Getting Started with EQUIPR CORE

From the login screen to your first job — a complete sign-up & onboarding walkthrough.

🎁 14-day free trial · No credit card required
1

Start from the Login screen

Page: /login
Login screen

What you see

1

Email & Password — existing users sign in here.

2

Sign in with Email submits your login.

3

SIGN UP (yellow) — new clients click here to begin.

4

Forgot password? resets your password. Request a Demo for a guided setup.

New client? Click SIGN UP to start your free trial.
2

Choose your plan

Page: /free-trial
Choose your plan

What you see

1

14-day free trial banner — no credit card needed.

2

Basic — for small teams getting started.

3

Advanced (Most Popular) — adds Reports, Compliance, Timesheets, Messaging, Quotes & Custom forms.

4

Professional — custom pricing & AI; click Request a Demo.

Tip: open Compare all features to see exactly what each plan includes, then click SELECT on your plan.
3

Tell us about your business

Sign-up details
Business details form

What to enter

1

Company Name and Industry (Crane Hire, Earthmoving, Haulage, or Concrete Pumping).

2

First & Last name, Work Email (this becomes your login), and optional Phone.

3

Password — at least 8 characters and 1 number.

4

Tick Terms & Privacy, then click START MY FREE TRIAL.

Your workspace is created and you're logged in automatically — no separate email verification.
4

Onboarding · Your Assets

Wizard · Step 1 of 5
Onboarding — Your Assets

What to do

1

The progress bar shows the 5 setup steps.

2

Add custom asset type if yours isn't listed, then tap +.

3

Under Add Your Assets, pick a type and enter an Asset ID (e.g. CRANE-01).

4

Add Another Asset for more, then Next.

5

Onboarding · Your Operators

Wizard · Step 2 of 5
Onboarding — Your Operators

What to do

1

Type each operator / driver's name.

2

Add Another Operator to add the rest.

3

Click Next to continue. (You can add full details later.)

6

Onboarding · Your Customers

Wizard · Step 3 of 5
Onboarding — Your Customers

What to do

1

Add at least one customer so you can create your first job.

2

Tip: add just one for now — import the rest from Xero / MYOB / QuickBooks after setup.

3

Match the customer name spelling exactly to your accounting system so records link.

4

Click Next.

7

Onboarding · Create your first job

Wizard · Step 4 of 5
Onboarding — Create your first job

What to enter

1

Customer and Asset Type (from what you just added).

2

Location — start typing the address and pick a suggestion.

3

Date (defaults to today) and Start Time.

4

Add a Description, then click CREATE JOB.

8

You're all set!

Wizard · Step 5 of 5
Onboarding — You're all set

What happens next

1

A summary shows the assets, operators & customers you created.

2

A setup-tips email is sent to your inbox.

3

Click GO TO DASHBOARD — you'll land on the Getting Started checklist, then your workspace.

What to do next

Your free trial runs for 14 days. Finish configuring your workspace whenever you're ready.

Invite your team
Add admins, dispatchers & set up operator mobile access.
Connect accounting
Link Xero, MYOB or QuickBooks to import customers.
Add the rest
Bring in your remaining assets and operators.
Explore
Schedule, Jobs, Dockets & Quotes.