How to Add an Asset to a Job on the Website

Jamie
Jamie
  • Updated

Please follow this guide to add an asset to a job.

There are four different methods to add an asset to a job.

Method 1 - Via Job search

Step 1) Sign into your web account via the website.
Step 2) Select the three lines icon next to the Navigation Hub.
Step 3) Select the Jobs tile.
Step 4) Select the Job Search tile.
Step 5) Select the Plus icon (+) at the top left of the grid.
Step 6) Complete all the fields as required on the Details tab.
Step 7) Select the Assets tab from the options on the right hand side.
Step 8) There is three asset categories: Job Only, Site/Location and Global.

Job Only - This will list all assets that are currently added to the job your creating or editing.
Site/Location - This will list any assets that are tied to the customer/location combination you have selected.
Global - This will list all assets that are global.

 

Step 9) Just select the Add button on either the global or Site/Location category to add it to the job, it will then appear in the Job Only category.

 

Method 2 - Via Job Planner


Step 1) Sign into your web account via the website.
Step 2) Select the three lines icon next to the Navigation Hub.
Step 3) Select the Jobs tile.
Step 4) Select the Job Planner tile.
Step 5) Find the job you want by filtering the date ranges and then double click on the job. Or if creating a new job, double click on a blank are on the day you want to schedule it for.
Step 6) If creating a new job, complete all the fields as required on the Details tab.
Step 7) Select the Assets tab from the options on the right hand side.
Step 8) There is three asset categories: Job Only, Site/Location and Global.

 

 

Job Only - This will list all assets that are currently added to the job your creating or editing.
Site/Location - This will list any assets that are tied to the customer/location combination you have selected.
Global - This will list all assets that are global.

 

Step 9) Just select the Add button on either the global or Site/Location category to add it to the job, it will then appear in the Job Only category.

 

Method 3 - Via Asset Job Search


Step 1) Sign into your web account via the website.
Step 2) Select the three lines icon next to the Navigation Hub.
Step 3) Select the Jobs tile.
Step 4) Select the Job Asset Search tile.
Step 5) Select the Plus icon (+) at the top left of the grid.
Step 6) If editing a existing job, filter the date ranges and then select edit.
Step 7) If creating a new job, complete all the fields as required on the Details tab.
Step 8) Complete all the fields as required on the Details tab.
Step 9) Select the Assets tab from the options on the right hand side.
Step 10) There is three asset categories: Job Only, Site/Location and Global.

 

 

Job Only - This will list all assets that are currently added to the job your creating or editing.
Site/Location - This will list any assets that are tied to the customer/location combination you have selected.
Global - This will list all assets that are global.

 

Step 11) Just select the Add button on either the global or Site/Location category to add it to the job, it will then appear in the Job Only category.

 

Note: You will need to have permission to add assets on your web account. If you require access and can’t add assets or see the job via the search, then please ask a mpro5 admin to add you so you can see it.

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