Add Equipment Into Retti
Create equipment records that can be assigned to tasks and shown in Workload.
Use this when
- You want to schedule equipment alongside people
- You need to track where a specific asset is assigned
- You want equipment to be available for default crew setup or task-level assignment
Quick answer
Each piece of equipment is tracked as its own record.
Example:
- Pump 1
- Pump 2
- Laser 1
Do not treat equipment as a quantity bucket if you need to schedule specific assets.
Step-by-step
- Go to Resources
- Open Equipment
- Click Add Resource
- Enter the equipment details:
- Equipment Name
- Specialties, if used
- Default foreman, if needed
- Internal ID, if used
- Division, if your company uses divisions
- Save the equipment record
Important rules
- Equipment is scheduled as its own resource type
- Equipment can be assigned to tasks alongside crew
- Equipment can be added to a default crew
- Equipment does not auto-add an operator or person
- Each equipment item is tracked individually
Common mistakes
- Creating one record for many physical assets
- Expecting equipment to send text or push notifications
- Assuming equipment will auto-link to a person
What to do next
After the equipment record is created, add it to a default crew if needed or assign it directly on a task.