Equipment Types & Custom Fields

🏷️ Equipment Types & Custom Fields
 

📘 Overview

In Ontraccr, equipment types allow you to categorize equipment into meaningful groups (e.g., Excavators, Pickups, Customer Equipment). More importantly, types are directly linked to custom fields and form mappings, allowing you to tailor the information collected and workflows triggered based on equipment category.

🗂️ What Are Equipment Types?

An Equipment Type is a label you assign to a piece of equipment to define its category.

Examples:

• Pickup
• Excavator
• Roller
• Bulldozer
• Customer Equipment

Once assigned, the type controls:

• The custom fields that appear on the profile
• The forms that are mapped to that type
• The filtering options available on the Equipment Page and in forms

⚙️ How to Configure Equipment Types & Custom Fields

To create or manage equipment types:

1. Go to Settings → Customizations → Types
2. In the toggle at the top, switch from “Projects” to “Equipment”
3. You’ll now see a list of all current Equipment Types

To Add a New Type:

• Click the ➕ Add button
• Enter a name for the new type (e.g., Forklifts)

To Edit a Type:

• Click the ✏️ Pencil icon next to any existing type

🧩 Creating Custom Fields by Type

When editing a type:

1. You can define custom sections and fields that are unique to that type.
   • Examples: Engine size, GPS module ID, fuel type
2. These fields will only appear on equipment assigned to that type.

🔄 Changing the type on an equipment profile will dynamically update which custom fields are shown in the form.

🧾 Form Mapping by Type

You can pre-map specific forms to equipment types. This makes common forms like inspections or maintenance logs easy to launch from the equipment profile.

To map a form:

• While editing the equipment type, scroll to the form mapping section
• Select one or more forms (e.g., Monthly Inspection)
• Once saved, these forms will appear:
  • In the form launcher icon on equipment profiles (both web and mobile)
  • As suggested forms when scanning the equipment’s QR code

Form Behavior

• Any custom fields on the equipment profile can be mapped into the form
• This ensures consistency between equipment records and form entries

🔍 Benefits of Using Types

• Cleaner data: Only relevant fields show up per type
• Faster form filling: Pre-mapped forms appear instantly
• Improved organization: Easier to search, filter, and report by category
• Automation readiness: Workflow steps like “Update Equipment” and “Update Cost” can use equipment type filters