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. 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', 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.
Accessing Client Assets Within A Job
Find Asset Details by Search
Find Asset Details by Scanning Asset QR Tag
Team Members can download Asset Information to their device by tapping on the download icon or if the QR code tag is scanned the details will be automatically downloaded.
Edit Asset Details
To edit the details for an asset tap on 'Edit' and the asset fields will become editable. Perform the required edits to the asset information and once completed press Save and then press Save & Sync so as the asset details are updated on the web dashboard.
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.