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How the Workshop Works Growth+This feature requires the Growth+ plan or higher

The Workshop is a maintenance tracking system built into EquipDash. When a rental item needs repair, cleaning, or servicing, you send it to the workshop. While it is there, the item is automatically taken out of your available inventory so it cannot be booked. Once the work is done, you mark it as complete and the item goes back into circulation.

Why Use the Workshop​

  • Prevent double-bookings -- Items in the workshop are automatically unavailable for booking, so customers will never be assigned a broken item.
  • Track maintenance history -- Every workshop entry is logged, building a complete service history for each item.
  • Stay organized -- See at a glance which items are out for repair and which are ready to rent.

Workshop Concepts​

Workshop log​

Each time you send an item to the workshop, a workshop log entry is created. The log records:

  • Which item was sent
  • When it was sent
  • The reason for the workshop visit
  • Notes from the person who sent it
  • When the work was completed (once done)

Workshop statuses​

Items in the workshop go through these stages:

StatusMeaning
In WorkshopThe item is currently undergoing maintenance or repair
ScheduledThe item is scheduled for a future workshop visit
OverdueThe item's scheduled workshop end time has passed without completion
Left WorkshopThe work is done and the item has been returned to available inventory

Workshop tabs​

The workshop page has four tabs:

  • In Workshop -- Shows all items currently being worked on.
  • Scheduled -- Shows items that are scheduled for a future workshop visit.
  • Overdue -- Shows items whose scheduled end time has passed without being completed.
  • Left Workshop -- Shows the history of items that have been through the workshop and returned.

The Workshop page showing the four tabs: In Workshop, Scheduled, Overdue, and Left Workshop.

Accessing the Workshop​

  1. Go to Rentals > Workshop in the left sidebar.
  2. You will see the workshop table with your current items.

How It Affects Availability​

When an item is sent to the workshop:

  • Its inventory unit status changes to In Workshop.
  • The unit is excluded from availability calculations.
  • Any availability reports will show the item as "In Workshop" rather than "Available".
  • The product's available count decreases by the number of units in the workshop.

When the item is completed:

  • Its status changes back to Available.
  • The unit is included in availability calculations again.
  • The available count goes back up.

Workshop with Barcodes​

If you have barcodes enabled, you can scan an item's barcode to quickly send it to or return it from the workshop. This is especially useful on a busy shop floor.

  • Click the Add Item button to scan an item in.
  • Click the Return Item button to scan a completed item back out.