Business

EquipDash

by EquipDash Software LLC

Overview

EquipDash connects your rental business to ChatGPT. Manage bookings, check product availability, process payments, track inventory, and generate revenue reports — all through conversation.

Use it to: - Create and manage bookings for rental products and experiences - Check availability and calculate pricing for any date range - View revenue summaries, booking trends, and top customers - Track inventory levels and get low-stock alerts - Manage staff schedules and shifts - Send payment links, process refunds, and apply promo codes - Look up customers and their booking history

123 tools across bookings, products, experiences, customers, payments, staff, inventory, promotions, reporting, and more. Connects securely via OAuth — just authorize your EquipDash account to get started.

Tools

add_booking_note

ChatGPT

Add an internal note to a booking. Use for any comments, reminders, or internal information about a booking.

add_booking_tag

ChatGPT

Add a tag to a booking. Creates the tag if it does not exist.

add_custom_charge

ChatGPT

Add an additional charge to a booking (e.g. damage fee, late return fee, extra service). Only call after user confirms.

add_customer_note

ChatGPT

Add an internal note to a customer profile.

add_to_waitlist

ChatGPT

Add a customer to the waitlist for an experience schedule or rental product.

adjust_store_inventory

ChatGPT

Adjust stock quantity for a store product. Use positive numbers to add stock, negative to remove.

apply_promo_code

ChatGPT

Validate and apply a promo code to a booking. Only call after user confirms.

apply_voucher

ChatGPT

Apply/redeem a voucher as payment on a booking. Immediately applies the voucher — no confirmation step needed.

approve_time_off

ChatGPT

Approve a pending staff time-off request.

assign_guides_to_experience

ChatGPT

Assign one or more guides to an experience availability slot. Returns assigned, blocked (time-off) and warned (no shift covering the time) lists.

assign_staff_to_workshop

ChatGPT

Assign one or more staff members to a workshop job.

attach_checklist_to_workshop

ChatGPT

Attach a checklist template to a workshop job, creating a new checklist instance with all items from the template.

bulk_delete_shifts

ChatGPT

Delete every shift within a date range. Destructive — requires user_confirmed: true.

bulk_update_shifts

ChatGPT

Change start_time or end_time on every shift in a date range.

calculate_rental_price

ChatGPT

Calculate the exact rental price for one or more products over a date range using the system pricing engine. Use this whenever you need total prices — NEVER calculate prices manually.

cancel_booking

ChatGPT

Cancel a booking. Without user_confirmed, returns the applicable cancellation policy and refund preview. Pass user_confirmed=true to actually cancel the booking.

check_bundle_availability

ChatGPT

Check if a product bundle is available for specific dates.

check_experience_availability

ChatGPT

Check available time slots for an experience on a specific date. Returns scheduled sessions with capacity, availability, and pricing.

check_product_availability

ChatGPT

Check if a product is available for specific dates and quantity. Returns availability and estimated pricing for the period.

complete_checklist_item

ChatGPT

Complete a checklist item on a workshop job. For checkbox items pass value '1'. For pass/fail pass 'pass' or 'fail'. For text/numeric items pass the value.

copy_schedule_week

ChatGPT

Copy every shift from one week to another. Both week_start values should be a Monday.

create_booking

ChatGPT

Create a booking for rentals, experiences, and/or store products. Without user_confirmed, the tool returns a preview of what will be created; pass user_confirmed=true to actually create the booking. Store-only bookings (buying physical products) do not require dates. Store products can also be added as add-ons to rental or experience bookings. If any selected product has require_participants=true, or any experience has participants_required=true, participant details must be provided.

create_bundle

ChatGPT

Create a new product bundle. Items can be added later via the bundle editor.

create_campaign

ChatGPT

Create a new marketing email campaign as a draft. The user can refine recipients and send it later.

create_checklist_template

ChatGPT

Create a custom checklist template with items for workshop inspections and maintenance.

create_customer

ChatGPT

Create a new customer. Call this directly when the user confirms they want to create — do NOT search first.

create_email_template

ChatGPT

Customise the subject/body of an existing email template type for the supplier. Email templates are seeded per type — this tool overwrites the editable copy.

create_experience

ChatGPT

Create a new experience/activity. Pricing can be "group" (single price per group) or "participant" (per-person with rate categories like Adult, Child). For participant pricing, first call list_experience_rate_categories to get available rate category IDs.

