Equipment Profiles**  
 

### 🧭 **Introduction**

The **Equipment** page in the Ontraccr mobile app gives users a powerful interface to **create, view, check in/out, and manage equipment** records — all from the field. With support for detailed info, cost tracking, assigned users, tasks, and even QR-based form submissions, this is your complete guide to equipment on mobile.

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## **📍 Where to Access Equipment**

1.  Tap **“More”** from the bottom nav bar
2.  Tap **“Equipment”**

Visibility depends on your **role’s permissions**.

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## **🔍 Navigating Equipment**

### 1\. **Filter by Labels**

-   Tap the **filter icon (top-left)** to select from custom equipment labels (e.g., “Rental”, “Heavy Machinery”)
-   Tap **Save** to apply
-   Tap the **trash bin icon** to clear filters

### 2\. **Search by Name**

-   Use the **search bar** to locate equipment by name (not ID)

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## **➕ Creating a New Equipment Profile**

Tap the **plus icon (top-right)**

### 🟥 Required Fields:

-   **Name**
-   **Status** (e.g., Active, Needs Repair — pulled from web-configured status list)
-   **Division** (if multiple divisions exist)

### 🟨 Optional Fields:

-   **ID** (e.g., Unit #, license)
-   **Type** (category of equipment)
-   **Hourly / Daily Cost & Billing Rate**
-   **Cost Code** (used for job costing)
-   **Assigned User** (who’s currently using it)

Tap **Save** to complete setup.

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## **🧾 View/Edit Equipment Profile**

Tap any item to open its full profile. Color indicators show status:

-   🟥 Red = Not currently checked in
-   🟩 Green = Currently checked in to a job

Tap the **pencil icon** (top-right) to enter edit mode.

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## **🗂️ Equipment Tabs Explained**

Each equipment profile includes several tabs at the top:

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### 1\. **Info**

-   All primary details:
    -   Name, ID, status, assigned user, cost, billing, cost code
-   Also includes:
    -   Custom fields (e.g., Odometer, Inspection Date)
-   Tap the **pencil icon** to edit

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### 2\. **Labels**

-   Lists all assigned labels (e.g., “Rental”, “Lift Truck”)

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### 3\. **Check In**

-   Shows:
    -   Current project (if checked in)
    -   All other assigned projects

### ✅ Check In or Out:

-   Tap a project → Confirm switch
-   Equipment can only be in **one job at a time**

If global project selection is enabled, you can check equipment into **any project**, even if not pre-assigned.

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### 4\. **Files**

-   View any documents uploaded to the equipment profile:
    -   Manuals
    -   Safety sheets
    -   Diagrams
-   Tap a file to open or download

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### 5\. **Tasks**

-   View and create tasks related to this equipment
-   Tap **+** to create:
    -   Title, description, due date
    -   Repeating schedule
    -   Assigned user(s)
    -   Reminders and cadence
    -   Priority
    -   Attach files or photos
    -   Assign a form template

Great for scheduled maintenance or recurring inspections.

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### 6\. **Notes**

-   Add technician notes or jobsite updates
-   Tap the **add note** field to type or dictate a message
-   Tap the red arrow to post the note

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### 7\. **Forms**

-   View all forms submitted and linked to this equipment
-   Tap to open and review content
-   Use the **search bar** to filter by form title

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## **📝 Submit an Equipment-Linked Form**

Tap the **form with pencil icon (top-right)**

-   Choose from any **inspection or checklist form** linked to this equipment via web settings
-   Equipment info will **auto-populate**
-   Complete and submit the form

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## **📸 Scan Equipment QR Code (Optional)**

If a QR code was added to the equipment:

1.  Tap the **Camera icon**
2.  Scan the QR code on the machine
3.  The profile opens instantly, and you can:
    -   View the record
    -   Submit a form with auto-fill

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## ✅ **Outcome**

With the mobile Equipment tool, users can:

-   Add and update detailed equipment records
-   Check gear in and out of jobs
-   Attach tasks, files, forms, and notes
-   Submit inspections and forms with equipment auto-fill
-   Track active use status from the field