Create Categories and Locations

Asset forms, filters, labels, and reports can use the location and category names your organization recognizes.

BeginnerAbout 5 minReviewed Oct 3, 2026

Owner or Admin

On this page

Organize tools by the groups and places your crews actually use.

Before you start

Role needed: Owner or Admin. Ask an Owner if an action is unavailable.

Open Locations

Choose Locations in the app navigation and select Add Location. Enter a name; the address is optional. Use a consistent name for a shop, vehicle, or jobsite.

OrbitEquip Locations page with example places and an Add Location control — Location names and address are synthetic examples in an isolated local test workspace.

Open Categories

Choose Categories and select Add Category. Create a small set of useful groups, such as Power Tools or Hand Tools, before importing a large list.

OrbitEquip Categories page with example groups and an Add Category control — Category names are synthetic examples in an isolated local test workspace.

Apply them to assets

Choose a category and location while adding or editing an asset. Use Assets filters to review the records in each group or place.

OrbitEquip Add a New Asset form with name, category, location, serial number, Existing Barcode, primary photo, and notes fields — The form shows the optional fields alongside the required asset name.

OrbitEquip Assets list with search, status, category, location, and overdue filters — Synthetic sample assets illustrate the filters; names and serials are test data.

Tips

Keep in mind

Troubleshooting

A location or category is missing from an asset form.

Check: Confirm it was created in the same organization and is spelled as expected.

Fix: Create the shared value from Locations or Categories, then refresh the asset form.

Still stuck? Contact OrbitEquip support.