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What you’ll do

Define the categories of equipment you run — Tri-Axle, Belly Dump, End Dump, Tractor-Trailer, etc. Capacity and unit of measure (UoM — tons, cubic yards, loads) is applied to the type, not the truck.

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Before you start

  • A list of every truck and trailer category you operate.
  • Standard capacity per type (e.g., 22 tons for a Tri-Axle).
  • The UoM you bill in for each type.
  • This page must be completed before Equipment.

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Walkthrough

1

Open Settings → Equipment Types

Click Create Equipment Type.
2

Name the type

Use the name dispatchers and drivers say out loud — Tri-Axle, Belly Dump, End Dump, Tag-Along, Pup, Quad. Avoid internal codes.
3

Set default capacity and UoM

Capacity is the standard load this type carries. UoM is what you bill in (tons, cubic yards, loads, hours). Material tracking and ticket totals depend on these values.
4

Repeat for every category

One row per category. Don’t create a type per truck — that’s what Equipment is for.

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Verify

Settings → Equipment Types lists each category once. Capacity and UoM are populated on every row.

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Common mistakes

Skipping types and going straight to equipment. Without a type, a truck has no capacity or UoM. Tickets won’t compute material totals, and exports to accounting drop quantity. Always set up types first.