DealQuip Help Center

Capture is the primary field workflow for creating or updating an Asset. Add the information available beside the equipment and attach optional photos when useful. DealQuip keeps permanent identity separate from customer-facing Asset Numbers, serial numbers, barcodes, QR codes, and other identifiers.

Use **Save & Done** to save and leave Capture, **Save & Next** to save and start another blank Capture, or **Save & Duplicate** for repeated similar equipment. A valid saved Asset appears in shared Inventory. If capacity has been reached, the Asset is not partially created and the Capture remains available so an Owner or Administrator can resolve capacity first.

For best AI results, photograph a clear data plate, label, decal, or equipment marking. DealQuip may suggest supported identity fields for review. An unmarked appearance photo does not trigger AI identity suggestions. Unsupported or unsafe values remain blank, and the user stays in control of the saved record.

If DealQuip reports No identifying markings found, enter the details manually or try a clearer photo of a plate, label, decal, or marking. If it reports AI identification inconclusive, readable evidence existed but could not be interpreted safely.

Review AI suggestions before relying on them. You can accept supported suggestions, correct values that do not match the equipment, or reject a suggestion. A correction stays tied to the observed evidence; canonical knowledge remains advisory and does not replace customer-specific truth.

After saving an Asset in Mobile Capture, Save & Duplicate opens a fresh Capture with reusable classification, equipment, and location values. Unit-specific information—including Serial Number, identifiers, photos, documents, custody, history, and AI state—is reset. A safely parseable Asset Number sequence advances after the highest matching organization number.

Inventory can find Assets using available Asset Numbers, serial numbers, barcodes, QR codes, Manufacturer, Model, status, Site, location, notes, job information, and other supported operational context. Disposed and out-of-service records remain retained records.

Open Asset Detail to review identity, Project memberships, photos, documents, service, custody, history, identifiers, location, status, and notes. Authorized users can choose Edit Asset to update supported fields. Protected lifecycle actions such as disposal and Return to Service remain in their dedicated audited workflows.

Asset photos support the visual record and optional AI identification workflow. Asset documents can include supported files such as manuals, inspection records, registrations, warranties, and other equipment records. Add a title, document type, dates, expiration date, and notes where useful. Documents waiting offline remain queued for synchronization; saved documents require a connection to open. Expiration alerts can appear in Notifications and attention views.

Active, Out of Service, and Disposed describe lifecycle. Needs Service identifies an active maintenance issue, Checked Out identifies open custody, and Needs Attention identifies imported or reconciled information that still requires review. An Expired Document indicator is independent of lifecycle status. Open Asset Detail for the underlying issue or history instead of changing a protected status generically.

Open Asset Detail and use Check Out Asset for an active, available Asset. Job Number is required; job location, expected return, and notes are optional. Only one checkout can be open for an Asset. The assigned custodian or an authorized manager-level user can check it in, and the custody timestamps and notes remain in history.

An Owner or Administrator can formally dispose of a checked-in Asset from the Asset Lifecycle section at the bottom of Asset Detail. Select Dispose Asset, enter the required disposal reason, and confirm the action. DealQuip records the actor and authoritative time in Activity and History, marks the Asset Disposed, and prevents future checkout. Disposal retains the Asset and its audit history; it does not permanently delete the record. If the Asset is checked out, check it in before disposal.

Mobile is $19 monthly or $209 annually and includes 500 managed Assets. Pro is $45 monthly or $495 annually and includes 2,500 managed Assets. Max is $79 monthly or $869 annually and includes 10,000 managed Assets. Annual billing saves approximately one month compared with paying monthly for a year.

Every paid plan supports unlimited users. Owner, Administrator, Manager, Technician, and Read Only roles still determine what each person can access and change; adding users does not change the subscription price.

Mobile has normal operational views but no dedicated reporting or export capability. Pro includes Mobile Reporting / Export in the iOS app. Max includes Mobile Reporting / Export and adds the Full Web Reporting Workspace, alongside the full operational Web workspace for Inventory, Projects, reconciliation, custody, and Service / Maintenance. Mobile and Pro customers can still use Web account administration, Team, Billing, Help, Settings, and legal pages. Web access also remains subject to each user's role permissions.

A 5,000-Asset capacity pack is $15 monthly or $165 annually. Mobile cannot add Asset packs. Pro can add one pack for a maximum of 7,500 Assets. Max can add up to four packs for a maximum of 30,000 Assets. There are no paid-user add-ons.

All retained Asset rows count toward capacity, including out-of-service and disposed Assets. Capture drafts do not count. Permanent deletion is not presented as the normal way to regain capacity.

Monthly and annual subscriptions renew automatically. An Owner or Administrator can manage cancellation through Billing and Stripe's Customer Portal. Cancellation stops the next renewal; access continues through the already-paid monthly or annual term. For new Managed Payments subscriptions, Stripe/Link provides transaction support shown on the Stripe receipt or invoice. Contact DealQuip support for plan, account, access, or product questions. Legacy subscription transaction questions continue through DealQuip support.

