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2.13 Track equipment across locations and properties

Written by Support

Goal

See where your equipment is: what's sitting in your locations and what's currently deployed at properties.

Who

Field Manager or Org Admin.

Steps

  1. Open a location's detail page and select the Equipment tab to see the equipment held at that location. It works like the Parts and Tools tabs: you can adjust counts, edit an item's details, and transfer equipment to another location.

  2. For an org-wide view, open the Equipment page from the Field home page. It lists equipment currently deployed at properties alongside what's in your locations, with quantities. Filter by Office, by deployed versus in-location, and by catalog versus ad-hoc; search by name. Click a row for its details.

Notes

  • Equipment with zero quantity is hidden by default. Flip the Hide empty switch off to see it.

  • Equipment is deployed to and recovered from properties by Techs in the mobile app (see 3.6 and 3.7). This page is where you keep an eye on it from the web admin.

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