To schedule equipment use for a customer job, you can calendar assets equipped with a powered asset gateway (AG) using the Asset Schedule Jobs report (Reports ( ) > Assets > Asset Schedule > Jobs). You can view, schedule, and edit assets for specific jobs and assignments with the Asset Schedule Assets report (Reports ( ) > Assets > Asset Schedule > Assets).
When you create or edit a job, you can manually update the job status to provide a visual indication of the job progress:
-
Pending (Orange): Pending assignment of specific assets.
-
Scheduled (Blue): Specific assets are assigned to the job.
-
On-Site (Green): Assigned assets are on-site.
-
Completed (Black): Job is complete.
-
Select + Add job .
-
Input the job name and time frame.
-
(Optional) You can add details to the job such customer information, address, asset name and type, job status (Pending, Scheduled, On-Site, Completed), or provide job notes.
You can use existing tags, such as flatbed trailer or crane, to reserve an asset type for a future date without assigning a specific asset.
-
Click Save to add the job to the schedule.
-
Select the job from the Jobs report to edit the job details.
After you assign an asset to a job, the job displays on the Gantt chart.
To view both historical and future asset schedules:
Comments
0 comments
Please sign in to leave a comment.