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Manually Attaching Assets to a Work Order

Manually Attaching Assets to a Work Order

Owned by Joseph Yarborough (Unlicensed)
Last updated: Jun 26, 2021 by Chellie Esters

Should you encounter a situation where the work order has not had an asset added to it when the work order was created or if the asset added was in fact not the asset in need of servicing, you can add or change the asset manually.

When complex systems such as, but not limited to, HVAC, refrigerated systems, or electrical are in question, it may not be clear to the individual requesting the service call which asset is in fact the one that needs to be serviced. In these cases, they may leave the asset blank on the work order, or when the tech arrives, they may have to manually change the asset to reflect the correct asset that was in need of servicing.


⦿ How to Add or Change an Asset
  1. Navigate to the work order and tap it.
  2. Scroll to the Asset section, and tap the pencil icon.
  3. On the Assets screen, scroll until you locate the desired asset.
  4. Tap the asset. It replaces the asset previously listed on the work order.

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