# Adding Equipment Guide This guide explains how to add equipment to a system using the Add/Edit Equipment dialog. Equipment represents physical components like tanks, regulators, filters, and other equipment. > **Key concept**: You can add multiple tanks to a system when they share the same fill connection. Each piece of equipment is tracked separately within the system. --- ## Prerequisites - A system must exist for the location. See [Add System](../add-system.md) if you need to create one first. - You are on the Customer Dashboard with the correct Location selected. ## Add equipment to a system 1. Navigate to the **Systems** section from the Customer Dashboard. [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763485998246-01-46-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763485998246-01-46-pm.png) 2. Select the system you want to add equipment to. [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763486012434-09-38-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763486012434-09-38-pm.png) 3. Click **Add Tank** or **Add Equipment**. [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763486031820-02-02-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763486031820-02-02-pm.png) 4. The Add Equipment dialog opens with multiple sections. [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763486082561-02-18-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763486082561-02-18-pm.png) 5. Fill out the required fields and click **Add Equipment** or **Update Equipment**. [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763486101414-05-33-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763486101414-05-33-pm.png) [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763486132167-05-39-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763486132167-05-39-pm.png) --- ## Equipment types The dialog supports these equipment types: - **Tank**: Storage tanks for fuel (propane, oil) - **Regulator**: Pressure regulation equipment (requires expiration date) - **Filter**: Filtration equipment - **Other Equipment**: Custom equipment types --- ## Basic Information section ### Required fields - **Equipment Name**: Clear identifier for the equipment - **Owner**: Select "Customer" or "Internal" - **Type**: Tank, Regulator, Filter, or Other Equipment All three fields are required to proceed. --- ## Equipment Details section ### Serial Number - **Required if Owner is "Internal"** - Optional for customer-owned equipment - Used for warranty and service tracking ### Optional fields - **Manufacturer**: Equipment manufacturer name - **Model**: Model number or designation - **Manufacture Date**: When the equipment was manufactured (date picker with Luxon support) --- ## Installation & Inspection section Both fields are optional: - **Install Date**: When the equipment was installed or replaced - **Inspection Date**: Most recent inspection date Use date pickers to select dates. --- ## Regulator Information (regulators only) If you selected **Type = Regulator**, an additional section appears: ### Required field - **Expiration Date**: When the regulator expires and needs replacement (required for regulators) This field uses a date picker and is mandatory for regulator equipment. --- ## Tank Information (tanks only) If you selected **Type = Tank**, an additional section appears with three required fields: ### Required fields (all with gallon suffix) - **Size (Gallons)**: Total tank size capacity - Supports up to 3 decimal places - Minimum value: 1 gallon - **Recommended Capacity**: The recommended fill capacity (typically 80-90% of total size) - Supports up to 3 decimal places - Minimum value: 1 gallon - Used for delivery calculations - **Optimum Delivery**: The optimal delivery amount for this tank - Supports up to 3 decimal places - Minimum value: 1 gallon - Used for routing and delivery planning **Example for a 275-gallon tank:** - Size: 275 gallons - Recommended Capacity: 247 gallons (90% of 275) - Optimum Delivery: 200 gallons --- ## Multiple tanks on one system When you have multiple tanks sharing the same fill connection: 1. **Add each tank as separate equipment** to the same system 2. Enter accurate Size, Recommended Capacity, and Optimum Delivery for each tank 3. The system automatically aggregates capacity across all tanks for delivery calculations **Example setup:** - System: "Main Propane System" - Tank 1: 500 gallons (450 recommended, 400 optimum) - Tank 2: 500 gallons (450 recommended, 400 optimum) - Total system capacity: 1000 gallons (900 recommended) This approach allows accurate tracking of individual tanks while calculating deliveries for the combined system. --- ## Custom Attributes section Always visible at the bottom of the dialog: ### Predefined custom fields - Loaded from the API based on equipment type - Each field shows with a label and optional description tooltip - Enter values as needed for your tracking requirements ### Additional custom fields - Click **Add Field** to create custom key-value metadata - Enter **Field Name** and **Value** - Remove fields with the trash icon button - Useful for tracking location-specific or custom attributes --- ## Validation and submission The dialog validates your entries: - **Validation errors** appear at the top in a red message box - Common errors: - Missing required fields (Name, Owner, Type) - Serial number required for Internal-owned equipment - Expiration date required for regulators - Tank size, recommended capacity, and optimum delivery required for tanks - Values must be > 0 for numeric fields The **Add Equipment** or **Update Equipment** button is disabled until all validation passes. --- ## Dialog actions - **Cancel**: Close the dialog without saving changes - **Add Equipment** (for new): Save the new equipment to the system - **Update Equipment** (for existing): Save changes to existing equipment After saving, the equipment appears in the system's equipment list and can be used for delivery projections, monitoring, and service tracking. --- ## Editing or removing equipment - To **edit**: Click the equipment row or Edit button, make changes, and click **Update Equipment** - To **remove**: Use the delete/remove action (typically with confirmation) - Be cautious if the equipment is linked to active monitors or services --- ## Related guides - [Add System](../add-system.md) — Create the parent system first - [Editing a System](./editing-a-system.md) — Modify system details - [Monitoring](./monitoring.md) — Link tank monitors to equipment - [Window Strategies](./window-strategies.md) — Configure delivery estimation using equipment data - [Add Services](../add-services.md) — Products and service plans for the customer