Jobs & Scheduling

Step-by-Step: Assigning Equipment to Team Members

Assign equipment to team members in Local Business Pro. Track who has what tools, vehicles, and gear at all times.

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Quick Answer: Find the equipment, click to open details, select the team member from the Assigned To dropdown, change status to "With Team", and save.

Assigning Equipment

  1. Navigate to Operations > Equipment
  2. Find the equipment you want to assign
  3. Click on the equipment card to open details
  4. Find the Assigned To dropdown
  5. Select the team member's name
  6. Change the Status to With Team
  7. Add notes if helpful (e.g., "Issued for HVAC van #2")
  8. Click Save

Assignment Best Practices

  • Assign at the start of employment or project
  • Keep a list of standard equipment per role
  • Update immediately when equipment changes hands
  • Conduct periodic audits to verify assignments

Frequently Asked Questions

Q: Can one piece of equipment be assigned to multiple people?
A: No, equipment can only be assigned to one person at a time. For shared equipment, assign to the primary responsible person or leave unassigned.

Q: What happens when someone leaves the company?
A: Update all their assigned equipment to either unassigned (Available) or reassign to another team member.