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December 5, 2024

Introducing quick add equipment: flexibility and speed in the field

4 minute read

Simplify your equipment management

You asked; we heard you. Numerous Hydro users have requested a simpler way to log drying equipment on the job and for more variety in equipment types. That鈥檚 why we鈥檙e excited to announce the launch of Quick Add Equipment - designed to streamline equipment management and help you stay nimble in the field.

What鈥檚 new?

Lightning fast equipment placement
Field technicians can now add unregistered equipment to the job, instead of pulling from an inventory that鈥檚 managed back at the office by admin staff. No checking for unit availability, no assigning asset numbers, and no extra clicks. Quick Add makes your equipment log uncomplicated.

More equipment types
You can now place more equipment types like heaters, dryers, and anything else that you want to capture in your equipment log.

Why is this important?

When you're in the field, time is everything. Every minute spent trying to figure out how to register new equipment is a minute you could have spent focusing on the job at hand. 

If you鈥檙e onsite with a piece of equipment that鈥檚 not yet registered in your organization鈥檚 account, you no longer have to pause the workflow to figure out how to add it to the system. Simply place some generic units on the job and carry on.

With support for all equipment types, you can now create a more comprehensive equipment log for each job. Never miss an important item again!

quick-add-equipment

 

How does it work?

Quick Add is dead easy. Just pick your equipment type and place units in bulk. Click through this interactive demo to see it in action:

 

How do I turn this on for my org?

You can toggle this feature on in your org settings under the Equipment tab. Here you鈥檒l see options for Quick Add and Inventory.

If you鈥檝e been using Hydro for a while, you鈥檙e probably already familiar with the Inventory method of equipment tracking. With this method, each unit is assigned a model and asset ID for tracking across claims. You can keep this feature enabled in addition to Quick Add if you like, though we recommend choosing just one method of equipment management for your sanity.

If you just want simple, no-frills equipment management for your field teams, you can disable your inventory and switch to Quick Add only. Going forward, your field staff will not be prompted to select equipment from your inventory list by brand, model, and asset number.

This change will not impact any previous or in-progress jobs. In other words, if you have inventory on jobs already, those units will not be removed from the job or deleted from your inventory when you toggle it off. If you re-enable Inventory at some point down the road, your equipment list will come right back as it was.

*Note that both methods of equipment placement will work with our equipment calculator. You鈥檒l still be able to enter pint capacity for dehu鈥檚 added via Quick Add.

equipment-settings-toggle

 

I need help rolling this out to my team!

Share with them to train them up on the new process. They'll get the hang of it after doing it once or twice!

As always, if you have any questions for us, feel free to reach out to your customer success manager or to our support team at support@encircleapp.com.

91看片 Launches Quick Add Equipment

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