Job Site Tracking | Sign Equipment In/Out
Job Site Tracking is an Enterprise-level feature released with version 3.0.2. With this feature you can sign equipment out to a job site and view a list of all units that are signed out to that site. You can also sign equipment out to individual employees for tracking purposes. Please review the information below to learn how to use this feature.
Setting Up A Job Site
To create a new Job Site, click the gear icon on the top right and choose Job Sites.
This will bring you to the Job Sites list. Click the blue New button on the top right to create a new site.
Here you can enter in the Name of the job site. The other fields are optional. Press Save when finished.
Now your new job site is in the list and can be utilized.
Signing Out Equipment To A Job Site
On your equipment list, click the Action gear on the right and choose Sign Out.
Select the job site this equipment will be signed out to. Designate the date, time, and odometer reading of the unit at the time of the sign out. Entering an Assignee is optional.
Pressing the Save button will bring you back to the equipment list.
Signing Equipment Back In
Once the equipment is no longer at the job site we will need to tell the system that the equipment is signed back in. To do this, click the Action gear for the equipment and choose Sign In.
Enter in the date, time and meter reading for the equipment as it is signed back in. Press Save to complete the sign in process.
Now the unit is available to be signed out to another job site.
Bulk / Multi Sign In/Out
You can sign multiple units out or into a job site at the same time from the equipment list. From the equipment list, use the selection box on the left to check multiple units.
On the top you will see a blue bar when this is done. Click the Sign Out or Sign In button to apply that action to all selected units.
Viewing Job Site History And Expenses
Whenever a unit is signed out or signed in, an entry is made in the equipment's history and in the job site's history.
To view the equipment assignment history, click the unit on the equipment list. Click the History tab. and choose the Assignments category. All assignments will show up in a list underneath.
To view assignment history for the entire Job Site, click the Gear icon on the very top left and choose Job Sites. Click the name of the Job Site. Click the Equipment tab to view assignment history.
You can also click on the Expenses tab to show costs associated with the Job Site. At this time, only General Expenses associated with the unit and Part line-items added to a Work Order will show here. Please note that the entire Work Order cost will not show up here as an expense, only the part line items.
You can click the button to the right of the search box to print the expense list or export it to a spreadsheet.
Closing A Job Site
If you are done with a job site you will need to sign all of the equipment back in. Instead of doing this individually you can close the job site to automatically sign all units back in.
To do so, open up the Job Site Management screen via the Gear icon on the top right. Click on the job site name you wish to close. Then, click the gear in the gray box next to the Edit button on the top right. Choose Close.
You will get a pop-up asking to confirm the closure. Pressing OK will sign all of the equipment back in using today's date.
Signing Equipment Out To Employees
You can also sign equipment out to an employee instead of a job site. To do this, cilck the Action gear for the equipment and choose Sign Out.
On the Sign Out screen, leave the Job Site box empty and enter in an Assignee only.
As the equipment can only ever be signed out to any one entity at a time, this would be a way to 'reserve' equipment, or to indicate that the equipment is being used at this time.
Deleting An Assignment
You can delete an accidental sign in/out either through the equipment's Assignment history, or through the Job Site Management screen's history.
Click the Delete button on the bottom to remove the entry.