Note: This can be done at any point in the job lifecycle up to when the job is priced.
- A job is booked and allocated to a Truck & Driver. If the user then needs to allocate Equipment to the job, the user can open the Job Details Screen and selects the Asset Management tab.
- This page will show the currently allocated Fleet Assets on the job (and the status). In the example above, the job is pre-allocated to a vehicle.
- The user can then scroll down on the page to view “Additional Equipment”.
- To allocate additional equipment to the job, the user presses the menu option on the right of the Additional Equipment section (3 vertical dots) and selects “Add Equipment”.
- The user is then presented with all the current Equipment Hire Fleet Asset contracts to select from and clicks the “Allocate” button to allocate to the job.
- The Equipment is now assigned to the job and can be seen in the Asset Management Tab of the Job Details Screen.
- The job can then be completed as usual by the Driver.
Removing Equipment from a Job
- The user can remove equipment from jobs by pressing the “Deallocate” button to the right of the Equipment that is on the job.
- A confirmation box will appear asking the user to confirm they would like the equipment removed from the job.
- The user can then add equipment onto the job following the above steps.