- Texada Knowledge Base
- Rental: WorkFlow
- Rental Asset Management for Cranes
-
Top Searched Articles
-
Release Notes
-
Support & Troubleshooting
-
Onboarding Programs
-
SRM Training Videos
-
Sales: Equipment CRM
-
Service: ServiceLink
-
Rental: SRM
-
Handle CRM
-
Rental: Analytics
-
Rental: GateWay
- Getting Started
- New Administration Panel
- Administration Panel
- Administration Panel - CMS
- Administration Panel - Products, Categories, and Attributes
- Administration Panel - Users
- Administration Panel - Requests
- Customer Access Portal
- Customer Access Portal - Rentals
- Customer Access Portal - Invoices
- eCommerce Websites
- eCommerce Websites - Ordering
- Integrations
-
Rental: Texada Mobile
-
Rental: Texada Pay
-
Rental: Texada Web
-
Rental: WorkFlow
-
Sales: Customer Order to Invoice
-
Sales: iMACS
-
Sales: iQuote
-
Service: Condition Monitoring Portal
-
Service: Equipment Monitoring Toolkit
-
Service: Parts & Service Quoter
-
Service: Service Agreement Quoting
-
Sales & Service: CloudLink
-
Sales & Service: Tools
Add Equipment
An overview of the Add Equipment window in Texada WorkFlow.
Introduction
When adding or editing an order line in Texada WorkFlow, you will have the opportunity to add equipment to that order line. This is done via the Add Equipment window. The following article provides an overview of this window.
Add Equipment
- Equipment Filters
Select or enter information into these fields to filter the equipment table (4) by the criteria entered. Click “Search” to apply the currently-selected filters. Click “Reset” to clear all filters and display all equipment. - Add Selected Button
Click to add the selected equipment to your order line and advance to the next screen. - Show Search Toggle
Click to show or hide the equipment filters (1). - Equipment Table
All of the pieces of equipment that match the current filters are listed here. - Select Equipment
Click the checkbox next to a piece of equipment to select it. You can then click the Add Selected button (2) to add it to the order line.