Adding Equipment

The Add New Equipment screen presents three cascading dropdowns. Each selection narrows the next dropdown.

1. Category (required) -- Select from the list of equipment categories (e.g., "Autoclaves & Sterilizers", "Dental Chairs & Delivery Units"). You can also type to search. If your category is not listed, select Create to add a custom category.

2. Manufacturer (required) -- After selecting a category, choose the manufacturer (e.g., "Midmark", "A-Dec", "Tuttnauer"). The list is filtered to manufacturers that make equipment in your chosen category. You can create a custom manufacturer if yours is not listed.

3. Model (required) -- After selecting a manufacturer, choose the specific model (e.g., "M11", "500"). You can create a custom model if yours is not listed.

For system equipment (such as a dental chair delivery system that includes multiple components), a component selector appears after choosing the model. Select which sub-components are part of your system (e.g., Dental Chair, Delivery Unit, Operatory Light).

Select Continue to proceed.

The Equipment Details screen has two sections:

Equipment Information (required fields)

These fields are pre-populated from the catalog selection. Fields with an Auto-filled badge were sourced from the master catalog.

Additional Details (optional)

These fields can be filled in now or completed later from the equipment detail page. A progress indicator shows how many of these optional fields you have completed.

Select Save Equipment to create the equipment record.

After the equipment is saved, a success screen confirms:

• The equipment has been added to your inventory.
• If the equipment type is compliance-relevant, ChairPulse automatically creates compliance tasks and lists the associated compliance requirements.

The completion screen presents several next steps:

• Set Up Maintenance Tasks -- Go directly to the Maintenance tab to configure recommended or custom maintenance schedules.
• View Equipment Details -- Open the full equipment detail page.
• Add Another Equipment -- Start the wizard again to add more equipment.
• Back to Equipment List -- Return to the main equipment list.

The Copy from Existing screen displays all equipment in your inventory, grouped by category.

• Use the Search equipment... field to filter by name, manufacturer, model, or category.
• Each equipment card shows the name, manufacturer, model, current room assignment, and how many maintenance schedules are configured.
• Select the equipment you want to use as a template.

After selecting a source, the screen shows two sections:

Copied fields (read-only)

These fields are automatically copied from the source equipment:

• Manufacturer, Model, Category, Type, Criticality, and Expected Lifespan.

A "Copied from [equipment name]" banner confirms the source. Select Change to pick a different source.

Fields to fill in for this unit

Copy maintenance schedules

If the source equipment has maintenance schedules configured, a toggle appears:

• Copy maintenance schedules (on by default) -- When enabled, all maintenance schedules from the source equipment are duplicated to the new equipment. The number of schedules is shown (e.g., "3 schedules will be duplicated").

If the source equipment has maintenance schedules and you chose to copy them, this step lets you set the start date for each schedule on the new equipment.

Each schedule is listed with its description and frequency. Set the first due date for each, then select Confirm to create the equipment with the copied schedules.

The success screen confirms:

• The equipment has been added to your inventory.
• The number of maintenance schedules copied (if applicable).
• Any compliance tasks that were automatically created.

The same next-step options are available as in the "Add New Equipment" path.