Creating equipment
Equipment records are used to create Tractors and Trailers within Pegasys. This module is used by companies that have their own assets or are required to keep track of third party equipment. There are many ways to enter equipment in Pegasys throughout the application to keep you in flow.
From the Equipment page
Click on Equipment on the top navigation bar to get to the Equipment page.
Click on the Create button in the top right corner.
Select Customer at the top of the form.
Fill in the equipment form.
Click Create.
From the top navigation bar
Click the + button on the top navigation bar from anywhere within the application.
Select Equipment at the top of the form.
Fill in the equipment form.
Click Create.
From an Equipment dropdown
Equipment dropdowns appear throughout the application. For example, when you are adding a tractor or trailer to a Dispatch record. You can quickly create equipment on the fly without breaking your flow.
Click the + button beside the equipment dropdown.
Fill in the equipment form.
Click Create.
You will be returned to your form with the new customer preselected.
Your new equipment record will be accessible throughout the application and appear under your Equipment List on the Equipment page. If you are dealing with owner operators then do not forget to checkout our article on how to associate an Owner Operator to an Equipment record.
Equipment Fields
Unit Number - The name that will be displayed throughout the application for your equipment record.
Type - Tractor, Trailer, Other.
Make - The brand of the record.
Model - The model number of the record.
Model Year - The year that the model was released.
VIN - The unique identifier for the record.
Equipment Type - Dropdown of company defined equipment types.
License Number - The number associated to the model for licensing purposes.
License State - The Province/State the vehicle was licensed.
Weight - Capacity, Gross, Tare in kgs/lbs.
Dimensions - Length, Width, Height in ft/inches.
IFTA Decal Number - IFTA spec number.
IFTA Decal Expiry - The date IFTA is scheduled expiration.
Owner Operator - The business record that is tied to this equipment record.
From the Equipment page
Click on Equipment on the top navigation bar to get to the Equipment page.
Click on the Create button in the top right corner.
Select Customer at the top of the form.
Fill in the equipment form.
Click Create.
From the top navigation bar
Click the + button on the top navigation bar from anywhere within the application.
Select Equipment at the top of the form.
Fill in the equipment form.
Click Create.
From an Equipment dropdown
Equipment dropdowns appear throughout the application. For example, when you are adding a tractor or trailer to a Dispatch record. You can quickly create equipment on the fly without breaking your flow.
Click the + button beside the equipment dropdown.
Fill in the equipment form.
Click Create.
You will be returned to your form with the new customer preselected.
Your new equipment record will be accessible throughout the application and appear under your Equipment List on the Equipment page. If you are dealing with owner operators then do not forget to checkout our article on how to associate an Owner Operator to an Equipment record.
Equipment Fields
Unit Number - The name that will be displayed throughout the application for your equipment record.
Type - Tractor, Trailer, Other.
Make - The brand of the record.
Model - The model number of the record.
Model Year - The year that the model was released.
VIN - The unique identifier for the record.
Equipment Type - Dropdown of company defined equipment types.
License Number - The number associated to the model for licensing purposes.
License State - The Province/State the vehicle was licensed.
Weight - Capacity, Gross, Tare in kgs/lbs.
Dimensions - Length, Width, Height in ft/inches.
IFTA Decal Number - IFTA spec number.
IFTA Decal Expiry - The date IFTA is scheduled expiration.
Owner Operator - The business record that is tied to this equipment record.
Updated on: 01/31/2021
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