Create an account on the DealQuip website, confirm your email, and sign in. Complete your profile, enter the organization name, and choose a monthly or annual plan. Stripe securely handles Checkout. After Stripe confirms an active subscription, sign in to create the first Site and finish workspace setup. If Checkout is canceled, the saved setup can be resumed after sign-in.

A Site is a major operating place such as a yard, shop, office, or facility. An Internal Location is a more specific place within a Site. Owners and Administrators manage organization settings; available actions also depend on the user's assigned role.

Business Units provide an additional organization-managed reference when Assets need that business context. Archiving or making reference data inactive keeps historical links but removes it from new choices. A Project is different: it groups Assets for operational work and does not replace their physical Site or Internal Location.

On Web, open Inventory and choose Add Asset. In the iOS app, open Capture. Enter the useful information available, such as Asset Number, Category, location, Manufacturer, Model, Serial Number, notes, or optional photos. Missing optional information does not prevent a valid Asset from being saved.

Use the email address connected to your individual DealQuip account. Shared accounts are not supported. If you forget your password, choose Forgot Password on the sign-in page and use the newest recovery email. If recovery does not resolve an account lockout, contact DealQuip support.

The workspace provides Capture, Inventory, Projects, Reconciliation, Reports, and Settings according to the current plan and role. Settings contains personal Account options and, for authorized roles, Organization, Sites, Projects, and Team administration. Mobile Notifications can show Needs Service and document-expiration alerts. Push can be enabled or disabled per device; in-app notifications remain available when push is off.

Terms, Privacy, and Privacy Choices are available publicly on the DealQuip website and from Account in the iOS app. An eligible user can request permanent account deletion from Mobile Account settings after reviewing the consequences and resolving any sole-owner, billing, or active-custody blockers shown there. Contact support for organization-level deletion or a request that cannot be completed safely in the app.

Use CSV Import to bring an existing equipment list into DealQuip. Upload the file, map supported columns, review validation results, and choose an optional destination Site, Internal Location, or Project when available. Rows needing attention remain visible for review instead of being silently guessed.

Validation is a dry run: no Assets change until an authorized user confirms the safe rows. Reusable mapping profiles can retain repeated column/value choices. A chosen import-level Site or Internal Location takes precedence over row-level CSV location values. Possible duplicates require an explicit use-existing, create-new, or exclude decision.

DealQuip uses available identifiers to avoid creating conflicting records. The permanent DealQuip Asset ID is protected and is not an editable import target. Invalid, conflicting, or cross-organization identity references fail safely for review.

Projects are optional operational containers for an inventory, import, or reconciliation effort. Use one when a defined group of equipment needs to be gathered, verified, or reviewed together—for example, **Annual Physical Inventory**, **Yard Reconciliation**, or **Acquisition Asset Verification**.

Project membership does not change Asset ownership or permanent identity, and an Asset can participate in more than one Project. A Project is not a required classification for every Asset.

Authorized Owners, Administrators, and Managers can create or edit a Project, define its Site scope and schedule, update its status, and archive it when the work is complete. Archiving retains the Project and history. The Projects directory and Asset Detail show current membership; use **View Project Assets** for the Project-scoped Inventory view.

There are two existing paths:

1. In DealQuip Mobile, open **Home → Import Assets**, choose a CSV, and select an eligible Project as the import destination. Draft, Planned, Active, and Paused Projects can receive imported Assets. 2. On Web, open **Workspace → Projects → Project Details**. Authorized Owners, Administrators, and Managers can assign an existing Asset from the Project Assets section.

Import assignment is additive and idempotent: it does not create a duplicate Asset or remove the Asset from another Project.

Open a Project and choose **Start / Continue Reconciliation**. DealQuip uses the same authoritative Reconciliation workflow, prefiltered to that Project. Existing sessions remain available; starting a new session snapshots the Project's current Asset membership.

Use **Site** and **Internal Location** to record where equipment belongs physically. Use a **Project** to group equipment for temporary operational work. Adding an Asset to a Project does not move it or change its Site.

Reconciliation compares expected organization inventory with what the team finds. A session can be scoped to supported operating context. Field findings include verified equipment, missing Assets, different locations, Needs Review, and Needs Service.

Start from Reconciliation or from a Project's **Start / Continue Reconciliation** action. Choose the supported inventory, Project, or imported source shown in the workflow, create the session, then review its expected Assets. A new Project session snapshots the Project's current membership; it does not import Assets or change Project membership.

Authorized users review and apply supported findings through the Reconciliation workflow. Identity, lifecycle, disposal, and other protected changes continue to use their approved workflows. Applying a finding records meaningful history rather than silently rewriting prior evidence.

A valid Reconciliation Needs Service finding can set the Asset condition to Needs Service while keeping its lifecycle active. Open Asset Detail to review the state and use Return to Service after the work is complete.

Use the session workflow to finish current reconciliation work. If a session should no longer remain actionable, an authorized user can archive it. Archiving removes stale actionable state while preserving the session, findings, and history. It does not delete Assets or silently apply unresolved findings.

