Assigning Equipment to Jobs

    

The Equipment page on a job profile allows you to track exactly where your gear is deployed and prevents double-bookings by assigning assets directly to specific tasks. Organising your fleet this way ensures that every machine is accounted for, with clear shift times and collection statuses visible across your operations.

This guide covers:

  • Opening a job profile and navigating to the Equipment page.
  • Adding start dates and optional end dates for ongoing assignments.
  • Setting shift times, recurrence frequency, and specific days of the week.
  • Searching for and selecting equipment from your central register.
  • Adding administrative comments for visibility in the Job Scheduler.
  • Managing equipment status from “To Collect” through to “Returned.”

Your asset tracking and job scheduling are now tightly aligned and transparent.

💡 Power User Insight: For long-term projects or recurring maintenance, you can leave the assignment end date blank to create an ongoing shift. This allows the equipment to remain linked to the job indefinitely, saving you from manually recreating the schedule every week.