Equipment & Condition screen

The Equipment and Condition screen contains a variety of information about the equipment and condition for the unit involved in a claim.

The information on this screen is organized by tabs, which will vary depending on the type of vehicle the claim has been created for.

Some information on this screen is automatically filled in based on what was entered on the Claim Assignment screen when the claim was created. The information on the Equipment & Condition screen is all optional as far as being able to process the claim and create an estimate appraisal for the claim. However, the information entered on the Equipment and Condition screen is included when a total loss evaluation or salvage bid is prepared.

Remember to always click on the button after making any changes on this screen. Even though the data is organized by tabs, all the information for all tabs is saved at the same time. You may save after entering data on each tab, but may wait until all tabs have been filled in before saving. We recommend saving often, especially any time you will be away from your computer.

The information on the Equipment and Condition (E&C) screen is organized onto several tabs. We organized the information in logical groups so you wouldn't have to scroll up and down while entering the data. The tabs on the screen are different depending on the type of unit involved in the claim. For example, a the Equipment and Condition screen for a trailer has no Engine & Transmission tab and the E&C screen for a piece of forestry equipment has a Forestry tab. You must click on the button after you enter information on the E&C screen. It is important to note that all the information on all the tabs is saved at the same time, so you only need to click on Save once when making changes on multiple tabs, but may Save as often as you prefer.

This section of the help guide contains a full description of the information on each tab of the Equipment and Condition report for each type of unit. Select each type of equipment in the list below to go to the section for the type of unit. Click on the "Return to Top" link to come back to the list of unit types again.

• Tractor
• Truck
• Trailer
• Off Road Equipment
• Forestry Equipment
• Crane

Tractor

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The Equipment & Condition screen for a Tractor has five tabs. The Equipment and Condition information is grouped to fit on these tabs so you don't have to scroll up and down while entering the information for the unit. Just click on each tab to see the detail information it contains.

You can click on the Preview Report link at the bottom of this screen at any time to preview and/or print the Equipment & Condition report with the information you have entered on this screen. You must first the screen before the information you have entered will show on the report.

General Information tab

This tab is identical for all types of units. It is important to note, that while the Make, Model, Year and Style fields display on this screen for all types of units only tractors and trailers currently have vehicles stored in the AdjustRite database. Because of this all other types of units should have a Custom Make, Custom Model and Custom Year entered on the Vehicle Information tab of the Claim Assignment screen.

General Information tab (this tab is identical for all types of units)

Make	This is the make selected from the Vehicle Information tab on the Claim Assignment screen. If you change this field here, the change will be reflected on the Claim Assignment screen. You may not change this field once the detail estimate has been created.	Custom Make	Custom Make should be entered for any unit when a Make is not selected from the Claim Assignment screen. The Custom Make may also be entered if a Make is selected and will print as the Make on all reports.
Model	This is the model selected from the Vehicle Information tab on the Claim Assignment screen.	Custom Model	Custom Model will print on reports even if a Model was selected on the Claim Assignment screen.
Year	This is the year selected from the Vehicle Information tab on the Claim Assignment screen. The Make/Model/Year determine the list of available parts when creating an estimate for each claim.	Custom Year	Custom Year will print on reports instead of the year selected for the unit.
Style	Optional style selected on the Claim Assignment screen	Custom Style	Used for reporting purposes only.
Hours	Hours entered for the unit. Informational only.	Production Date	Used for reporting purposes only.
VIN	VIN entered on the Claim Assignment screen - this number is not validated, so you can enter as many digits as you want to display of the VIN for this unit on reports. You may change this field here and the change will be reflected on the Claim Assignment screen.	Owner	This is the name of the owner entered on the Claim Assignment screen. You may not change this field on this screen.
		Default Custom Part List	You may select a custom part list you have created yourself. This list of custom parts can be used when creating the estimate for the claim.
		Unit #	Unit number entered on the Claim Assignment screen. This can be changed on this screen and can be used for looking up claims.
Note	This is a separate note specifically for the E&C and is not tied to the notes entered on the Claim Assignment screen.

