FAQs
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...
Tue, 11 Apr, 2023 at 3:18 PM
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
Assets can be exported through the CRM > Reports > Asset > Download CSV. Assets can also be exported from Assets > Assets Register &...
Thu, 30 May, 2024 at 12:51 PM
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. ...
Tue, 31 Oct, 2023 at 4:24 PM
All Forms and Jobs linked to that Asset will be shown in the Asset Card. When a Job is created and has a From attached or when a form is completed with...
Wed, 19 Apr, 2023 at 3:55 PM
To view any Assets that have been scheduled they have to be a Mobile Asset and can be viewed in the scheduler when looking at the week view. The Mobil...
Thu, 20 Apr, 2023 at 4:45 PM
You cannot delete an Asset, however you can archive an Asset which works in the same way. To archive an Asset in the Web Portal > Assets > Asset R...
Thu, 16 May, 2024 at 11:32 AM
You can reallocate an Asset to a different client. In the Web Portal > Assets > Asset Register > Select Edit next to the Asset you want to real...
Thu, 20 Apr, 2023 at 4:21 PM
This can simply be done by adding this to a Form and adding the Asset Table. Forms > View Form Templates > Select the form you want to add this to...
Thu, 20 Apr, 2023 at 4:47 PM
Setting up a Zone for an Asset can be done in the Asset Card. Assets > Asset Register > Select the Asset you would like to add the Zone to > Fr...
Thu, 20 Apr, 2023 at 4:23 PM