create_experience_category

ChatGPT

Create a new EXPERIENCE category. Use this when the user wants to create a category for experiences/activities.

create_policy

ChatGPT

Create a new cancellation/reschedule policy. Supports the multi-tier refund schedule used by the supplier portal: pass tiers as an array of {applies_after_hours, refund_percentage, refund_method?} entries (sorted descending by hours). Single-tier "all-or-nothing" policies can omit tiers and pass refund_percentage for back-compat.

create_product

ChatGPT

Create a new rental product. Only name + pricing are required. Do NOT ask for optional fields (description, category, sku, status) — use defaults. Supports flat (single price) or schedule (tiered) pricing.

create_product_category

ChatGPT

Create a new RENTAL PRODUCT category. Use this when the user wants to create a category for rental products.

create_promo_code

ChatGPT

Create a new promo code. Only call after user confirms.

create_season

ChatGPT

Create a new pricing season. Requires Pro plan. Season types: "date" (date range), "time" (time-of-day range), "days" (days of the week only).

create_staff

ChatGPT

Create a new staff member. Only call after user confirms.

create_staff_shift

ChatGPT

Create a new staff shift. Only call after user confirms.

create_store_category

ChatGPT

Create a new STORE PRODUCT category. Use this when the user wants to create a category for store products (merchandise/retail items).

create_store_product

ChatGPT

Create a new store product for sale.

create_support_ticket

ChatGPT

Create a new support ticket. Only call after user confirms.

create_survey

ChatGPT

Create a new customer survey. The user can add questions and publish it later.

create_voucher

ChatGPT

Create a new gift voucher. Only call after user confirms.

create_waiver

ChatGPT

Create a new waiver/form with optional initial fields. The user can add more fields later in the editor.

delete_policy

ChatGPT

Delete a cancellation/reschedule policy along with its tiers and applications. Permanent — bookings already cancelled under this policy retain their refund history.

delete_schedule_template

ChatGPT

Delete a saved schedule template. Destructive — requires user_confirmed: true.

delete_staff_shift

ChatGPT

Delete a staff shift. Only call after user confirms.

generate_cancellation_notes

ChatGPT

Generate the "Cancellation notes" content block for a product, experience, or store product using AI, and save the result to the item. Returns the generated payload.

generate_check_in_details

ChatGPT

Generate the "Check-in details" content block for a product, experience, or store product using AI, and save the result to the item. Returns the generated payload.

generate_health_and_safety

ChatGPT

Generate the "Health & safety" content block for a product, experience, or store product using AI, and save the result to the item. Returns the generated payload.

generate_highlights

ChatGPT

Generate the "Highlights" content block for a product, experience, or store product using AI, and save the result to the item. Returns the generated payload.

generate_itinerary

ChatGPT

Generate the "Itinerary" content block for a product, experience, or store product using AI, and save the result to the item. Returns the generated payload.

generate_restrictions

ChatGPT

Generate the "Restrictions" content block for a product, experience, or store product using AI, and save the result to the item. Returns the generated payload.

generate_what_to_bring

ChatGPT

Generate the "What to bring" content block for a product, experience, or store product using AI, and save the result to the item. Returns the generated payload.

generate_whats_included

ChatGPT

Generate the "What's included" content block for a product, experience, or store product using AI, and save the result to the item. Returns the generated payload.

get_agent

ChatGPT

Get details of a specific Dash Agent including its configuration, tools, trigger settings, and recent run history.

get_agent_runs

ChatGPT

Get the run history for a Dash Agent. Returns recent runs with status, summary, and token usage.

get_ai_credit_balance

ChatGPT

Get the current AI credit balance, including monthly plan credits remaining, purchased credit pack balance, and total available credits.

get_ai_credit_usage

ChatGPT

Get AI credit usage for the current month, including credits used, remaining, percentage used, number of requests, and breakdown by feature (e.g. assistant, descriptions).

get_amount_due

ChatGPT

Get the remaining balance (amount due) on a booking, including payments and voucher redemptions.

get_applicable_policy

ChatGPT

Resolve which cancellation policy applies to a single product, experience, bundle, or store product. Mirrors the widget detail-page hierarchy: specific item → category → all-{type} → all. Returns the policy with its tier ladder so you can show the customer the exact refund schedule before booking.

get_available_guides_for_slot

ChatGPT

Return a grouped picker: which guides are available, partially available (with a shift but a warning), or blocked (time-off, double-booked) for an experience slot.

get_booking

ChatGPT

Get detailed information about a specific booking by ID or reference number.

get_booking_condition_reports

ChatGPT

Get all condition reports for a specific booking. Shows condition assessments logged at pickup and return.

get_booking_demand

ChatGPT

Get per-day rental booking counts and experience session participants for scheduling context.

get_booking_form_status

ChatGPT

Check which waivers/forms are complete or pending for a booking.

get_booking_notes

ChatGPT

Get all internal notes on a booking.

get_booking_stats

ChatGPT

Get booking statistics for a date range. Use "period" for standard ranges (preferred), or start_date/end_date for custom ranges.

get_booking_trends

ChatGPT

Analyze booking patterns — peak hours, busiest days of the week, or daily trends for a period.

get_bundle

ChatGPT

Get detailed information about a product bundle including items and pricing.

get_business_hours

ChatGPT

Get the business operating hours.

get_campaign_stats

ChatGPT

Get performance statistics for an email campaign.

get_checklist_template_detail

ChatGPT

Get full details of a checklist template including all items with their types and criticality.

get_checklist_templates

ChatGPT

List available checklist templates for workshop maintenance. Returns prebuilt templates and supplier's custom templates.

get_condition_history

ChatGPT

Get the condition report history for a specific inventory item. Shows all condition assessments logged at pickup and return over time.

get_customer

ChatGPT

Get detailed customer information including booking history.

get_customer_notes

ChatGPT

Get all internal notes on a customer profile.

get_experience

ChatGPT

Get detailed information about an experience.

get_experience_schedule

ChatGPT

Get upcoming scheduled experience sessions with capacity and availability info. Shows all scheduled time slots across all experiences, with how many spots are booked vs available.

get_form

ChatGPT

Get details of a waiver/form template including fields and assigned products/experiences.

get_form_responses

ChatGPT

List responses submitted for a waiver/form. Returns submitter name (from linked customer or form fields), submission date, and all submitted field values.

get_help_article

ChatGPT

Get the full content of a specific help centre article by slug. Use search_help_centre first to find article slugs.

get_inventory

ChatGPT

Get inventory status for a product. Optionally check availability at a specific date/time range — shows each inventory item and whether it is available or booked during that period.

get_inventory_by_location

ChatGPT

Get inventory breakdown by business location for a product. Shows how many units are at each location with current availability.

get_inventory_report

ChatGPT

Get inventory utilization report showing product performance, availability, and fulfillment data.

get_inventory_status

ChatGPT

Get status of individual inventory items for a product, showing which items are available, rented, or in workshop.

get_late_pickups

ChatGPT

Get bookings with overdue pickups (confirmed but not yet picked up past start date).

get_late_returns

ChatGPT

Get bookings with overdue returns (picked up but not returned past end date).

get_locations

ChatGPT

Get the business locations.

get_low_inventory_products

ChatGPT

Get products with low current availability. Shows products where current available quantity (accounting for active bookings) is below the threshold. This is point-in-time availability for TODAY.

get_low_stock_store_products

ChatGPT

Get store products with low stock levels, including out of stock items.

get_nps_trend

ChatGPT

Get NPS score trend over recent months for a survey.

get_payment_transactions

ChatGPT

List payment transactions for a booking. Shows all payments, refunds, and security deposit transactions.

get_product

ChatGPT

Get detailed information about a product.

get_promo_code

ChatGPT

Get promo code details and usage statistics.

get_revenue_summary

ChatGPT

Get performance snapshot for a date range. Shows sales revenue, bookings in period, bookings received, and breakdowns by rental vs experience. Use "period" for standard ranges (preferred).

get_schedule_insights

ChatGPT

Get scheduled hours, staff count, per-staff hour breakdown, and coverage gaps for a week.

get_shift_history

ChatGPT

View the audit trail for a shift: who created it, every edit, and status changes.

get_staff

ChatGPT

Get staff member details.

get_staff_schedule

ChatGPT

Get staff shifts for a date, optionally filtered by staff member.

get_store_product

ChatGPT

Get details of a specific store product by ID, including variations, stock levels, and images.