Engine & Transmission tab

Engine	Select the type of engine from the drop down list. Enter the engine below if the engine for this unit is not included in the list.	Transmission	Enter the make of transmission used in this unit.
Custom Engine	Use this field if the engine for this unit was not included in the list above.	Speeds	Select the number of transmission speeds from the drop down list.
Horse Power	Enter the horse power for this unit.	Aux Transmission	Enter the make of the auxiliary transmission used in this unit.
Cylinders	Select the number of cylinders from the drop down list.	Aux Tran Speeds	Select the number of speeds in the auxiliary transmission from the drop down list.
Turbo	Check the box if this unit has turbo - this will display on appropriate reports.	Fuel Type	Select the type of fuel from the drop down list. Just select "other" if the unit does not use Gasoline or Diesel
Hot Shutdown	Check the box if this unit has Hot Shutdown - this will display on appropriate reports.	Oil Level	Select "Full", "Low", or "Empty" from the dropdown list.
Engine Brake	Check the box if this unit has an Engine Brake- this will display on appropriate reports.	Coolant Level	Select "Full", "Low", or "Empty" from the dropdown list.

 

Body & Frame tab

Color	Enter the color of the unit. This is just text, so enter anything you want.	Steering	Enter the type of steering in this box.
Paint Code	Enter the paint code - this will accept letters and numbers.	Hub Meter	Type of hub meter on tractor.
Paint Option	Select Single Color, Two Stage, or Three Stage. Selecting Two or Three stage here will automatically add additional paint time to the estimate when the Logic features is used.	Wheel Base	Wheel base for the tractor. This is a text field, so you can enter any character or text.
Fuel Tank Construction	Select the type of fuel tank construction from the drop down list.	Frame Construction	Select the type of frame construction from the dropdown list.
# of Fuel Tanks	Select 1, 2, 3 or 4 from the list.	Bumper	Select the type of bumper on this tractor from the list.
Fuel Tank Capacity	Enter the total capacity of the fuel tanks on this unit.	Hood	Select the type of construction for the hood from the dropdown list.
Wet Kit	Check this box and the Wet Kit will show on appropriate reports.	Aerodynamics	Select the appropriate type of aerodynamics from the list.
PTO	Check this box and PTO will show on appropriate reports.	Cab	Enter the type of cab on the tractor
Fifth Wheel	Enter the make of fifth wheel for unit.	Cab Construction	Select the type of construction from the dropdown list.
Fifth Wheel Type	Select the type of fifth wheel from the list.	Sleeper Size	Enter the dimensions of the sleeper (if applicable). This is a text field, so enter anything you want.
Brakes	Enter the make or type of brakes here.	Exhaust	Select the type of exhaust from the dropdown list.

 

Condition tab

Paint Condition	Select "Fair", "Poor", "Good" or "Excellent" from the list. This will display on appropriate reports.
Interior Condition	Select "Fair", "Poor", "Good" or "Excellent" from the list. This will display on appropriate reports.
Overall Condition	Select "Fair", "Poor", "Good" or "Excellent" from the list. This will display on appropriate reports.

 

Tires & Wheels tab

Front Wheels	Select the type of front wheels from the dropdown list.	Front Suspension Type	Enter the type of front suspension for this tractor.	# of Axles	Select the number of axles from the dropdown list. The number of rows in the tire/wheel grid will change when you select the number of axles.
Rear Wheels	Select the type of rear wheels from the dropdown list.	Rear Suspension Type	Enter the type of rear suspension for this tractor.	Speeds	Number of speeds in the axle.
Front Axle Weight	This is a text field, so you can enter any numbers or text.	Rear Suspension Make	The make of the rear suspension can be entered here.	Interaxle	This is a checkbox - click it if you want appropriate reports to show this tractor has an Interaxle.
Rear Axle Weight	This is a text field, so you can enter any numbers or text.	Rear Axle Make	Make of rear axle. All the suspension boxes are text fields, so enter anything you want.
Tires and Wheels Grid
The Tires section is displayed in a grid and will change depending on the number of axles you select above. You can change the number of axles, but make certain to Save after making any changes. Location will display the physical position of each tire on the tractor. You can double click and change the location of any tire in the table. Enter the size of each tire - this field accepts any character or number. When you enter something in one of these fields it will automatically copy it to all empty fields below it in the grid. Check this box for each tire if it is a recap. Enter the tread depth for each tire in 32nds of an inch (e.g. 12).

