Introduction
The Equipment Status feature allows users to define custom labels (e.g., Maintenance, Active, Shop) and assign a color to each status. These statuses appear as colored dots next to equipment on the map, providing an at-a-glance view of the equipment’s current state.
This tool is especially popular with Off-Road customers who want more visibility into equipment availability and location-based usage. When combined with geo-zones, statuses can update automatically based on equipment location—helping users streamline operations without constant manual updates.
Navigation:
To access this feature:
Go to:
Manage > Equipment > Add/Edit Equipment Statuses
Fleet > Equipment > Equipment Status and Notes Report
Fleet > Equipment > Equipment Status History
How to Add a New Equipment Status
Click Add New Equipment Status at the top of the page.
A pop-out window will appear with two fields:
Status Name: Enter the custom name (e.g., Maintenance or Available).
Status Color: Select a color to represent this status (this color will display as a dot).
Click Save to apply.
Once saved, this status becomes available for use in projects, and equipment.
How to Edit or Delete an Equipment Status
Click Edit to update the name or color of an existing status.
Click Delete to permanently remove the status from the list.
How to Remove a Status from a Piece of Equipment
If you want to remove a status that’s currently assigned to equipment:
Navigate to Manage > Equipment > Add/Edit Equipment.
Search for the equipment number and click the Edit button in the Action column.
In the Edit Equipment window, scroll down to the Cust Status field (located directly above Equipment Status).
Click the dropdown and select -None-.
Click Save to apply the change.
This removes the status from the individual piece of equipment, but does not delete the status from your system.
Ways to Apply Equipment Status
Equipment status can be applied manually or automatically, depending on your workflow.
Manual Options
Add/Edit Equipment Page
Assign a status by editing the equipment record. In the Cust Status dropdown, select a status or choose -None- to clear it.During Equipment Setup
A status can be selected when initially adding new equipment to the system.Map View (Right-Click Menu)
From the Map, locate the equipment and right-click on it to open the status menu:View the Current Status (if assigned).
Enable Lock Equipment Status to prevent auto-updates from project geo-zones.
Select from the list of all available custom statuses to manually assign a new one.
Right-clicking from the map is a quick and convenient way to view or update a unit’s status without navigating away.
Automatic Options
Geo-zone-Linked Projects
Statuses can be tied to specific Projects and their geozones. When equipment enters a geo-zone with a default status, the system will automatically apply that status unless the equipment has Lock Equipment Status enabled.
Example: A geo-zone around your maintenance yard may apply a “Maintenance” status (with a blue dot). Any unit entering that zone will adopt that status unless locked.
Viewing Status Reports
Equipment Status and Notes Report
Displays the current custom status and equipment notes.
The Note field is populated from the Edit Equipment screen.
Includes data like Equipment Type, Status, Asset Type, and Project.
Equipment Status History Report
Tracks all changes to equipment custom statuses.
Shows who made the change, the old and new values, and the timestamp.
Filter by date range, equipment, and status.