How do I link client equipment to a Job?

Companies that service or install equipment for their clients benefit from linking that Client Equipment to Job to keep a record of Job History.

Admin should start by creating a Job, fill in the Client and Basic Job Details then select Save & Add Detail.

From Job Details, 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 Job by selecting Add Equipment.

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

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