Table Type: Equipment – Filter by Type, Log Hours, and Preload from Forms

📄 Table Type: Equipment – Filter by Type, Log Usage, and Preload From Forms
 

The Equipment Table in Ontraccr allows teams to track and report equipment usage on a job. It pulls from your equipment database, supports filtering by type, allows preload from past form submissions, and works seamlessly for dispatching, billing, and field tracking workflows.

🧰 What Is the Equipment Table?

This is a table field type that pulls from your company’s equipment list and displays key equipment data such as hours used, billing rates, and audit info. Users can add equipment manually or preload usage logs from previous forms.

🛠 How to Add an Equipment Table

1. In Step 2: Fields, add a new field
2. Set Field Type to Table
3. Choose Equipment from the Data Type dropdown
4. Select columns, filters, and preload options (see below)

📊 Available Columns

🔍 Equipment Type Filter

You can restrict what equipment shows up by type:

• Dropdown appears after choosing Equipment as the data type
• Select one or multiple types (e.g., Trucks, Cranes, Loaders)

🧠 Use Cases:

• Only allow selection of transportation equipment or customer equipment
• Create separate tables for operated vs. non-operated equipment

If no type is selected, all equipment will be shown by default.

➕ How to Add Equipment in the Form

1. Add New

• Allows user to add a blank row and fill in info manually

2. Add from Equipment List

• Browse and select from your equipment database

3. Add from Team

• Pull all equipment assigned to a team
• Ideal for supervisors managing consistent equipment groups

✅ Equipment can be assigned to teams in Team Settings

⚙️ Equipment Table Settings

⬇️ Preloading Equipment Entries

✅ Enable Preload Existing Entries

Pull equipment logs from past form submissions, not timecards.

Preload filters:

• Date range (e.g. last 7 days)
• Linked Date field (e.g. select “Job Date” in the form)
• Project (hard-coded or linked to a form field)
• Form Template (limit preload to entries from Daily Log or similar forms)

🧠 Use Case Examples

📌 Best Practices

• 🎯 Filter by equipment type to simplify selection for field staff
• 🔐 Use Hide Add from Team if only individual entries should be allowed
• 📋 Use Date Added / Updated to support audit or billing workflows