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Who it’s for:TechnicianProject LeadAdmin
Available on:WebMobile
This applies to jobs that use legacy (serial-number) equipment tracking. If you log daily counts instead, see Using codeless equipment tracking.

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Update several units (mobile)

  1. Open the job and go to Equipment Tracking.
  2. Tap Select at the top of the list.
  3. Tap the units you want, or use Select all.
  4. In the bar at the bottom, tap Update.
  5. Choose the Location and Status (Placed, Active, or Removed), and add Additional Notes if you like.
  6. Select Confirm.
Every selected unit gets the same update, dated the moment you confirm. There’s no Time field here, so to log a different date or time for a unit, update it on its own. See Using legacy (serial-number) equipment tracking. If you’ve searched or filtered the list, Select all covers only the units shown.
Update never removes equipment from the job, even with every unit selected. Only Delete does that.

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Delete several units (mobile)

Delete is the other button in the same bar. It removes the selected units and their history from tracking on this job, and it can’t be undone. It needs a connection. Units that haven’t finished syncing are skipped, so delete them once they’ve synced.

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Update several entries (web)

On the job’s Equipment tab (Equipment (Legacy) if your company has switched to codeless tracking), select Bulk Status Update, then select the cells you want to change in the equipment table. Select Set To, choose Placed, Active, or Removed, and select Confirm.