 

Truck

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The Equipment & Condition screen for a Truck has the same five tabs as the E&C screen for a Tractor. The Equipment and Condition information is grouped to fit on these tabs so you don't have to scroll up and down while entering the information for the unit. Just click on each tab to see the detail information it contains.

You can click on the Preview Report link at the bottom of this screen at any time to preview and/or print the Equipment & Condition report with the information you have entered on this screen. You must first the screen before the information you have entered will show on the report.

General Information tab (this tab is identical for all types of units)

Make	This is the make selected from the Vehicle Information tab on the Claim Assignment screen. If you change this field here, the change will be reflected on the Claim Assignment screen. You may not change this field once the detail estimate has been created.	Custom Make	Custom Make should be entered for any unit when a Make is not selected from the Claim Assignment screen. The Custom Make may also be entered if a Make is selected and will print as the Make on all reports.
Model	This is the model selected from the Vehicle Information tab on the Claim Assignment screen.	Custom Model	Custom Model will print on reports even if a Model was selected on the Claim Assignment screen.
Year	This is the year selected from the Vehicle Information tab on the Claim Assignment screen. The Make/Model/Year determine the list of available parts when creating an estimate for each claim.	Custom Year	Custom Year will print on reports instead of the year selected for the unit.
Style	Optional style selected on the Claim Assignment screen	Custom Style	Used for reporting purposes only.
Hours	Hours entered for the unit. Informational only.	Production Date	Used for reporting purposes only.
VIN	VIN entered on the Claim Assignment screen - this number is not validated, so you can enter as many digits as you want to display of the VIN for this unit on reports. You may change this field here and the change will be reflected on the Claim Assignment screen.	Owner	This is the name of the owner entered on the Claim Assignment screen. You may not change this field on this screen.
		Default Custom Part List	You may select a custom part list you have created yourself. This list of custom parts can be used when creating the estimate for the claim.
		Unit #	Unit number entered on the Claim Assignment screen. This can be changed on this screen and can be used for looking up claims.
Note	This is a separate note specifically for the E&C and is not tied to the notes entered on the Claim Assignment screen.

 

Engine & Transmission tab

Engine	Select the type of engine from the drop down list. Enter the engine below if the engine for this unit is not included in the list.	Transmission	Enter the make of transmission used in this unit.
Custom Engine	Use this field if the engine for this unit was not included in the list above.	Speeds	Select the number of transmission speeds from the drop down list.
Horse Power	Enter the horse power for this unit.	Aux Transmission	Enter the make of the auxiliary transmission used in this unit.
Cylinders	Select the number of cylinders from the drop down list.	Aux Tran Speeds	Select the number of speeds in the auxiliary transmission from the drop down list.
Turbo	Check the box if this unit has turbo - this will display on appropriate reports.	Fuel Type	Select the type of fuel from the drop down list. Just select "other" if the unit does not use Gasoline or Diesel
Hot Shutdown	Check the box if this unit has Hot Shutdown - this will display on appropriate reports.	Oil Level	Select "Full", "Low", or "Empty" from the dropdown list.
Engine Brake	Check the box if this unit has an Engine Brake- this will display on appropriate reports.	Coolant Level	Select "Full", "Low", or "Empty" from the dropdown list.

 

Body & Frame tab

Color	Enter the color of the unit. This is just text, so enter anything you want.	Steering	Enter the type of steering in this box.
Paint Code	Enter the paint code - this will accept letters and numbers.	Hub Meter	Type of hub meter on tractor.
Paint Option	Select Single Color, Two Stage, or Three Stage. Selecting Two or Three stage here will automatically add additional paint time to the estimate when the Logic features is used.	Wheel Base	Wheel base for the tractor. This is a text field, so you can enter any character or text.
Fuel Tank Construction	Select the type of fuel tank construction from the drop down list.	Frame Construction	Select the type of frame construction from the dropdown list.
# of Fuel Tanks	Select 1, 2, 3 or 4 from the list.	Bumper	Select the type of bumper on this tractor from the list.
Fuel Tank Capacity	Enter the total capacity of the fuel tanks on this unit.	Hood	Select the type of construction for the hood from the dropdown list.
Wet Kit	Check this box and the Wet Kit will show on appropriate reports.	Aerodynamics	Select the appropriate type of aerodynamics from the list.
PTO	Check this box and PTO will show on appropriate reports.	Cab	Enter the type of cab on the tractor
Fifth Wheel	Enter the make of fifth wheel for unit.	Cab Construction	Select the type of construction from the dropdown list.
Fifth Wheel Type	Select the type of fifth wheel from the list.	Sleeper Size	Enter the dimensions of the sleeper (if applicable). This is a text field, so enter anything you want.
Brakes	Enter the make or type of brakes here.	Exhaust	Select the type of exhaust from the dropdown list.

