Setting up the catalog
Applies to version 26.99.5
Define each tool or machine once, with its rates and tracking mode, and reuse it across every project.
Item details
- Name, code and category (categories are colour-coded and re-orderable).
- Tracking mode — bulk pool or serialized units.
- Rate matrix — per hour, day, week, month or year, with a default billing unit.
- Deposit and a cover photo.
Status lifecycle
| Status | Meaning |
|---|---|
| Available | Bookable as normal. |
| Maintenance | Hidden from availability; no new bookings. |
| Retired | Archived for reference. |
Tip
Serialized units let you track each physical asset's own status and booking history — useful for valuable, individually-numbered kit.