5.17.00 Equipment Assemblies

An Equipment Assembly is a stored Equipment entry including Equipment and Labor rates and payroll information and can contain multiple line items or a single item.  Equipment Assemblies are stored in the database and are available for use in any Bid in that database.  Using Equipment Assemblies can save you time when creating Bids.

Creating an Equipment Assembly From Equipment Tab

• Click the Equip Tab
• Highlight each piece of equipment to include in the Equipment Assembly - to select multiple items, press <Ctrl> or <Shift> while making selections (If there are no equipment entries in the Bid, add them first, see Equip Tab for information on creating equipment records)
• Right-click anywhere on the Equip Tab and select New Equipment Assembly from the menu - the Equipment Assembly dialog opens

• Enter a name for the Assembly and an Owner (click the Lookup tool to select from a list)
• Click Close

Creating an Equipment Assembly From Master List

• Click Master > Equipment Assemblies - the Equipment Assemblies list opens
• Click New - a blank Equipment Assembly (Master) dialog opens

• Enter Name, Owner and then add Equipment components as required

• Click Close to save the Equipment Assembly

Inserting Equipment Assemblies into a Bid

• Click the Equip Tab
• Right-click and select Insert Equipment Assembly from the Context menu
• Click on the Assembly (or Assemblies) to add to the Bid
• Click Select

The Assembly or (Assemblies) are added to the Bid.

Other Assemblies