Reports is the filter-and-export area for authoritative DealQuip data. Available report families include Inventory, Reconciliation, Activity & Audit, Exceptions & Attention, and Service / Maintenance. Use the displayed date, Asset, Site, and other supported filters, then download CSV.

Mobile has normal operational views but does not include dedicated reporting or export. Pro and Max include Mobile Reporting / Export in the iOS app. Max additionally includes the Full Web Reporting Workspace and its downloadable full-result CSV exports. Max is not required for Pro's Mobile Reporting / Export capability. Report controls vary by family so only meaningful filters appear. Asset, Site, Project, and Reconciliation selectors use server-side search rather than an incomplete first-page list.

Service / Maintenance uses event-time history, including the Site recorded for the event. Completed events can include an individual Service Cost, and the report total adds completed costs without counting opened events twice.

Activity & Audit includes supported custody and change history. Exceptions & Attention uses the qualifying history or finding event date when available rather than an unrelated later Asset edit; undated legacy exceptions are omitted when a date filter is active.

Web CSV exports retrieve filtered rows in stable pages rather than silently stopping at 5,000 rows. Safety limits are 100,000 rows or 50 MiB. If a requested export exceeds a limit, DealQuip returns a clear error instead of presenting a partial file as complete.

An Owner, Administrator, or Manager can mark an Asset Needs Service and must enter an issue note. The Asset becomes out of service with condition Needs Service. Existing custody is not automatically changed, and the issue, actor, Site, and time remain in history.

Use Return to Service under Service Status after the issue is resolved. A resolution note is required and Service Cost is optional. The Asset returns to active and good, while the opened and completed service events remain separate in history.

An Asset cannot be returned to service while it is still checked out. Check the Asset in first, then complete Return to Service. Marking Needs Service does not automatically close custody.

The Service / Maintenance workspace supports operational review. Reports can filter service history and export it to CSV. Completed service costs contribute to Lifetime Service Cost; opened events do not double-count cost.

Use a clear photo of a readable data plate, label, decal, or equipment marking. General unmarked appearance is outside the v1 identification scope. You can enter details manually or replace the photo and try again while identity is incomplete.

Only active Assets can be checked out, and only one open checkout is allowed per Asset. A Needs Service or out-of-service Asset is unavailable. Confirm that the prior checkout is closed and that your role permits the action.

Review the displayed validation message and keep the original file. Do not repeatedly submit if a result is uncertain. Suspected lost data, a report that contradicts authoritative records, or a reproducible product error should be escalated to support.

Mobile can show supported organization-scoped cached field views while offline. Actions marked Pending Sync remain on the device and retry after connectivity returns. Keep the app signed in, reconnect, and allow synchronization to finish before repeating an uncertain submission. Sections that require authoritative live state clearly ask you to reconnect.

Open **Settings → Sync & Uploads** to review field work waiting to sync or requiring attention. Avoid repeating a save or upload while its outcome is uncertain. Mobile cached data remains scoped to the signed-in organization and does not replace authoritative live custody, history, photo, document, or permission checks.

If push is disabled or denied, in-app Notifications remain available. Enable push on the current device and choose Needs Service or document-expiration preferences where available. A notification opens its related Asset or document when the destination remains accessible. If an email link has expired, request or resend a new link and use the newest message.

The public Help Center contains browsable approved guidance. The authenticated Web Help Assistant answers only from that same source and cannot inspect or change organization data. Contact **support@dealquip.com** for a documented workflow that still fails, an unsupported question, or an issue requiring account-specific investigation.

Use password recovery for ordinary sign-in trouble. Contact DealQuip support for unresolved lockouts, payment failures, disputes, refunds, unexpected permissions, security concerns, or destructive requests. The assistant can explain documented steps but cannot modify accounts, subscriptions, roles, Assets, or billing.

Owner and Administrator roles manage the organization and Team. Managers handle operational management, Asset editing, custody, Projects, Reconciliation, and maintenance workflows. Technicians perform permitted field and custody work. Read Only users can view authorized information but cannot make operational changes.

All paid plans support unlimited users, so adding a team member does not add a user charge. Owner, Administrator, Manager, Technician, and Read Only roles determine what each person can access and change. The exact actions available always follow the user's role, organization membership, plan capabilities, and current workflow state.

An Owner or Administrator opens Team in the Web workspace, enters the person's email, chooses the intended role, and sends the invitation. The recipient uses the DealQuip invitation link to set up or sign in to an individual account and join the intended organization.

An invited new user creates a password once, completes the remaining profile information, and enters the existing organization workspace. If setup is interrupted, use the current invitation flow rather than creating another organization. Owners and Administrators can resend an incomplete invitation or revoke it; use the newest link because expired or revoked links cannot be accepted. A DealQuip account already belonging to another organization cannot be invited into a second organization under the current one-organization membership model.

If an expected action is missing, first confirm the user is in the correct organization and has the intended role. Unexpected permissions or cross-organization access concerns should be reported to DealQuip support rather than worked around.