 

Condition tab

Paint Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.
Interior Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.
Overall Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.

 

Tires & Wheels tab

Front Wheels	Select the type of front wheels from the dropdown list.	Front Suspension Type	Enter the type of front suspension for this tractor.	# of Axles	Select the number of axles from the dropdown list. The number of rows in the tire/wheel grid will change when you select the number of axles.
Rear Wheels	Select the type of rear wheels from the dropdown list.	Rear Suspension Type	Enter the type of rear suspension for this tractor.	Speeds	Number of speeds in the axle.
Front Axle Weight	This is a text field, so you can enter any numbers or text.	Rear Suspension Make	The make of the rear suspension can be entered here.	Interaxle	This is a checkbox - click it if you want appropriate reports to show this tractor has an Interaxle.
Rear Axle Weight	This is a text field, so you can enter any numbers or text.	Rear Axle Make	Make of rear axle. All the suspension boxes are text fields, so enter anything you want.
Tires and Wheels Grid The Tires section is displayed in a grid and will change depending on the number of axles you select above. You can change the number of axles, but make certain to Save after making any changes. Location will display the physical position of each tire on the tractor. You can double click and change the location of any tire in the table. Enter the size of each tire - this field accepts any character or number. When you enter something in one of these fields it will automatically copy it to all empty fields below it in the grid. Check this box for each tire if it is a recap. Enter the tread depth for each tire in 32nds of an inch (e.g. 12)

 

 

Trailer

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The Equipment & Condition screen for a Trailer has four tabs of information. The General Information tab and Condition tab for the Trailer has exactly the same information as those tabs contain for a Tractor.

The E&C screen for the trailer includes the Trailer tab. This contains information unique to trailers. The Tires & Wheels tab is different for a trailer than for a tractor, so please use the notes in this section regarding the trailer version of the Tires & Wheels information tab.

 

General Information tab (this tab is identical for all types of units)

Make	This is the make selected from the Vehicle Information tab on the Claim Assignment screen. If you change this field here, the change will be reflected on the Claim Assignment screen. You may not change this field once the detail estimate has been created.	Custom Make	Custom Make should be entered for any unit when a Make is not selected from the Claim Assignment screen. The Custom Make may also be entered if a Make is selected and will print as the Make on all reports.
Model	This is the model selected from the Vehicle Information tab on the Claim Assignment screen.	Custom Model	Custom Model will print on reports even if a Model was selected on the Claim Assignment screen.
Year	This is the year selected from the Vehicle Information tab on the Claim Assignment screen. The Make/Model/Year determine the list of available parts when creating an estimate for each claim.	Custom Year	Custom Year will print on reports instead of the year selected for the unit.
Style	Optional style selected on the Claim Assignment screen	Custom Style	Used for reporting purposes only.
Hours	Hours entered for the unit. Informational only.	Production Date	Used for reporting purposes only.
VIN	VIN entered on the Claim Assignment screen - this number is not validated, so you can enter as many digits as you want to display of the VIN for this unit on reports. You may change this field here and the change will be reflected on the Claim Assignment screen.	Owner	This is the name of the owner entered on the Claim Assignment screen. You may not change this field on this screen.
		Default Custom Part List	You may select a custom part list you have created yourself. This list of custom parts can be used when creating the estimate for the claim.
		Unit #	Unit number entered on the Claim Assignment screen. This can be changed on this screen and can be used for looking up claims.
Note	This is a separate note specifically for the E&C and is not tied to the notes entered on the Claim Assignment screen.

