Getting Started with T3

Start here to learn how to set up your T3 account and add users, groups and assets.

Breanne Cassidy avatar
Written by Breanne Cassidy
Updated yesterday

Welcome to T3 

T3 is a fully integrated suite of apps to connect construction workflows and data.

Here you’ll find quick links to Help Resources and learn how to get started with T3 by setting up a new user account and adding users, groups, and assets. 

Helpful Resources

Our construction technology solutions help you get more work done at the jobsite, and our dedicated T3 Support Team answers your questions to help you keep things moving. 

  • Click the chat icon from anywhere in T3 which will directly connect you with our Support Team.

  • Click the question mark icon in the top navigation bar to view the Help Center full of many articles and answers.

Setting up your T3 account

The first step to setting up your T3 account is to check your email at the account address you’ve provided to the T3 team. You should receive an email with a username and a link to set up your account within T3 

To activate your T3 account, click the link in your Welcome email. The link should take you to the login page.

Log in with the email address you’ve provided to the T3 team; this should be the same email address associated with your Welcome email.

NOTE: Are you an employee of a company trying to set up your individual EquipmentShare T3 account? The Manager of your company’s account can add you as a user.

Once you’ve established and confirmed your T3 account, download Link, our mobile app for T3. Or if you're a rental customer, download the Rent mobile app.

Link mobile app helps you take full advantage of all T3 has to offer and manage your fleet from your mobile device wherever you go. The Rent mobile app allows you to reserve, schedule, and manage your EquipmentShare rentals.

Adding Users to Your T3 Account 

You’ll want to add Users to your T3 account so your team can easily access data. 

To add a user to your T3 account, you must be a Company Owner or Manager.

  • Navigate to the Fleet web app by selecting the app drawer from the navigation bar and select Fleet.

  • Click Company from the navigation menu on the left. 

  • Then, select the Users tab, then select Add User. Or if adding multiple users, use the Bulk Add Users button.

  • Complete the user’s information form by including the user’s name, phone number, etc. Click Create when you’re done, and you should receive a confirmation notice that the user has been successfully created.

NOTE: A User role will not have access to viewing assets. Only users assigned to a Group with assets will have access. A Group is created by a company Manager or Owner, and it combines assets, users, and Geofences. For help on creating and editing Groups, see our section below on Groups.  

Creating a Group in T3

A Group combines assets, users, and Geofences, and a Group must be created by a company Manager or Owner. 

Think of a Group as containing the assets that will be used on a specific project and within a specific jobsite (in T3 a jobsite can be considered a Geofenced location). 

You’ll assign the Users who will be working on that specific project to that Group. These Users will have viewing access to the assets and Geofence of that Group in T3. 

A Group must be created before you assign more Users from your team to a specific group. Remember, a Group combines assets, users and Geofences. 

  • Navigate to the Fleet web app by selecting the app drawer from the navigation bar and select Fleet.

  • Click Company on the left navigation menu.

  • Then, select Groups at the top

  • Select the Create Group button. 

  • Then, you’ll enter the Group Name and then click Create Group

  • Once saved, the Group will appear in the Group dropdown field. 

Now that your Group exists, you’ll want to add Users to it.

Adding a User to a Group

A Group must be created before you assign more Users from your team to a specific group. Remember, a Group combines assets, users and Geofences. Only Managers and Owners can add users to a group.

  • From the Groups tab within the Company dashboard, make sure the Users tab is selected across the top.

  • Locate the group for adding users by selecting from the Group dropdown field.

  • A list of Ungrouped Users will appear on the left. Find the User you wish to add to the Group, and click the plus sign + next to a User to add them to the group.

  • Select Save Users to Group once you’ve added the Users you want to the assigned Group. 

Add Assets to T3 Account

To begin tracking your assets, you’ll first need to provide a detailed list of assets and upload them to your T3 account. Assets can include equipment, vehicles, rentals, buckets, and attachments. There are two ways to add an asset in T3, including a bulk upload method.

Add an Asset to T3 Individually

Go to your T3 dashboard, and from the navigation menu at left, select the Add Assets button. List your asset by filling out the form with asset detail information and a photo. When complete, click Select Asset.

Add Assets

  • From the left navigation menu in the Fleet browser app, select Assets

  • Select Add Asset.

  • Complete the List Your Asset form.

  • When completed, click Save Asset

Adding Assets in Bulk

To add a list of assets to T3, you must be a company Manager or Owner. Adding assets in a list format or in bulk is the most efficient way to add assets. To make sure this is smooth sailing, prepare your list of assets in a .CSV file.

  • From the left navigation menu in the Fleet browser app, select Assets.

  • Click Bulk Add.

  • Select the Download sample CSV file (recommended) for Equipment or Vehicles, depending upon what you are loading to the system. A sample file will download.

  • After downloading the empty template, complete the template with your list of assets and details.  

  • Once the asset information has been completed in the spreadsheet, click File, then Save and be sure to keep it in a .CSV format. 

  • Return to the Bulk Create Asset form and select Choose File. Locate the .CSV file, and click Upload

    • If any issues are noted, you'll need to correct those.

  • The assets have been added to your company's EquipmentShare T3 portal and can be found in the Assets table.

Creating a Geofence

A Geofence is a virtual boundary that you can set around jobsites, fueling stations, offices—anywhere—and alerts will notify you via email when one of your assets enters or exits the Geofence you created.

How to Create a Geofence

  • From the Fleet web app, select Geofences from the left navigation menu. 

  • Select Create geofence from the top right. Or if you have multiple Geofences to add, select the Bulk Add button. For more information on how to Bulk Add geofences, check out this article.

  • Enter the address for the Geofence location in the Search Map field. Press Enter. Note: The location can be zoomed in or out from the + / - icons on the right side of the map. 

  • Select Create Geofence.

  • Select the shape for your Geofence. 

  • Draw your geofence. 

  • Name the geofence and select a color. Select Save.

  • Select within the geofence to redraw or edit.

Adding Geofences to a Group

Before you can assign a geofence to a group, it must first exist in T3.

  • Select Company from the left navigation menu of T3 Fleet.

  • Select the Group tab.

  • Make sure the Geofences option is selected.

  • Locate the group for adding users by selecting from the Group dropdown field.

  • From the All Geofences section on the left, click the + icon next to a geofence to add them to the group.

  • Select the Save geofences to group button once you are done.

  • The geofences will be saved to the group.

Interested in getting started with T3's fleet management solution for your owned fleet? Find out more and request a demo.

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