Field Promax

Equipment Catalog

Manage your equipment inventory with a searchable catalog. Add new equipment, track serial numbers and custom fields, organize by categories, and export your equipment list.

Before you start:

  • You must have an Administrator role to add or edit equipment.
  • If you plan to use custom fields, set up your equipment custom types first on the Default Fields tab.

How to Access

Navigate to Equipment from the main menu. The equipment list page displays all equipment in a searchable, sortable grid.

Equipment List Overview

The equipment page has three tabs:

  • Equipment — your main inventory of owned equipment and assets.
  • Rentable Equipment — equipment that is rented out or tracked by work order barcode.
  • Default Fields — custom field definitions that apply to all equipment records (maintenance fields and definition fields).

Each tab displays a grid with columns for Display Name, Equipment Number (serial number or UIN), and Description. Rentable equipment also shows the linked Order #.

Add New Equipment

  1. On the Equipment tab, click Create Equipment.
  2. In the equipment modal, enter the Display Name (for example, "HVAC Unit #12").
  3. Enter the Equipment Number — this can be a serial number, UIN, or any internal identifier.
  4. Add a Description to provide additional details about the equipment.
  5. Fill in any Custom Fields that have been configured for your company (for example, "Manufacturer", "Model", or "Purchase Date").
  6. Click Save.

Result: The new equipment appears in the equipment grid. You can now attach it to work orders and track its service history.

Edit Equipment

  1. Locate the equipment in the grid by scrolling or using the search bar.
  2. Double-click the equipment row, or right-click and select Edit from the context menu.
  3. Update any fields in the equipment detail page.
  4. Click Save to apply your changes.

Copy Equipment

To create a similar equipment record quickly:

  1. Right-click the equipment row and select Copy from the context menu.
  2. In the copy modal, adjust the Display Name and Equipment Number to be unique.
  3. Click Save to create the duplicate record.

Search and Filter

Use the search bar at the top of the equipment grid to filter by name, equipment number, or description. The grid updates in real time as you type, and pagination resets automatically. Click the X button to clear the search.

Configure Custom Fields

  1. Switch to the Default Fields tab.
  2. Click Add New to create a custom field.
  3. Enter a Title for the field (for example, "Warranty Expiration").
  4. Set the Field Type and optional Default Value.
  5. Click Save. The field now appears on all equipment records.
  6. Drag and drop fields to reorder them as needed.

Tip: Use the Export to Excel button to download your entire equipment list as a spreadsheet for offline reference or reporting.

Delete Equipment

  1. Right-click the equipment row and select Delete from the context menu.
  2. Confirm the deletion when prompted. This action cannot be undone.

Next Steps