---
title: "How to Add Equipment Manually"
url: "https://help.ontraccr.com/en/article/how-to-add-equipment-manually"
language: "en"
last_updated: "2025-06-08T19:10:15.872Z"
---

# How to Add Equipment Manually

## **➕ Adding Equipment Manually**  
 

## 📘 **Overview**

Ontraccr allows you to manually add new equipment one at a time through a user-friendly slider. This method is ideal for adding a few pieces of equipment without needing to bulk upload.

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## **🚀 How to Add Equipment Manually**

To get started:

1.  Navigate to the **Equipment Page** from the left-hand menu.
2.  Click the **➕ Add** button at the top.
3.  The **equipment creation slider** will appear.

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## **🧾 Fields in the Equipment Form**

The slider contains multiple fields. Some are **mandatory**, while others are optional:

### ✅ **Mandatory Fields**

| Field | Description |
| --- | --- |
| **Name** | The name of the equipment (e.g., *Ford F150*). |
| **Division** | If multiple divisions exist in your account, you must select at least one. Otherwise, the equipment will be added to the default division. |
| **Status** | Choose from predefined or custom statuses (e.g., *Active*, *Needs Repair*). |

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### 🆗 **Optional Fields**

| Field | Description |
| --- | --- |
| **ID** | Unique identifier for the equipment. Often used in QR codes. |
| **Type** | Categorize equipment into types like *Excavator*, *Pickup*, or *Customer Equipment*. |
| **Custom Fields** | Custom data fields appear based on the selected equipment type. |
| **Projects** | Assign to specific projects. Required if **global selection** is disabled. |
| **Labels** | Tags like *Conveyor*, *Trencher*, or *Roller* to further classify equipment. |
| **Assigned User** | Person responsible for the equipment. |
| **Cost Code** | Link to job costing categories (e.g., *Bulldozing*). |
| **Picture** | Upload an image of the equipment. |
| **QR Code Value** | Input any value to generate a QR/barcode. Usually mirrors the ID. |
| **QR Code Format** | Choose from QR Code, Code 128, Code 39, EAN13, EAN8, UPCE, or ITF14. |
| **Hourly/Daily Cost** | Internal cost to operate equipment. |
| **Hourly/Daily Billing Rate** | External rate charged to customers. |
| **Buckets** | Tag equipment to a specific **location** or separate database. |
| **Files** | Upload operating manuals, safety docs, or inspection checklists. |

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## **🧠 Tips and Behaviors**

-   **Type & Custom Fields**: Selecting a type like *Excavator* may expose additional custom fields pre-configured for that type.
-   **Forms Mapping**: Some types can have default forms (e.g., *Inspection Forms*) hard-mapped for quick launch later.
-   **Status Customization**: New statuses can be added from **Settings → Labels & Statuses → Equipment Statuses**.
-   **Label Use**: Helpful for further grouping equipment beyond the type (e.g., *Customer Equipment → Conveyor*).
-   **Cost Code Inheritance**:
    -   If both cost code and equipment have rates, **cost code takes precedence**.
    -   If only equipment has rates, those are used.
    -   If only cost code has rates, those are used for all linked equipment.

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## **📥 Submitting the Form**

Once you’ve completed the form:

1.  Review all filled fields.
2.  Click **Submit**.
3.  The equipment will now appear in the Equipment Page.

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## **🧹 Editing Later**

-   You can always **edit** an existing equipment entry by clicking it in the list or card view and hitting **Edit**.
-   All the same fields will be available.

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## **🔒 Deleting Equipment**

1.  **Archive First**: Equipment must be archived before deletion.
2.  Go to the red filter icon → switch to Archived view.
3.  Find the equipment and click the **Delete** icon.

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