 

Trailer tab

Color	Enter any paint description you want in this field.	Frame Type	Select a frame type from the drop down list choices of Side Rails, Center Rails, Frameless, Unknown or N/A. Please let us know if you are aware of another type we should include in this list.
Paint Code	The paint code you will use to order paint	Frame Construction	Select a frame construction from the list of Steel, Aluminum, Stainless, Unknown, or N/A.
Paint Option	Select Single Color, Two Stage or Three Stage from the list. The Logic feature will add additional paint time if you select Two or Three stage for this claim.	Outer Body	Select an outer body from the list of Steel, Aluminum, Stainless, Fiberglass, Exterior Post, Unknown, or N/A.
Front Axle Capacity	Capacity of the front axle for reports.	Outer Body Sides	Select from the list of Smooth, Ribbed, Painter, Corrugated, Unknown, or N/A.
Rear Axle Capacity	Capacity of the rear axle for reports.	Doors Rear	Select the type of rear doors from the list of Single, Double, Rollup, None, Unknown, or N/A.
Gross Vehicle Weight	GVW to be printed on reports.	Doors Sides	Select door sides from the list of Both Sides, Double, Single, Rollup, None, Unknown, or N/A.
Length	Length information for reports.	Interior Construction	Select from the list of Steel, Aluminum, Plywood, Fiberglass, Plastic, Rub Rails, Unknown, or N/A.
Width	Width information for reports.	Interior Insulation	Select from the list of Styrofoam, Foam in Place, Fiberglass, Other, None, Unknown, or N/A.
Height	Height information for reports.	Floor Construction	Select the type of floor construction from the list of Aluminum Rail, Stainless Rail, Steel, Wood, Fiberglass, Heated, Air Channel, Live On, Unknown, or N/A.

 

Condition tab

Paint Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.
Interior Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.
Overall Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.

 

 

Tires & Wheels tab (this is different than the similar tab for Tractors or Trucks)

Front Wheels	Select the type of Front Wheels from the list of Aluminum, Chrome, Disk, Painted, Polished or Steel.	# of Axles	Select the number of axles from the dropdown list. The number of rows in the tire/wheel grid will change when you select the number of axles.
Rear Wheels	Select the type of Rear Wheels from the list of Aluminum, Chrome, Disk, Painted, Polished or Steel.
Tires and Wheels Grid The Tires section is displayed in a grid and will change depending on the number of axles you select above. You can change the number of axles, but make certain to Save after making any changes. The type column will show the location of each wheel. You can double click the type shown and select a different one from the drop down list. Enter the size of each tire - this field accepts any character or number. When you enter something in one of these fields it will automatically copy it to all empty fields below it in the grid. Check this box for each tire if it is a recap. Enter the tread depth for each tire in 32nds of an inch (e.g. 12).

 

Off Road Equipment

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The Equipment & Condition screen for Off road Equipment has four tabs of information. The General Information tab and Condition tab for the Offload Equipment has exactly the same information as those tabs contain for a Tractor.

General Information tab (this tab is identical for all types of units)

Make	This is the make selected from the Vehicle Information tab on the Claim Assignment screen. If you change this field here, the change will be reflected on the Claim Assignment screen. You may not change this field once the detail estimate has been created.	Custom Make	Custom Make should be entered for any unit when a Make is not selected from the Claim Assignment screen. The Custom Make may also be entered if a Make is selected and will print as the Make on all reports.
Model	This is the model selected from the Vehicle Information tab on the Claim Assignment screen.	Custom Model	Custom Model will print on reports even if a Model was selected on the Claim Assignment screen.
Year	This is the year selected from the Vehicle Information tab on the Claim Assignment screen. The Make/Model/Year determine the list of available parts when creating an estimate for each claim.	Custom Year	Custom Year will print on reports instead of the year selected for the unit.
Style	Optional style selected on the Claim Assignment screen	Custom Style	Used for reporting purposes only.
Hours	Hours entered for the unit. Informational only.	Production Date	Used for reporting purposes only.
VIN	VIN entered on the Claim Assignment screen - this number is not validated, so you can enter as many digits as you want to display of the VIN for this unit on reports. You may change this field here and the change will be reflected on the Claim Assignment screen.	Owner	This is the name of the owner entered on the Claim Assignment screen. You may not change this field on this screen.
		Default Custom Part List	You may select a custom part list you have created yourself. This list of custom parts can be used when creating the estimate for the claim.
		Unit #	Unit number entered on the Claim Assignment screen. This can be changed on this screen and can be used for looking up claims.
Note	This is a separate note specifically for the E&C and is not tied to the notes entered on the Claim Assignment screen.

