How to Add an Asset to a Job?

How to Add an Asset to a Job?

Unassociated assets are a useful tool for businesses that need to add resources to jobs without linking them to a customer or organization. By following the steps listed above, you can choose a unassociated asset for a job.

Adding Assets to a New Job

1. Select the Jobs module from the left panel and Navigate to the + Create New Job to create a new job.



2. Fill in all your customer information in the Customer Details section.



3. In the Job Details section, click on the "+ Pick Assets" field to view a list of all available assets for that specific customer. 


4. After choosing “+Pick Assets,” a pop-up will appear.

 To remove the “Associated Assets,” Click the icon 



Add Unassociated Assets

5. Now you can view the unassociated assets and add the list to your Job.

In certain situations, it may be necessary for a business to add an asset to jobs without it being linked to a customer or organization. These unassociated, stand-alone assets can be used to fulfill specific purposes and can still be added to your jobs.



6.   In case you need to filter the associated assets based on the organization or customer, you can use the options: “Filter by Organization” or “Filter by Customer.”



7. Choose the assigned users under the “Assign Employees” tab.



8. View the filled Job details from the “Preview and Save.”

Now click “Save Job” to create a new Job. 



9. The new job is created successfully.


In certain situations, it may be necessary for a business to add an asset to jobs without it being linked to a customer or organization. These unassociated, stand-alone assets can be used to fulfill specific purposes and can still be added to your jobs.

Adding Assets to an Existing Job 

  • Go to the Jobs Listing Page by selecting the 'Jobs' Module in the Menu.
  • Locate the specific job for which you would like to add an Asset.
  • Once the Job Details Page opens, click on the “More Actions” drop-down and select Add Asset.
  • You will see a Choose Asset dialog listing all the available assets associated with that specific customer.
  • Pick the asset you would like to add to the job and click on Add Asset. 




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