---
title: "Workflow Steps Involving Equipment: Update Cost & Update Equipment"
url: "https://help.ontraccr.com/en/article/workflow-steps-involving-equipment-update-cost-update-equipment"
language: "en"
last_updated: "2025-06-08T19:42:07.870Z"
---

# Workflow Steps Involving Equipment: Update Cost & Update Equipment

## **🔁 Workflow Steps Involving Equipment: Update Cost & Update Equipment**  
 

## 📘 **Overview**

Ontraccr supports powerful workflow automation involving equipment, triggered by form submissions. Two key workflow blocks related to equipment are:

1.  **Update Cost**
2.  **Update Equipment**

These steps allow you to automatically adjust job costing or update equipment profiles based on form data—especially from Equipment Tables.

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## 🔧 **1\. Update Cost Workflow Ste**p

### 📌 Purpose:

Automatically **update job cost budgets or progress pages** based on equipment usage selected in a form.

### 🛠️ How It Works:

-   Form must include an **Equipment Table**
-   The **Update Cost** block:
    -   Pulls selected equipment from the table
    -   Calculates cost or billing impact
    -   Applies the updates to job costing modules (Budget or Progress page)

✅ This enables passive cost tracking without needing manual entries after form completion.

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## ⚙️ **How to Use It:**

1.  Add an **Equipment Table** to your form
2.  Build a workflow using the **Update Cost** step
3.  Configure it to reference:
    -   The relevant equipment table in the form
    -   The fields you want to update (e.g., budget categories)

🔄 Cost values are pulled from the cost code or equipment profile, depending on which has precedence (see earlier article on cost code logic).

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## 🔁 **2\. Update Equipment Workflow Step**

### 📌 Purpose:

Automatically update equipment **location or project** based on form submissions.

### 🛠️ How It Works:

-   The form must include an **Equipment Table** with a **To Location** column
-   The **Update Equipment** workflow block:
    -   Reads the new location/project value
    -   Updates the equipment profile accordingly

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## ⚙️ **How to Use It:**

1.  Include a **To Location** column in your Equipment Table
2.  Add a **Update Equipment** step in your workflow
3.  Configure the block to:
    -   Reference the correct equipment table
    -   Use the **To Location** value to update the profile

### 🔄 Effect:

The equipment’s project or physical location is updated **automatically** in Ontraccr after the form is submitted.

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## 🧠 **Use Case Example**

**Scenario**: A foreman submits a relocation form indicating that 2 compressors are being moved from Site A to Site B.

-   The form includes an equipment table with those compressors
-   The **To Location** column is filled out with "Site B"
-   The **Update Equipment** block moves those items in the database
-   A parallel **Update Cost** step logs their billing rate for the day

Result:

-   Accurate costing
-   Up-to-date equipment tracking
-   Zero manual data entry

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