Equipment Management
This suite gives JRCO operations real-time visibility into every piece of heavy equipment — where it is, who has it, and what's coming next. There are four tools. Each has a distinct role in the workflow.
CatalogDefine classes
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FleetManage assets
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DispatchAssign to jobs
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MapSee it all
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Field AppFlag service
Dispatch Board
Assign physical assets to job scope demands and resolve conflicts.
The Dispatch Board is the primary assignment tool. When a project manager adds equipment to a job scope, that demand appears here as an open request. A dispatcher then reviews available assets and makes the assignment — or resolves any conflict.
Tabs
Unassigned
Open demands with no asset attached. Work from this list daily.
Assigned
Demands with a confirmed asset. Shows asset tag, job, and date range.
Resolved
Demands flagged as Sub-Rental, Escalated, or otherwise addressed without a direct assignment.
Making an Assignment
1
Click any demand in the Unassigned list on the left. The right panel loads the job details and available fleet.
2
Review the Available assets shown. Each card shows the asset tag, make/model, current status, and home branch. Availability is checked against the scope's exact start and end dates — no double-booking.
3
Click Assign on the asset you want. The demand moves to the Assigned tab instantly.
4
To undo, open the Assigned tab, find the demand, and click Unassign.
Conflict Resolution
When all assets of a required class are booked for the scope's dates, the demand shows No units available and a resolution panel appears. Choose one of five paths:
Reassign
Steal an asset from another job. The displaced job is automatically flagged, keeping the net conflict count visible. A justification note is required.
Sub-Rental
Log a rental vendor and estimated cost. The demand is badged Sub Rental and no internal asset is assigned. Cost flows to the job's ETC.
Shift Dates
Defer the scope start date to the earliest window where a unit is free. Requires PM acknowledgment.
Substitute Class
If the scope can tolerate a different equipment type, log a substitute class and reason.
Escalate
Kick the decision to ops leadership. Creates a visible item in the PM Command Center Action Queue with the reason and context attached.
Note: Sub-Rental and Escalated demands do not block the demand — they surface it for visibility. You can clear any resolution and re-open the demand at any time.
Job Details Panel
When a demand is selected, the right panel shows the job name, project manager, date range, and job location. A View Project link opens the full project detail page in a new tab.
Fleet Assets
All physical equipment instances — status, location, and history.
Fleet Assets is the master list of every individual piece of equipment JRCO owns. Each row is one physical unit: a specific crane, welder, generator, etc. This is where you log status changes when paper forms come in from the field.
Asset Status
Available
In Service
Down / Maint
Retired
Status transitions are append-only — every change is logged with who made it, when it happened in the field, and where the asset was. You cannot edit history; corrections are made by adding a new log entry.
Logging a Status Change
1
Click Log Status Change in the top-right, or click any asset row to open the side panel and log from there.
2
Type the Asset Tag (e.g. JRCO-CRN-001) or select from the autocomplete. The current status is read automatically.
3
Set the New Status. If logging in_service, a Job ID is required. If logging down_maintenance, a Down Reason is required.
4
Set the Event Occurred At date/time to match the paper form — this is when the change happened in the field, not when you're transcribing it.
5
Add the Source Doc Ref (paper form ID) for traceability, then click Submit.
Asset Detail Side Panel
Clicking any asset row opens a side panel showing:
Identity
Tag, make, model, serial number, year, home branch, and acquisition info.
Location
Current location (job site when in service, home location when available), and upcoming next job.
Schedule
Timeline chips showing all upcoming scope assignments for this asset.
Status Log
Last 50 log entries with timestamps, who submitted, and source doc references.
Filters & Search
Use the filter bar to narrow by Status, Home Branch, and Equipment Class. The search box matches asset tag, serial number, make, and model.
Seed Data: The Clear Seed Data button removes all test assets tagged JRCO-*. Use this after testing to keep the fleet list clean.
Equipment Catalog
Equipment classes (types) and the assets that belong to each one.
The catalog is a two-level hierarchy. A class is the template — "Crane", "Hot Air Welder", "Generator". An asset is a physical instance of that class — the specific crane with tag JRCO-CRN-001. Class-level specs (capacity, certifications, transport requirements) are defaults inherited by every asset of that class.
