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FAQs

How do you link an asset to a form?
In the form builder you can drag and drop the Asset element into your form and then connect the asset type that you wish to use in your form. You can have m...
Mon, 28 Nov, 2022 at 12:00 PM
How do the jobs and Assets link together? (for each asset type)
The asset table uses the Client, Location and Zone (optional) element/s to populate the Asset table in your form as the job will have these selected so the ...
Mon, 28 Nov, 2022 at 12:02 PM
How do you export a report on the assets?
Assets can be exported through the CRM > Reports > Asset functionality is available to Admin users. 
Mon, 28 Nov, 2022 at 12:05 PM
What is the difference between location and mobile assets?
A location asset is used for assets that are held on a site and the Client and Location selection in a form and they can also be populated through a job.  ...
Mon, 28 Nov, 2022 at 12:39 PM