ComplyPro

Learn about Equipment on the Admin Console

Manage equipment & assets

Equipment management: An overview

Creating and managing equipment profiles

Create form shortcuts for equipment, ensuring your common forms are just a tap away.

Quick access: Admin setup guide

Bulk upload equipment & assets:

Finding, filtering, and managing your equipment list

Assigning equipment to QR codes

QR codes for equipment: Why they matter on site

Using limits & warnings or the equipment category question

How to set up equipment categories

Learn how to create Equipment Profiles using AI.

AI equipment quick builder

Set up and manage your equipment register, categories, and QR codes.

Equipment admin 

Introduction to equipment tasks & maintenance

How to create and schedule equipment tasks

Automatically Updating Equipment Details via Forms

Completed equipment forms

Schedule maintenance tasks that trigger automatically when equipment WOF dates approach.

Set up automatic WOF expiry tasks

Equipment tasks and maintenance

Schedule inspections, create recurring tasks, and track equipment servicing.

Maintenance & tasks

Adding equipment from the mobile app

Quick access: Simplify equipment forms

Add and complete equipment forms directly from the mobile app on site.

Mobile (Equipment)

Main website

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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