Turn the spreadsheet your team already uses into a live Guardzy register.
Jeremy uses a Plant & Equipment workbook for a property development team to show how to import existing information, check the fields Guardzy suggests, make a few useful changes, and create a working register with all eight records ready for the team.
In this tutorial, you will learn how to:
- Review an existing Plant & Equipment workbook before importing it
- Name the register and choose an equipment icon and orange colour
- Upload the Excel workbook and review all eight equipment records
- Check and edit Guardzy’s suggested field names and field types
- Add Purchase Cost as a number and Commissioned Date as a date
- Create the live register and review the imported records and fields
Presented by Jeremy Santos