✅ Step 1: Understand the Structure
We recommend adding 1–2 pieces of equipment manually in Lever360 to get familiar with the fields and layout.
Review how equipment appears on the equipment list and within job files.
If you're not using barcode scanning, you’ll assign equipment to jobs using the Equipment ID.
📄 Step 2: Download & Complete the Template
Download the Excel import template attached to this article
Important note on fields to include:
Equipment ID (must be unique; e.g.,
AM01,DH01)Keep it simple and consistent.
Storage Location – You can:
Add it directly on the sheet (e.g., “Warehouse”, “Rack A Shelf B”)
Or create locations in the system ahead of time
📌 Tip: Keep Equipment IDs simple and consistent — you'll use these to reference equipment in the field.
📤 Step 3: Submit Your Sheet
Email the completed file to [email protected].
Our team will handle the import for you!
✅ Step 4: Confirmation
Once your equipment has been uploaded into the system, our support team will notify you by our helpdesk.
📲 Interested in Barcode Scanning?
Lever360 supports barcode scanning through the mobile app.
➡️Need Barcodes? Reference this guide: Ordering Barcodes
💡 Pro Tips
Keep IDs simple and consistent (e.g.,
AM01,AM02).Barcodes are not required but highly recommended for quick field scanning.
Support
💡 Need help? Contact support or reach out through Lever360’s help resources.
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900 x 2
📚 More Guides: https://docs.lever360.com/en/