Add Assets and Equipment Items to Jobs

Adding Assets and Equipment Items to Jobs

When you use an Asset or Equipment item on a Job it can be tracked through Contractor Workspace. 

In Assets/Equipment you can add Items to jobs so you can track where your items are and what they are costing you on jobs. 

From within the Job select 'Assets/Equipment' in the Job Menu.
 

Use the New Item button in the top right-hand corner to add the item.

Note - Any existing items being used will show on this screen as a list. 

  Complete the form with the details for the asset being used.
 

Status - In Possession when you are using the item on site.
Type - Asset/Equipment, Hire or Support are the options in the drop down to select.
Requested By - The user taking or using the asset.
Request Description - Text field for information about what and why it is being used.
Asset/Equipment Item - Use the search to select the item from your Resources
Quantity - How many are being used.
Instructions - Text field for what is required.
Take Possession - Date field for when the item is being put on site.
Return Date - Date field for when the item should be taken off site.
Cost Rate Type - use the drop down to select, Day, Week, Month, etc
Cost Rate - Type the rate value e.g. £50
Cost Rate Qty - number of type selected above, e.g. 5 for 5 days on site.
Charge Out tick box - tick this to show and enter charge out rate.
Select the Charge Rate Type, enter Charge Rate and Charge Rate Qty.
Notes - Text field for any notes.

 
There is an Approval function available where this can be defaulted to Pending so a user checks/approves the request.
 

Then click Save to add the Asset to the job.
  

You will now see the Asset in the list.