 

Engine & Transmission tab

Engine	Select the type of engine from the drop down list. Enter the engine below if the engine for this unit is not included in the list.	Transmission	Enter the make of transmission used in this unit.
Custom Engine	Use this field if the engine for this unit was not included in the list above.	Speeds	Select the number of transmission speeds from the drop down list.
Horse Power	Enter the horse power for this unit.	Aux Transmission	Enter the make of the auxiliary transmission used in this unit.
Cylinders	Select the number of cylinders from the drop down list.	Aux Tran Speeds	Select the number of speeds in the auxiliary transmission from the drop down list.
Turbo	Check the box if this unit has turbo - this will display on appropriate reports.	Reverse Speeds	Select the number of reverse speeds from the dropdown list for the unit.
Hot Shutdown	Check the box if this unit has Hot Shutdown - this will display on appropriate reports.	Clutch	Enter any clutch information for the unit.
Fuel Type	Select Fuel Type from the drop down list.	Oil Level	Select "Full", "Low", or "Empty" from the dropdown list.
		Coolant Level	Select "Full", "Low", or "Empty" from the dropdown list.

 

Off Road tab

Track or Wheel	Select either "Track" or "Wheels" from the drop down list.	Boom Hydraulics	Enter any information about any boom hydraulics. This will print on appropriate reports.	Outriggers	Check this box if this unit has outriggers.
Track Length	Enter any track length you want here. The text and numbers you enter here will display on reports for this unit. Of course, you should only enter a track length if you selected "Track" in the above field.	Scarifer	Enter any make, model and descriptive information regarding scarifiers mounted on units, but keep it short.	Counterweight	Check this box if this unit has a counterweight.
Shoe Size	Enter the size of the track shoe here. Of course, you should not enter a shoe size unless this is a tracked vehicle.	Ripper	Enter any make, model and descriptive information regarding rippers mounted on units, but keep it short.	Swing Gear	Enter any descriptive information about swing gear on unit.
Track Condition	Enter the condition of the track here if this unit has a track and the track condition is pertinent to the claim	Bucket Size	Enter the bucket size. This is a text field, so you can enter units of measure. For example you can enter a bucket size as .12 M3 or 4.25 cu ft.	Axle Configuration	Specify the axle configuration if it is important to this claim.
Boom	Enter any information you think is important regarding booms and equipment attached to booms.	Plow	Enter any make, model and descriptive information regarding plows mounted on units, but keep it short.
Aux Engine Make	Enter the make of the engine if this unit has an auxiliary engine.	Aux Engine Cylinders	Enter the number of cylinders for an auxiliary engine. This is not a drop down list, so enter anything you want.	Aux Engine HP	Horsepower of aux engine. This is a text field, so you can included torque if needed.
Aux Engine Model	Enter the model of the engine if this unit has an auxiliary engine.	Aux Engine Turbo	Check this box if the auxiliary engine is a turbo.	Aux Serial Number	Serial number of auxiliary engine.

 

Condition tab

Paint Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.
Interior Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.
Overall Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.

 

Forestry Equipment

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The Equipment & Condition screen for Forestry Equipment has five tabs of information. The General Information tab and Condition tab for the Off Road Equipment has exactly the same information as those tabs contain for a Tractor.

General Information tab (this tab is identical for all types of units)

