1. To Open Equipment and Tools Input Page - Click on Tab - (see image below)

1. Click ADD to open Input Dialog (see image below) 
   

2. Once you have several inputs - to navigate from input page to input page - Click on Buttons (First Page, Previous Page, Next Page, Last Page)
   

3. To View Input Page that is hidden - Use the Scroll Bars

1. Enter ID # - Enter ID # from Field Document and then Click on your TAB key and Item will appear next to Item Description (see image below) 
   

2. Identifier - You can create an identifier for this item if needed (Optional) 
   

3. Look Up ID # - Click to Open Price Data Table for this Category 
   

4. Add Equipment Note - User can add a note for this input - It will print on the Bill Page - Equipment Notes. 
   

5. Date - Enter the date shown on the Field Document. You can do one date or start date and end date 
   

6. Qty  - Enter the QTY as shown on Field Document 

1. You must set these up on the Project Settings
   

1. Tax Values MUST be set up on the Project Settings 
   
2. Input Item is Taxable - Check box to bill Tax (Even if this box is checked it will not bill a Tax if no values were entered in the Tax Setup 
   
3. Input Item is NOT Taxable  - Do Not Check the Box

1. Allocations - there are two options to entering Allocations -
   
2. Set up Allocation on the Project Settings Dialog - see Allocations Setup
   
3. Enter Directly from the Input Dialog - If you do this it will be saved in drop down and on Allocation Setup Table
   
4. To Learn More about Allocations - Go to Allocation Examples
   

If you are needing to Apply Equipment CAPS or Terms -  Note: Equipment Terms must be set up on the Equipment Price List - See Set Up Price List for Terms (Daily, Weekly and Monthly) 

Follow instructions below 

1. Include Item for BILLING CAPS (Retail or # Days)  - Check this box and Click ENTER then a Message will appear - Click YES on popup message 
   

2. Include Items for Equipment Terms (Weekly and Monthly) - Check this box and Click ENTER then a Message will appear - Click YES on popup message 

1. To Open Input Notepad - Click on the Button ADD NOTE (see image below)
   

2. Input Notes DO NOT print with bill - they are designed for internal use
   

3. To Print a Note, use toolbar located on the Bottom of Notepad see Notepad Print 

1. Once a Note is Entered for an Input - The Item on the Input Page will highlight Gray to indicate a NOTE exist
   

2. Notes are Stamped with Date and Name - Name is the same that you logged in with.
   

3. To Modify or Read an Existing Note - Click On Labor Item and Click Modify then Click on Edit Note on Dialog

1. Click on Item to Highlight - then Click Modify - Click Edit Note