---
title: "Equipment Types & Custom Fields"
url: "https://help.ontraccr.com/en/article/equipment-types-custom-fields"
language: "en"
last_updated: "2025-06-08T19:13:48.469Z"
---

# 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.

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## **🗂️ 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

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## **⚙️ 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

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## **🧩 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.

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## **🧾 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

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## **🔍 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

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