Make	This is the make selected from the Vehicle Information tab on the Claim Assignment screen. If you change this field here, the change will be reflected on the Claim Assignment screen. You may not change this field once the detail estimate has been created.	Custom Make	Custom Make should be entered for any unit when a Make is not selected from the Claim Assignment screen. The Custom Make may also be entered if a Make is selected and will print as the Make on all reports.
Model	This is the model selected from the Vehicle Information tab on the Claim Assignment screen.	Custom Model	Custom Model will print on reports even if a Model was selected on the Claim Assignment screen.
Year	This is the year selected from the Vehicle Information tab on the Claim Assignment screen. The Make/Model/Year determine the list of available parts when creating an estimate for each claim.	Custom Year	Custom Year will print on reports instead of the year selected for the unit.
Style	Optional style selected on the Claim Assignment screen	Custom Style	Used for reporting purposes only.
Hours	Hours entered for the unit. Informational only.	Production Date	Used for reporting purposes only.
VIN	VIN entered on the Claim Assignment screen - this number is not validated, so you can enter as many digits as you want to display of the VIN for this unit on reports. You may change this field here and the change will be reflected on the Claim Assignment screen.	Owner	This is the name of the owner entered on the Claim Assignment screen. You may not change this field on this screen.
		Default Custom Part List	You may select a custom part list you have created yourself. This list of custom parts can be used when creating the estimate for the claim.
		Unit #	Unit number entered on the Claim Assignment screen. This can be changed on this screen and can be used for looking up claims.
Note	This is a separate note specifically for the E&C and is not tied to the notes entered on the Claim Assignment screen.

 

Engine & Transmission tab

Engine	Select the type of engine from the drop down list. Enter the engine below if the engine for this unit is not included in the list.	Transmission	Enter the make of transmission used in this unit.
Custom Engine	Use this field if the engine for this unit was not included in the list above.	Speeds	Select the number of transmission speeds from the drop down list.
Horse Power	Enter the horse power for this unit.	Aux Transmission	Enter the make of the auxiliary transmission used in this unit.
Cylinders	Select the number of cylinders from the drop down list.	Aux Tran Speeds	Select the number of speeds in the auxiliary transmission from the drop down list.
Turbo	Check the box if this unit has turbo - this will display on appropriate reports.	Reverse Speeds	Select the number of reverse speeds from the dropdown list for the unit.
Hot Shutdown	Check the box if this unit has Hot Shutdown - this will display on appropriate reports.	Clutch	Enter any clutch information for the unit.
Fuel Type	Select Fuel Type from the drop down list.	Oil Level	Select "Full", "Low", or "Empty" from the dropdown list.
		Coolant Level	Select "Full", "Low", or "Empty" from the dropdown list.

 

Forestry tab

Color	Enter any paint description you want in this field.	Track or Wheel	Select either "Track" or "Wheels" from the drop down list.
Paint Code	Enter the paint code you would use when ordering the paint from your distributor.	Saw head	Enter make, model and any needed information regarding a saw head on the unit.
Paint Option	Select Single Color, Two Stage, or Three Stage. Selecting Two or Three stage here will automatically add additional paint time to the estimate when the Logic features is used.	Grapple	Enter make, model and any needed information regarding a grapple on the unit.
		Fire Extinguishers	Select the number or type of fire extinguishers from the drop down list.

 

Condition tab

Paint Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.
Interior Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.
Overall Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.

 

Tires & Wheels tab (this is different than the similar tab for Tractors or Trucks)

Front Wheels	Select the type of Front Wheels from the list of Aluminum, Chrome, Disk, Painted, Polished or Steel.	# of Axles	Select the number of axles from the dropdown list. The number of rows in the tire/wheel grid will change when you select the number of axles.
Rear Wheels	Select the type of Rear Wheels from the list of Aluminum, Chrome, Disk, Painted, Polished or Steel.
Tires and Wheels Grid The Tires section is displayed in a grid and will change depending on the number of axles you select above. You can change the number of axles, but make certain to Save after making any changes. The type column will show the location of each wheel. You can double click the type shown and select a different one from the drop down list. Enter the size of each tire - this field accepts any character or number. When you enter something in one of these fields it will automatically copy it to all empty fields below it in the grid. Check this box for each tire if it is a recap. Enter the tread depth for each tire in 32nds of an inch (e.g. 12).

 

Crane

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The Equipment & Condition screen for Cranes has four tabs of information. The General Information tab and Condition tab for the Cranes has exactly the same information as those tabs contain for a Tractor.

