Use the below-listed information to assign an equipment asset to a specific crew member for recordkeeping from the Start/Stop Work screen.
Configuration requirements
These requirements must be met to add time to an equipment item from the app.
- Allow Equipment Time Reporting must be enabled on the details screen for the route associated with the work ticket.
- The equipment item must have the Allocate from Mobileadministrative function enabled.
- Best Practice Tip: The purchase and allocation units should be specified as hours.
Instructions
1. After ensuring the above-listed requirements are met, select the equipment selector button underneath the crew member name to which you want to associate an equipment item on the Start/Stop Work screen.
2. Select the equipment asset from the Select equipment screen.
- Remember to associate an equipment item with a crew member before selecting Start Work.
- The Select equipment drop-down will contain equipment included in the opportunity or as a subcontractor expense associated with the work ticket.
3. Select the Back button to return to the Ticket details screen.
Keep in Mind
- Equipment is allocated to a job based on the time spent and the unit price designated in the item catalog.
- This feature is not available for all users. If you do not have the option to associate equipment with a crew member, reach out to an administrator to see if the feature is supported for your company.
