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Clear, screenshot-led steps for setting up your workspace and keeping tools moving with your crew.
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Search by task, feature, or the words you see in OrbitEquip.
New to OrbitEquip?
Start here, then get to work
A short path from first sign-in to a real tool handoff. Pick up wherever your team is today.
Popular workflows
Get a common job done
- Start Here
Add Your First Asset
Beginner4 min - Assets & Organization
Import Assets from CSV
Intermediate8 min - Start Here
Print or Reprint OrbitEquip QR Labels
Beginner4 min - Scan, Check Out & Check In
How to Check Out a Tool in OrbitEquip
Beginner3 min - Scan, Check Out & Check In
How to Check In a Tool in OrbitEquip
Beginner2 min - Scan, Check Out & Check In
Find Overdue Tools and Review Checkout History
Intermediate4 min - Maintenance
Schedule One-Time Maintenance
Beginner4 min - Physical Inventory Audits
Run Your First Physical Inventory Audit
Intermediate10 min - Reports & Data
Export Filtered Asset or Report Data
Intermediate4 min - Team & Permissions
Invite a Team Member
Beginner4 min
Browse by topic
Find the right guide
From everyday tool handoffs to owner and admin workflows, every guide shows the steps in the current product.
Start Here
Set up a workspace, orient your team, and complete the first tool handoff.
- Set Up OrbitEquip in 10–15 Minutes
- Take a Tour of the OrbitEquip Dashboard
- Add Your First Asset
- Print or Reprint OrbitEquip QR Labels
Assets & Organization
Keep tools identifiable, searchable, organized, and ready to scan.
Browse Assets & Organization guidesScan, Check Out & Check In
Use the browser-first field workflow to find tools and record custody.
Browse Scan, Check Out & Check In guidesTeam & Permissions
Invite crew members and give each person the right level of access.
Browse Team & Permissions guidesMaintenance
Report issues, schedule work, and keep recurring preventive maintenance moving.
Browse Maintenance guidesPhysical Inventory Audits
Verify what is physically present against a fixed Location or Assignee snapshot.
- Run Your First Physical Inventory Audit
- Reconcile Missing or Unexpected Audit Findings
- Continue an Existing Audit and Review Audit History
Reports & Data
Answer operational questions with fixed reports and filtered CSV exports.
- Understand OrbitEquip's Five Operational Reports
- Filter an Operational Report
- Export Filtered Asset or Report Data
Notifications & Reminders
Choose organization reminder preferences and understand who receives each email.
Browse Notifications & Reminders guidesPlans, Billing & Access
Understand current plan limits, paid capabilities, and owner billing controls.
- Understand Free, Starter, Pro, and Business Plans
- Review Your Plan on the Billing Page
- What Remains Available After a Downgrade
Advanced & Admin Workflows
Set team conventions for locations, barcode use, maintenance, and repeat audits.
- Set Up Locations and Categories for Multiple Crews
- Build a Preventive Maintenance Routine
- Business Audit Logs, Physical Audits, and Asset History
Troubleshooting
Find the likely cause, check the right setting, and get back to work.
- QR Label Will Not Scan or Is Damaged
- OrbitEquip Cannot Use the Browser Camera
- CSV Import Was Rejected or Skipped Rows
Start Here6 guides
Assets & Organization9 guides
Scan, Check Out & Check In7 guides
Team & Permissions3 guides
Maintenance6 guides
Physical Inventory Audits4 guides
Reports & Data3 guides
Notifications & Reminders2 guides
Plans, Billing & Access4 guides
Advanced & Admin Workflows5 guides
Troubleshooting10 guides
- QR Label Will Not Scan or Is Damaged
- OrbitEquip Cannot Use the Browser Camera
- Barcode Not Found in Scan
- Cannot Check Out an Asset
- An Admin or Asset Action Is Denied
- CSV Import Was Rejected or Skipped Rows
- Free Plan Asset Limit Reached
- New Audit, Recurrence, or CSV Export Is Locked
- Expected Checkout or Maintenance Reminder Did Not Arrive
- Physical Audit Shows an Unexpected or Missing Asset
Need a hand with your setup?
Contact the OrbitEquip team and tell us where you got stuck.