Adding a New Equipment Class
1
Fill in Name and Category in the top form. These are required.
2
Optionally add a Daily Rate (internal chargeback) and Notes.
3
Click + Add Class. The new class appears in its category section immediately.
Adding an Asset to a Class
1
Expand a class card by clicking the row. The asset roster appears below the class specs.
2
Click + Add Asset inside the expanded card to open the asset creation modal.
3
Fill in the asset tag (must be unique), make/model, serial number, year, home branch, and Home Location (full address — it will be geocoded to lat/lon automatically).
4
Click Create Asset. The asset appears in the roster with status Available.
Editing an Asset
Click any asset row in the roster to expand an inline edit form. You can update make, model, serial number, home branch, home location, and notes. Status is never editable here — use Log Status Change instead.
Class Specifications
Each category has relevant spec fields that appear when a class is expanded. These are class-level defaults (e.g. a crane class might specify 50T capacity and NCCCO certification). Individual assets can override specs if needed.
Search & Filter
Use the search bar below the Add Class form to find classes by name, category, or notes. The category dropdown filters to a single equipment group. The result count updates live.
Tip: Home Location addresses are automatically geocoded when you save. This powers the Asset Map — make sure addresses are complete (street, city, state) for accurate pin placement.
Asset Map
Live fleet locations and full-year asset path visualization. Desktop only.
The Asset Map plots every asset and active project on an interactive map. Assets show at their current location — on the job site when in service, at their home yard when available. Active projects show where crews are working right now.
Desktop Only: The map is not available on phones. Open it on a desktop or tablet.
Fleet Overview
The stats panel in the top-right shows a live count of assets by status. The sidebar on the left has filters and controls.
Filters
Status Filter
Show all statuses or narrow to Available, In Service, Down, or Retired.
Class Filter
Show only a specific equipment class (e.g. Cranes only).
Layers
Toggle the Assets layer and/or the Active Projects layer on and off.
Basemaps
Use the Satellite and Hybrid buttons in the header to switch between street map, satellite imagery, and hybrid (satellite with labels).
Asset Path Visualization
Select any asset from the Asset Path dropdown in the sidebar to see its full-year travel schedule. The map animates the path stop-by-stop — dropping numbered pins at each job site and drawing a curved arc between each leg of the journey.
1
Choose an asset from the Select an asset… dropdown in the sidebar.
2
The map fits to the asset's full schedule and begins animating: pin 1 drops first, then the arc draws to pin 2, and so on.
3
The path timeline panel in the bottom-right lists each stop with job name, location, and dates.
4
Select a different asset to instantly clear and re-animate a new path. Click ✕ Clear Path to return to the full fleet view.
Arc Colors
Home
Past
Current
Future
Data Cache
Map data is cached in your browser for 6 hours to keep the page fast. If you need to see changes made in the last few minutes, click ↺ Refresh in the header to bust the cache and reload everything from the database.
05
JRCO Field Mobile App
Field Service Request
Flag equipment for service directly from the job site — no radio, no admin, no delay.
When a foreman or field manager identifies a service need on a piece of equipment assigned to their job, they can flag it directly from the JRCO Field mobile app. Submitting a request immediately transitions the asset's status to In Service and queues a dispatcher alert in the PM Command Center — no phone call or office visit required.
How It Works
1
Open the job in the JRCO Field mobile app and tap the Project tab at the bottom of the screen.
2
Scroll down to the Equipment on Job section. Each assigned asset is listed with its catalog name, asset tag, and current status.
3
Find the piece of equipment that needs service and tap ⚑ Request Service on its card.
4
Describe the service need in the text box — be specific (e.g. "hydraulic line leaking at base of boom", "tracks slipping on right side"). This note is attached to the dispatcher alert. The description is required.
5
Tap Submit Request. The asset status changes to In Service immediately — the equipment card updates to show the blue On Job pill and a ⚑ Service Requested banner with the time of submission.
What Happens in the Background
Status Change
A new row is appended to tbl_asset_status_log with to_status = in_service. The database trigger fires instantly and updates tbl_assets.current_status — no manual step required.
Dispatcher Alert
A yellow alert is created in the PM Command Center Action Queue with the asset tag, job, service description, and who reported it. The dispatcher sees it on their next queue review.