General Information tab (this tab is identical for all types of units)

Make	This is the make selected from the Vehicle Information tab on the Claim Assignment screen. If you change this field here, the change will be reflected on the Claim Assignment screen. You may not change this field once the detail estimate has been created.	Custom Make	Custom Make should be entered for any unit when a Make is not selected from the Claim Assignment screen. The Custom Make may also be entered if a Make is selected and will print as the Make on all reports.
Model	This is the model selected from the Vehicle Information tab on the Claim Assignment screen.	Custom Model	Custom Model will print on reports even if a Model was selected on the Claim Assignment screen.
Year	This is the year selected from the Vehicle Information tab on the Claim Assignment screen. The Make/Model/Year determine the list of available parts when creating an estimate for each claim.	Custom Year	Custom Year will print on reports instead of the year selected for the unit.
Style	Optional style selected on the Claim Assignment screen	Custom Style	Used for reporting purposes only.
Hours	Hours entered for the unit. Informational only.	Production Date	Used for reporting purposes only.
VIN	VIN entered on the Claim Assignment screen - this number is not validated, so you can enter as many digits as you want to display of the VIN for this unit on reports. You may change this field here and the change will be reflected on the Claim Assignment screen.	Owner	This is the name of the owner entered on the Claim Assignment screen. You may not change this field on this screen.
		Default Custom Part List	You may select a custom part list you have created yourself. This list of custom parts can be used when creating the estimate for the claim.
		Unit #	Unit number entered on the Claim Assignment screen. This can be changed on this screen and can be used for looking up claims.
Note	This is a separate note specifically for the E&C and is not tied to the notes entered on the Claim Assignment screen.

 

Engine & Transmission tab

Engine	Select the type of engine from the drop down list. Enter the engine below if the engine for this unit is not included in the list.	Transmission	Enter the make of transmission used in this unit.
Custom Engine	Use this field if the engine for this unit was not included in the list above.	Speeds	Select the number of transmission speeds from the drop down list.
Horse Power	Enter the horse power for this unit.	Aux Transmission	Enter the make of the auxiliary transmission used in this unit.
Cylinders	Select the number of cylinders from the drop down list.	Aux Tran Speeds	Select the number of speeds in the auxiliary transmission from the drop down list.
Turbo	Check the box if this unit has turbo - this will display on appropriate reports.	Reverse Speeds	Select the number of reverse speeds from the dropdown list for the unit.
Hot Shutdown	Check the box if this unit has Hot Shutdown - this will display on appropriate reports.	Clutch	Enter any clutch information for the unit.
Fuel Type	Select Fuel Type from the drop down list.	Oil Level	Select "Full", "Low", or "Empty" from the dropdown list.
		Coolant Level	Select "Full", "Low", or "Empty" from the dropdown list.

 

Off Road tab

Track or Wheel	Select either "Track" or "Wheels" from the drop down list.	Boom Hydraulics	Enter any information about any boom hydraulics. This will print on appropriate reports.	Outriggers	Check this box if this unit has outriggers.
Track Length	Enter any track length you want here. The text and numbers you enter here will display on reports for this unit. Of course, you should only enter a track length if you selected "Track" in the above field.	Scarifer	Enter any make, model and descriptive information regarding scarifiers mounted on units, but keep it short.	Counterweight	Check this box if this unit has a counterweight.
Shoe Size	Enter the size of the track shoe here. Of course, you should not enter a shoe size unless this is a tracked vehicle.	Ripper	Enter any make, model and descriptive information regarding rippers mounted on units, but keep it short.	Swing Gear	Enter any descriptive information about swing gear on unit.
Track Condition	Enter the condition of the track here if this unit has a track and the track condition is pertinent to the claim	Bucket Size	Enter the bucket size. This is a text field, so you can enter units of measure. For example you can enter a bucket size as .12 M3 or 4.25 cu ft.	Axle Configuration	Specify the axle configuration if it is important to this claim.
Boom	Enter any information you think is important regarding booms and equipment attached to booms.	Plow	Enter any make, model and descriptive information regarding plows mounted on units, but keep it short.
Aux Engine Make	Enter the make of the engine if this unit has an auxiliary engine.	Aux Engine Cylinders	Enter the number of cylinders for an auxiliary engine. This is not a drop down list, so enter anything you want.	Aux Engine HP	Horsepower of aux engine. This is a text field, so you can included torque if needed.
Aux Engine Model	Enter the model of the engine if this unit has an auxiliary engine.	Aux Engine Turbo	Check this box if the auxiliary engine is a turbo.	Aux Serial Number	Serial number of auxiliary engine.

 

Condition tab

Paint Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.
Interior Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.
Overall Condition	Select "Fair", "Poor", "Good" or "Excellent" from the drop down list. This will display on appropriate reports.