Dispatch equipment settings | FieldCamp

Use Equipment under Settings > Jobs & Scheduling to maintain aggregate equipment resources used in dispatch planning. Each record identifies a resource, its quantity, whether it can move between crews, and its saved handoff preferences.

This page is for shared dispatch resources such as trailers, lifts, or specialty tools. It is separate from customer-owned assets that your business inspects, repairs, or services.

Before you begin

The Equipment item appears in the Settings sidebar for Account Owners, Admins, Super Admins, and Dispatchers. If it is missing, confirm your access using Roles and permissions.

Before creating a record, decide:

• The name dispatchers will recognize.
• The positive whole-number quantity available to plan.
• Whether the resource can move between crews.
• Whether one or more categories will help organize it.
• Which handoff preference and buffer should be stored on the record.
• Whether the equipment should later be connected to a job type preset.

The FieldCamp settings overview explains where Equipment fits with the other Jobs & Scheduling settings.

Open Equipment settings

1. Open Settings.
2. Under Jobs & Scheduling, select Equipment.
3. Wait for the equipment table to load.

Understand the equipment table

The table includes these columns:

Additional table behavior:

• Select a row to open Edit Equipment.
• The page loads the first 30 records, then loads more as you scroll.
• The footer shows how many records are currently displayed out of the total.
• The select-all checkbox selects the records currently loaded into the table, not records that have not loaded yet.
• Delete (count) appears only after you select at least one row.
• When no records exist, the page shows No equipment yet and an Add Equipment action.

The table does not show Handoff Strategy, Handoff Buffer, Depot Location, or Requires Inspection?. Select a row and review those saved values in Edit Equipment.

Add equipment

1. Select Add Equipment.
2. Enter an Equipment title.
3. Add any useful categories.
4. Enter a Quantity.
5. Review the transfer, handoff, buffer, depot, and inspection fields.
6. Select Add Equipment in the modal.
7. Wait for Equipment created successfully! and confirm the record appears in the table.

While the record is saving, the form is disabled and the action reads Adding....

Complete field reference

Add and manage categories

Categories help dispatchers recognize related resources in the equipment list.

Select an existing category

1. Start typing in Add Category (optional).
2. Wait for matching categories to appear.
3. Select a category from the suggestions.
4. Repeat to add more categories.

The category appears as a chip. Select the X on a chip to remove it before saving.

Create a category while adding equipment

1. Type the new category name.
2. Press Enter.
3. Confirm that the new category appears as a chip.
4. Save the equipment record.

FieldCamp creates the new category when the equipment record is saved. Selecting a suggestion prevents the same category from being added twice, but manually entering a value does not perform the same duplicate check. Review the chips and remove duplicates before saving.

Configure a Depot handoff

Use these steps when the equipment should carry a saved depot address.

1. Set Handoff Strategy to Depot.
2. Start typing in Depot Location.
3. Select the correct result from the address suggestions.
4. Confirm the formatted address appears in the field.
5. Set the Handoff Buffer (minutes).
6. Save the equipment record.

Selecting an address result lets FieldCamp store its formatted address and location details. On a new record, merely typing an address without choosing a result sends no depot location.

Changing the handoff strategy away from Depot and updating the record clears the saved depot location.

Understand the handoff and inspection fields

Can move between crews?, Handoff Strategy, Handoff Buffer, and Requires Inspection? are saved on the equipment record. They describe the intended dispatch setup, but saving them does not itself:

• Schedule an equipment transfer.
• Create a depot visit.
• Calculate a halfway meeting point.
• Reserve time on a crew calendar.
• Create or enforce an inspection task.

Use these values consistently so administrators and dispatchers can interpret the record correctly. Confirm any operational handoff or inspection process separately.

Edit equipment

1. Select the equipment row.
2. Review the populated values in Edit Equipment.
3. Change the applicable fields.
4. Select Update Equipment.
5. Wait for Equipment updated successfully! and confirm the table reloads.

During the update, the action reads Updating.... The modal has a close X but no separate footer Cancel button.

Connect equipment to a job type preset

Create the equipment record before adding it to a job type.

1. Open Settings > Jobs & Scheduling > Job Type Presets.
2. Add or edit a preset.
3. Use Add Equipment in the preset.
4. Select one or more equipment records.
5. Save the preset.

See Job Types and Templates for the complete preset workflow.

Delete equipment

1. Select one or more loaded rows using the table checkboxes.
2. Select Delete (count).
3. Review the deletion confirmation and its selected count, such as Delete 2 Equipment.
4. Confirm the deletion.
5. Wait for the list to reload and confirm the records are gone.

Troubleshooting

Equipment is missing from Settings

The sidebar item is shown to Account Owners, Admins, Super Admins, and Dispatchers. Confirm your current role and reload Settings after a role change.

Equipment title is required

Enter a name containing more than spaces. The form will not save an empty title.

Quantity is required

Enter a positive whole number. Avoid zero because the table and dispatch data do not represent zero consistently.

A category suggestion does not appear

Pause briefly after typing so the category search can run. You can type a new category and press Enter, but first check the existing chips to avoid duplicates.

The depot address was not saved

Edit the record, choose Depot, type the address, and select a result from the location suggestions. Plain text without a selected result does not include the location details FieldCamp needs.

Create or update failed

If you see Failed to create equipment. Please try again. or Failed to update equipment. Please try again., keep the form open, review the required fields, and try once more. If the list itself does not load or a bulk deletion appears to do nothing, reload the page before repeating the action.

An inspection was not created

Requires Inspection? stores a flag on the equipment record. It does not automatically create an inspection workflow or task.

Related articles

• AI Dispatcher inside FieldCamp — understand the Suite dispatch workspace that can consume equipment data
• Equipment data model — manage customer-owned assets that your team services, not shared dispatch resources