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Equipment Management

The Equipment Management page helps you build and manage the master list of all security products, cameras, cables, installation materials, and other equipment you use across your projects. The data saved here allows you to quickly fetch item prices and structure accurate job details on your client documents.

How to Open Equipment Management

Section titled “How to Open Equipment Management”

Follow these simple directions to find your equipment screen based on your current device:

  1. Click on Equipment from the main left sidebar navigation list.

Exploring the Equipment Dashboard

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The equipment view lists all your items along with their categories and prices. You can manage your list using these simple tools:

1. Hide Vendor Details Toggle

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  • Next to the add button at the top right, there is a small utility button showing an incognito (spy) icon.

  • When the button is not active: You can see the “Vendors” column for your main items. If you expand an item row, it will show you the vendor name, your dealer cost, your retail price, and the warranty rules.

  • When the button is active (Hide Vendor Details): It hides all vendor-related information. This completely hides the “Vendors” column from the main list, as well as the vendor column and the dealer price column from the inner pricing rows. This gives you a clean look that you can even safely view in front of your clients.

2. Searching and Filtering

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  • Search Box: Type into the large Search equipment by name… box to match parts instantly.

  • Category Filters: Click the funnel icon next to the search box to open a dropdown menu. From here, you can select specific hardware buckets like Camera, DVR/NVR, Storage, Network Devices, or Installation Hardware.

How to Add New Equipment

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To add a new item to your list:

Click the orange + Add Equipment button in the top-right corner.

The app will guide you through a simple 3-step setup form:

Step 1: Select or Create Item

Section titled “Step 1: Select or Create Item”

Choose how you want to add the product:

  • Select Existing Item: Use the search bar to find a product model that is already saved in the system.

  • Create New Item: Click this tab if you are adding a completely new product model that you haven’t used before.

  • Click the orange Next button to go to the next step.

Step 2: Choose Vendor

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Link your vendor details:

  • Click the dropdown box to choose the saved profile of the specific vendor who provides this product.

  • Click Next.

Step 3: Set Pricing & Warranty

Section titled “Step 3: Set Pricing & Warranty”

Enter your costs and coverage:

  • Dealer Price: Type in the amount you pay the vendor to buy the item.

  • Retail Price: Type in the final price you want to charge your clients on quotes

  • Warranty: Use the dropdown menu to select the warranty time for the product.

Click the orange Create button to finish and add the item to your list. You can click Cancel or Back at any time to close the form or change your choices.