SITREP Context
If the field manager generates a daily SITREP before leaving the site, the service flag is automatically included in the Equipment section of that report.
Permanent transition: The status change is append-only — it cannot be reversed from the mobile app. If the asset needs to be returned to
Available or flagged
Down / Maintenance, use
Fleet Assets → Log Status Change.
Who Can Use This
Any field manager, foreman, or superintendent who has access to the JRCO Field app and is viewing a job with assigned equipment. The request is logged under their identity and the job code — both are visible to the dispatcher in the alert.
Tip: The ⚑ Request Service button only appears on equipment cards that have a physical asset assigned (asset tag visible). If a card shows "Unassigned," the equipment class is on the schedule but no specific unit has been dispatched yet — contact dispatch to get a unit assigned first.
Rental Equipment Tracker
Track every vendor rental — weekly cost, return dates, and projected cost exposure — in one live table.
When JRCO needs equipment that isn't available in the owned fleet, it rents from outside vendors (Sunbelt, Foley, Wagner CAT, etc.). The Rental Tracker is the single source of truth for those rentals: what's out, who ordered it, what it costs per week, when it's due back, and how much has been spent to date.
The Table
Each row is one rental unit. Columns match the existing rental spreadsheet format:
Branch · Vendor · Ordered By · PM
Who ordered it, which vendor, which branch, and the PM responsible for the job it's on.
Job # · Job Name · Equipment
The job and scope the rental is serving (optional — rentals can also be logged without a linked job).
$/Wk · Start · Est. Return · Actual Return
Weekly rate and key dates. Actual Return is blank until you mark the unit returned.
Three columns are calculated automatically from the dates and rate — you never enter them manually:
#
# Weeks — weeks elapsed since start date (uses actual return date if returned, otherwise today).
$
Cost to Date — weeks elapsed × weekly rate.
$
Projected Cost — full rental period (start → estimated return) × weekly rate. This is your maximum exposure.
Row Colors
Red — Overdue
Est. return date has passed and no actual return has been logged. Equipment may still be on site incurring cost.
Amber — Due Soon
Return date is within 7 days. Time to confirm return logistics with the vendor and job site.
Muted — Returned
Actual return date has been recorded. Row fades to indicate the rental is closed.
Adding a Rental Manually
1
Click + Add Rental in the header.
2
Select the Vendor from the dropdown (all active vendors are listed). If the vendor isn't listed, open Vendors first and add it.
3
Fill in Branch, Equipment Description, Ordered By, weekly cost, start date, and estimated return date. Job and Scope are optional but recommended for cost tracking.
4
Click Save Rental. The row appears in the table immediately and KPIs update.
Marking a Rental as Returned
1
Find the rental row in the table.
2
Click Return in the Actions column.
3
Confirm or adjust the actual return date in the modal and click Confirm Return. The row turns muted and Cost to Date freezes at the actual return date.
Importing from a Spreadsheet (CSV)
Use this once to migrate your existing rental history into the system.
1
Export your rental spreadsheet as a .csv file. Column headers must include (spelling flexible): Sector, Rental Company, Ordered By, PM, Job #, Job Name, Unit Cost per week, Equipment Description, Start Date, Estimated Return, Actual Return.
2
Click Import CSV in the header, then drag-and-drop the file onto the drop zone (or click to browse).
3
Review the preview table. Rows with amber text have warnings (e.g., unknown vendor name or unparseable date). Valid row count is shown in the summary line.
4
Click Import X Valid Rows. Any vendor names not already in your list are created automatically. Run the import again for a second spreadsheet — it appends.
No deduplication: The import does not check for duplicate rows. Review the preview carefully before confirming, especially if you're running the same file twice.
Managing the Vendor List
Click Vendors in the header to open the vendor panel. You can:
+
Type a name in the New vendor name box and click Add Vendor to add a new vendor. It becomes available immediately in the Add Rental dropdown.
—
Click Deactivate next to any vendor to hide it from dropdowns. Existing rental records are unaffected. Click Reactivate to bring it back.
