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Create Equipment and Add It to a Payload in the TruckIT Portal

Learn how to create new equipment and use the equipment option when adding a payload to a project.

 

Use this article to create new equipment in the TruckIT Web Portal and use it when adding a payload to a project.

Equipment can be created from My Company and then used during payload setup. This helps your team connect the right equipment information to the payload before dispatching or managing project work.

Before you begin

Make sure you are logged in to the TruckIT Web Portal.

You may need permission to manage company equipment and project payloads. If you do not see My Company, Equipment, Create New Equipment, Projects and Sites, Add Payload, or Use Equipment, contact your company administrator or TruckIT Support.

Before creating equipment, confirm:

  • The equipment name
  • Your company’s naming format
  • The project where the equipment will be used
  • The payload you need to create
  • Whether the payload should use equipment

Create new equipment

1. Go to My Company.
 

 

2. Click Equipment.
 

 

3. Click Create New Equipment.
 

 

4. Click the Name field.
 
5. Enter the equipment information.
 

 

6. Click Save.

 

The equipment is now created and available to use in TruckIT.

Add equipment to a payload

After creating the equipment, add it to a project payload.

1. Go to Projects and Sites.
 

 

2. Select the project where you want to add the payload.
 
3. Click Add Payload.

 

4. Enable the Use Equipment toggle.
 

 

5. Continue creating the payload as usual.
 
 
6. Review the payload details.
 
7. Save the payload.

The payload is now created using the equipment option.

When to use equipment on a payload

Use equipment on a payload when the work requires equipment details to be connected to the project payload.

This may be helpful when:

  • A payload needs to be associated with a specific piece of equipment
  • Your team tracks work by equipment
  • Equipment is part of the project setup
  • Dispatchers or project teams need equipment visibility
  • Equipment should be tied to the payload before jobs are created

Best practices for equipment names

Use clear and consistent equipment names so users can find the right equipment later.

Recommended best practices:

  • Use the official equipment name or number.
  • Avoid duplicate equipment records.
  • Follow your company’s naming format.
  • Keep names short and easy to search.
  • Review the equipment list before creating a new item.
  • Confirm the equipment is correct before adding it to a payload.

For example, use a consistent format like Loader 12, Excavator 04, or Dozer 7, depending on how your company tracks equipment.

Review before saving the payload

Before saving the payload, confirm:

  • The correct project is selected
  • Use Equipment is enabled
  • The correct equipment information is included
  • The payload material is correct
  • Pickup and drop-off details are correct, if applicable
  • Truck type, unit of measure, and rate details are correct, if applicable
  • Any notes or custom fields are complete

This helps prevent setup errors before the payload is used for dispatching or job management.

Troubleshooting

I do not see Equipment under My Company

Your account may not have permission to manage equipment. Contact your company administrator or TruckIT Support.

I do not see Create New Equipment

You may not have permission to create equipment records. Contact your company administrator.

I created equipment, but I do not see it on the payload

Refresh the page and confirm the equipment was saved. Then return to Projects and Sites, click Add Payload, and make sure Use Equipment is enabled.

I do not see the Use Equipment toggle

Your account may not have access to this feature, or the payload workflow may not support equipment for your setup. Contact your company administrator or TruckIT Support.

I created duplicate equipment

Review the equipment records and keep the correct one. Archive or remove the duplicate if your permissions allow it.

Frequently asked questions

Where do I create equipment?

Go to My Company > Equipment, then click Create New Equipment.

What information do I need to create equipment?

At minimum, the current article shows that you need to enter the equipment Name and click Save.

Where do I use equipment on a payload?

Go to Projects and Sites, click Add Payload, and enable Use Equipment.

What happens after I enable Use Equipment?

Continue creating the payload as usual. The payload will use the equipment option as part of the payload setup.

Should I create equipment before adding the payload?

Yes. Create the equipment first from My Company > Equipment, then add the payload and enable Use Equipment.