The Equipment page is your starting point for loading information about the equipment and supplies you would like to track usage for and/or invoice Clients for. Adding and tracking equipment and supplies used means Job costing and reporting from Tātou can be even more accurate for your organisational needs.
Tātou Terminology Review:
Equipment = Can be equipment OR materials used and tracked (i.e. Tractors, ATVs, twist ties, posts, etc.)
Expenses = The cost of equipment and/or materials used in a Job, which is found in the Costs section of the Job Summary
Default Rate = For Equipment and Material the rate that it costs your organisation
Default Sales Rate = The hourly or unit rate charged for the equipment or materials when invoicing
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Pro Tip - use the 
icon to add or remove columns from view on this page
Key Features:
Track Equipment and Material Use: Once items have been added to Tātou they can be added to Jobs either in the Office App or Field App.
Set Rates: Whether tracking for internal costs, or invoicing of Clients, a Default Rate and/or Default Sales rate can be attributed to equipment and materials, but better operational cost tracking
Invoicing: For users creating invoices, any equipment tracked on Jobs will be added as a separate line when generating invoice lines to create clear itemised invoices for your Clients.
Adding Equipment: Adding new equipment or supplies can be done individually using the “+ New” button →
← or by bulk import.Bulk Import Equipment Information: Using templates provided, or an Equipment Export, Office users can click the “Import” button →
← to add new information or update existing information about Tasks:
When Bulk Importing Task Information you can either “SKIP EXISTING ROWS” or “UPDATE EXISTING ROWS” depending on what information you are uploading.
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