Adding Stock and Equipment & Creating a System

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If you already know which items of Stock &/or Equipment will be needed on a job, then these can be added by clicking on the 'Stock & Equipment' tab of the 'New Job' popup, toggling between Planned/Actual and Stock/Equipment/Either and then Saved:

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Alternatively, if this 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, which means that those items will auto-populate this tab. To do this there are 3 steps:

  • Step 1 - Create a System Navigate: 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):

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  • 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:

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  • 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:

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