get_store_stats

ChatGPT

Get store sales statistics including total revenue, items sold, average order value, and active product count for a given period.

get_stripe_status

ChatGPT

Check the Stripe Connect status for this business. Shows whether Stripe is connected, onboarding complete, charges/payouts enabled.

get_supplier_widget_settings

ChatGPT

Read every widget-configuration field for the current supplier: URL slug, trust badges, default listing mode, timezone display style, tagline, and social share image. Use before update_supplier_widget_settings so you know the current state.

get_support_ticket

ChatGPT

Get details of a support ticket.

get_survey_analytics

ChatGPT

Get NPS score, response rate, and analytics for a survey.

get_top_customer_cities

ChatGPT

Get the top cities customers come from, ranked by distinct customer count. Based on customers who made bookings in the period.

get_top_customers

ChatGPT

Get top customers by bookings and revenue for a date range.

get_top_experiences

ChatGPT

Get top performing experiences by bookings or revenue for a date range.

get_top_products

ChatGPT

Get top performing rental products by bookings or revenue for a date range.

get_top_store_products

ChatGPT

Get top-selling store products by revenue or quantity sold for a given period.

get_understaffing_warnings

ChatGPT

Flag days with bookings but no staff scheduled, and experience sessions missing a guide.

get_voucher

ChatGPT

Get voucher details and usage statistics.

get_waitlist_stats

ChatGPT

Get waitlist statistics: total waiting, notified today, conversions this month, conversion rate.

get_workshop_checklists

ChatGPT

Get all checklists attached to a workshop job with progress and item completion status.

get_workshop_detail

ChatGPT

Get full details of a specific workshop item by workshop log ID. Shows job details, timeline, overdue status, and notes — like the workshop detail page.

get_workshop_items

ChatGPT

List items currently in the workshop (maintenance, repair, etc.).

list_agents

ChatGPT

List all Dash Agents for this supplier. Returns agent names, statuses, trigger types, and run stats.

list_bookings

ChatGPT

List bookings with optional filters. Returns paginated results.

list_bundles

ChatGPT

List product bundles/packages with optional search. Returns bundle details with items and pricing.

list_campaigns

ChatGPT

List email marketing campaigns.

list_customers

ChatGPT

List customers with optional search and date filters.

list_experience_categories

ChatGPT

List all experience categories.

list_experience_guides

ChatGPT

List guides currently assigned to an experience availability slot.

list_experience_rate_categories

ChatGPT

List experience rate categories (e.g., Adult, Child, Senior) used for participant-based pricing. Call this before creating an experience with participant pricing to get the rate category IDs.

list_experiences

ChatGPT

List experiences/tours with optional filters. Returns details including pricing, duration, and capacity.

list_forms

ChatGPT

List all waiver and form templates for the business.

list_items_by_date

ChatGPT

List every experience available on a specific date, grouped with their bookable time slots. Returns the same activity + slot grid the date-first widget listing renders.

list_policies

ChatGPT

List all cancellation/reschedule policies for the supplier with their tier ladders, non-refundable fees, refund methods, and applications.

list_product_categories

ChatGPT

List all product categories.

list_products

ChatGPT

List rental products with optional filters. Returns product details including starting price.

list_promo_codes

ChatGPT

List promo codes with optional search.

list_schedule_templates

ChatGPT

List saved schedule templates.

list_seasons

ChatGPT

List pricing seasons configured for this supplier. Seasons define date ranges, time ranges, or day-of-week rules used for seasonal pricing on products and experiences.

list_staff

ChatGPT

List staff members.

list_store_categories

ChatGPT

List all STORE PRODUCT categories for this business.

list_store_products

ChatGPT

List store products with optional filters. Store products are physical items for sale (not rental products).

list_support_tickets

ChatGPT

List support tickets for the current user.

list_surveys

ChatGPT

List customer satisfaction surveys.

list_time_off

ChatGPT

List staff time-off requests. Filter by staff, status, or date range.

list_vouchers

ChatGPT

List gift vouchers with optional search.

load_schedule_template

ChatGPT

Apply a saved schedule template to a target week.

log_condition_report

ChatGPT

Log a condition report for an inventory item in a booking. If condition is "damaged" on return, the item is automatically sent to workshop.

lookup_barcode

ChatGPT

Look up what a barcode belongs to (product or inventory item).

