In this article, you will learn how to create a basic equipment-only project.
An equipment-only project (also known as a dry-hire project) is a project where equipment is rented out without including any personnel or services, so there is no crew scheduling involved.
Step-by-step guide
For a more in-depth explanation, scroll down.
- Add a new project
- Set up time schedule of your project
- Set up equipment groups
- Plan equipment on a project
- Reserve equipment on a project
- Create a quotation or a contract
How to create an equipment-only project, in-depth
The first thing to do is to add a new project. You can only save a project once you set up the time schedule of your project. Once you've configured the timings for your project, you can save it.
Set up equipment groups to have a structured way to manage your project's equipment.
Now you can plan equipment on a project. To give priority to one project over the others, you can reserve equipment for your project.
Once you are done with planning, you can create a quotation or a contract and send it to your customer.