The Klipboard mobile app provides the ability to create or edit details of assets at that client location.
Team Members can quickly record details of each item including any serial numbers, manufacturers, product codes, equipment details as well as a range of other useful details when creating an asset on the mobile app.
Once the Team Member has created the asset, the captured asset data will be synced back and stored against the chosen customer's asset register on the web dashboard.
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Accessing Client Assets Within A Job
Team Members can create or edit assets by tapping the Assets At Location button as highlighted below:
View & Edit Assets
Jobs that have been created on the Mobile App may not have immediate access to the assets already registered for that client location, but they will have the option to Sync Assets as highlighted below. Much like the Sync Jobs button on the Mobile App Dashboard, the Sync Assets button lets the Team Members sync Asset information to their device, providing they have a data connection.
Tapping on 'Assets At Location' or 'Sync Assets', Team Members will be directed to the Assets screen. All Clients Assets that are associated with this location will be displayed.
Team Members can use the search bar provided to search for specific Asset details such as Asset Name, Serial Number & Location and also change the way the assets are displayed to include thumbnail images of each Asset if available.
Team Members can download Asset Information to their device by tapping on the download icon.
Please Note: It is recommended that Team Members who know they are going to be working offline or in areas with limited / no data coverage, sync their devices and download required Assets, Workflow Forms, Documents, etc, prior to going to the job.
Create An Asset
If the Team Member needs to create a new Asset, they can do so by tapping the 'Add Asset' button located at the bottom of the screen.
From here they can add the required information relating to the new Asset (the asset fields displayed will be as configured in the Asset Field settings on the Web Dashboard).
Once the Team Member adds the relevant asset information and taps the 'Update' button at the bottom, the asset is synced to the asset register for that client on the web dashboard and will also be available on the app.
Access further help articles on how to use the functionality of the Klipboard mobile app: