How do I link client equipment to a Task?

Companies that install or service equipment for their Clients can benefit from linking that Client Equipment to a Task so the Fieldworker assigned to the Task has all the information they need.

Admin should start by creating a Task, fill in Basic Details then select the drop-down menu for all available Equipment for that Client or Site, choose the Client Equipment then select Link Equipment.

Note: Admins can create new Client Equipment on this Task by selecting Add Equipment.

Once the Client Equipment is linked to the Task, Admins will see the basic Client Equipment details from the Task Details.

The Fieldworkers assigned to the Task will see all the details about the Equipment from the mobile app.