Help Center›Assets & Materials
How do I use equipment catalog, maintenance, and history?
For office teams · Updated October 12, 2026
Use this when managing tools and durable equipment used on events.
Equipment catalog
Add equipment with a category, office, and storage location. Filter the list by status (Active, Out of service, Retired), category, or location, and search by name. Overdue and Due Soon chips flag equipment whose maintenance needs attention.
Maintenance reminders
- Open an equipment item and choose Add reminder.
- Set a title and a frequency, such as every 30 days, weeks, or months.
- When a reminder comes due, an equipment task is created automatically.
- Completing the task writes a History entry, and logging maintenance against the reminder completes the task.
Log maintenance
Use Log maintenance whenever service happens, even outside a reminder. Completed work stays in the History section, and the Documents section keeps related files with the equipment.
Status changes
Use Mark out of service when equipment cannot be used, Return to service once it is fixed, and Retire for assets you no longer run. Keep status current so teams do not plan around unavailable equipment.
Event usage
The Event usage section lists the events where the equipment was used, so operational history and Project Costing stay connected.