mark_shifts_open

ChatGPT

Clear the staff assignment on every shift in a date range and mark them OPEN.

move_staff_shift

ChatGPT

Move a shift to a new date, time, or staff member (drag-and-drop equivalent).

notify_waitlist_entry

ChatGPT

Send availability email notification to a specific waitlist entry.

preview_widget_page_meta

ChatGPT

Preview the per-page SEO meta (title, description, Open Graph, Twitter card, canonical URL, robots) that the widget will emit for a given page. Use page_type="item_detail" together with item_id + item_type to preview an experience/product/store-product detail page, or omit them for listing/cart/checkout pages.

process_refund

ChatGPT

Process a Stripe refund for a booking. Requires confirmation. The booking must have a Stripe payment to refund.

record_payment

ChatGPT

Record a manual/offline payment on a booking (cash, bank transfer, credit card swipe, etc). For Stripe online payments, use send_payment_link instead.

reject_time_off

ChatGPT

Reject a pending staff time-off request.

release_security_deposit

ChatGPT

Release a security deposit hold or refund a security deposit charge for a booking. Requires confirmation.

remove_booking_tag

ChatGPT

Remove a tag from a booking.

remove_checklist_from_workshop

ChatGPT

Remove a checklist from a workshop job.

remove_guide_from_experience

ChatGPT

Remove a guide from an experience availability slot.

repeat_staff_shift

ChatGPT

Copy a shift onto one or more target dates (same staff, same times).

run_agent

ChatGPT

Trigger a manual run of a Dash Agent. The agent will execute in the background.

save_schedule_template

ChatGPT

Save the current week as a named schedule template.

search_customers

ChatGPT

Search for customers by name, email, or phone.

search_help_centre

ChatGPT

Search help centre documentation for guides and how-to articles. Returns matching articles with titles, sections, excerpts, and links.

send_booking_email

ChatGPT

Send an email to the customer for a booking. Can send a booking confirmation, reminder, or overdue notification (overdue pickup, overdue return, overdue check-in).

send_customer_email

ChatGPT

Send a custom/freeform email to a customer with an arbitrary subject and body. The email will be rendered inside the supplier's branded email template.

send_form_to_customer

ChatGPT

Generate an access link for a waiver/form for a booking customer. Returns the URL that can be shared with the customer.

send_payment_link

ChatGPT

Create and send a payment link to a customer for a booking. The customer will receive an email with a link to pay online. Requires confirmation.

send_payment_receipt

ChatGPT

Send a payment receipt email to the customer for a specific payment transaction. Requires confirmation.

toggle_agent

ChatGPT

Enable or disable a Dash Agent. Disabled agents will not run on schedule or respond to events.

unassign_staff_from_workshop

ChatGPT

Remove a staff member from a workshop job.

uncomplete_checklist_item

ChatGPT

Reset a completed checklist item back to incomplete.

update_booking

ChatGPT

Update an existing booking.

update_customer

ChatGPT

Update an existing customer. Only call after user confirms changes.

update_experience_category

ChatGPT

Update/rename an existing EXPERIENCE category.

update_policy

ChatGPT

Update an existing cancellation/reschedule policy. Scalar fields (name, description, allow_cancellations, etc.) use standard "omit = preserve" semantics. For tiers and applications: OMIT the key entirely to preserve the existing rows unchanged; pass an ARRAY (including []) to atomically REPLACE the whole set with exactly what you supply (so [] deletes every tier / application). Mixing these two behaviours is the single most common mistake — if in doubt, call list_policies first, edit the returned arrays, and send them back in full.

update_product

ChatGPT

Update an existing product. Only call after user confirms changes.

update_product_category

ChatGPT

Update/rename an existing RENTAL PRODUCT category.

update_staff

ChatGPT

Update a staff member. Only call after user confirms.

update_staff_shift

ChatGPT

Update an existing staff shift. Only call after user confirms.

update_store_category

ChatGPT

Update/rename an existing STORE PRODUCT category.

update_store_product

ChatGPT

Update an existing store product.

update_supplier_widget_settings

ChatGPT

Update any subset of the supplier's widget settings: URL slug, trust badges, default listing mode, timezone display style, tagline, social share image. All fields are optional — untouched fields keep their current value. Call get_supplier_widget_settings first to see the current state.