Sub-Rentals from the Dispatch Board
When a demand on the Dispatch Board has no available fleet assets, you can resolve it by clicking Mark as Sub-Rental in the Conflict Resolution panel. This now opens an inline form where you enter vendor, ordered by, weekly cost, and est. return date. On confirm:
1
A rental record is created in the Rental Tracker automatically — linked to that demand and scope.
2
The demand is badged Sub Rental on the Dispatch Board. No fleet asset is consumed.
3
The rental appears on the Rental Tracker with full cost visibility alongside all other rentals.
KPI Summary Strip
The five tiles at the top of the page update whenever you apply filters, giving you a snapshot of your current view:
Active Rentals
Count of open rentals (not yet returned) matching current filters.
Overdue
Rentals past their estimated return date with no actual return logged.
Due ≤ 7 Days
Active rentals whose return date is within one week.
Weekly Spend
Sum of weekly rates across all active rentals in current filter view.
Total Projected Cost
Sum of projected total cost (start → est. return) for all active rentals in view.
Quick Reference
Common tasks and where to find them.
"A crane just broke down — log it." →
Fleet Assets → Log Status Change → Down / Maintenance
"We bought a new welder — add it." →
Equipment Catalog → expand the Welder class → + Add Asset
"No crane is available for KC26-307 — what now?" →
Dispatch Board → select the demand → Conflict Resolution panel
"Show me crane 1234's schedule for the year." →
Asset Map → Asset Path dropdown → select the asset
"Equipment on a job needs service — flag it from the field." → JRCO Field App → Project tab → Equipment on Job → ⚑ Request Service
"A service request was submitted from the field — now what?" →
PM Command Center → Action Queue → yellow equipment alert →
Fleet Assets → Log Status Change to resolve
"We're renting a boom lift from Sunbelt — track it." →
Rental Tracker → + Add Rental
"A rented unit is overdue — where is it?" →
Rental Tracker → filter Status = Overdue → check the row → click Return when it comes back
"Import two years of rental history from a spreadsheet." →
Rental Tracker → Import CSV → upload file → review preview → confirm
"No owned crane is available — what's the sub-rental cost?" →
Dispatch Board → select demand → Mark as Sub-Rental → enter vendor + $/wk → confirms automatically in Rental Tracker
"What is our total active rental spend this week?" →
Rental Tracker → KPI strip →
Weekly Spend tile
"Add a new vendor we're renting from." →
Vendor Management → + Add Vendor → fill name, phone, contact, health score
The Vendor Management page replaces the old in-modal vendor list with a full directory of every rental vendor JRCO works with. Each vendor card shows current rental exposure (units out and weekly spend) at a glance.
Vendor Card Fields
| Field | Purpose |
|---|
| Name | Vendor company name — used in the Rental Tracker and Dispatch Board vendor pickers |
| Address | Physical location — for pickup coordination and logistics |
| Phone | Direct call link — tap on mobile to dial |
| Chief Contact | Name or email of the primary rep at the vendor |
| Health Score | Good = preferred vendor, reliable delivery/pricing. Neutral = adequate, no major issues. Low = watch list — delivery problems, pricing disputes, or service failures. |
| Notes | Contract terms, preferred contact hours, known issues, account numbers |
KPI Strip
- Total Vendors — count of active vendors in the directory
- Good / Neutral / Low — breakdown by health score for quick vendor health overview
- Active Rentals — total number of currently active rental records across all vendors
Rental Pill on Cards
Each vendor card shows a live rental pill (amber) with the count of units currently out on rent and the total weekly spend for that vendor — e.g., 6 units out · $9,500/wk. Click View Rentals ↗ to jump to the Rental Tracker pre-filtered for that vendor.
Adding & Editing Vendors
1
Click + Add Vendor in the top right to open the vendor form.
2
Fill in name (required), address, phone, chief contact, and select a health score by clicking one of the three tiles.
3
Click Edit on any card to update vendor details. Health score can be toggled off by clicking the selected score again.
4
Use Deactivate to hide a vendor from pickers without deleting history. Reactivate at any time.
Quick Reference
"Flag a vendor as unreliable." → Edit vendor → Health Score → select Low
"See all current rentals from a specific vendor." → Vendor card → rental pill → View Rentals ↗
"Stop using a vendor." → Vendor card → Deactivate (preserves all rental history)
