Inventory and equipment records
Record equipment identity, condition, purchase details and files.
An equipment record keeps location, handovers, maintenance, defects, custom fields and history together.
Quick steps
- Choose Add item, enter a name, and add a serial number, codes, category, location, tags or notes as needed.
- Open the record to edit details. In Files, use Photo or Document to add images, invoices or other documents; open or share a file from its menu.
- Use the record actions to move or archive equipment; return any active handover first.
Important: Archiving preserves history. Free allows 25 active inventory entries; existing records and all functions remain accessible.

Related help
Last reviewed: iOS · Android
