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Note: Where a Customer has many Locations, the Equipment should be imported against the Site Customer at which the Equipment is physically located.
Importing Customer Equipment
Equipment can be imported via an Excel Workbook downloaded from the Customer List.
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Ascora will now process the Customers, Contacts and Equipment from the Excel Workbook and created/update the necessary records.
Enabling Pass/Fail tests
Some Equipment only requires a basic Pass/Fail result with comments. This can be enabled under the Administration menu → Defaults.
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Equipment Defect Record – will display only those Equipment who have failed the tests.
Equipment Types
Equipment Types define the Service Intervals for a particular category of Equipment. An Equipment Type can contain many intervals.
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Equipment Grouping – Specify if a Job should be created for each piece of Equipment or if the multiple pieces of Equipment for the Customer that have the same Service Date should be grouped onto a single job.
Automatic Job Creation
Ascora allows you to associate a Stock Location with a User. When they are performing inventory actions, the selected location will then be defaulted to the specified one. For example, you will want to set the Stock Location to the Van driven by a particular tradesman.
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Note: When Jobs are being completed on the Mobile Apps, the Stock used on the Job will automatically be taken out of the default Stock Location.
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