Linking Assets to a Job in Manage Assets

Step-by-Step Instructions

1. 

   Navigate to Manage Assets and select an asset type to begin linking an asset to a job.

2. 

   Filter the list by Customer and Site to view only the jobs linked to that specific customer and site.

3. 

   Select the desired job number, click Add Asset, and enter the serial number.

4. 

   Update the work order if needed, then click Save to link the asset and verify the connection in the job record.