Setting up a System

  • Updated

Where there is a type of job which regularly requires the same items of Stock & Equipment, it is possible to create a stock System in the back office, auto-populating the Stock & Equipment tab with those items. To do this, there are 3 steps:

  • Step 1 - Create a System

Navigate to: Stock & Equipment → [left-hand menu] Systems → Create a system + This will open a pop-up window allowing you to create a new System. Once you have clicked Save, another window will open prompting you to add equipment items to the system (use serial numbers to locate items):


  • Step 2 - Edit a Job Type

Navigate to: [Top menu] Profile (icon) Admin Settings [side menu]Schedule Job types Add and tick the checkbox next to 'Systems' entitled 'Use systems with equipment' and then Save:


  • Step 3 - Add a System to a Job

Now navigate: ScheduleNew Job.  Fill in the form as usual. Once you have entered the job type associated with the System you have created, you will find that an additional ‘Systems’ field appears.  Click on the ‘+’ at the right side of that field and add the required System name.  Once the System is added, you will find in the ‘Stock & Equipment’ tab that the equipment items associated with the system have been automatically added: