Jobs & Scheduling

How to Track Equipment Left at Customer Properties

Track equipment at customer locations in Local Business Pro. Use At Property status and notes to never lose track of field equipment.

beginner 4 min read equipment property location tracking
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Quick Answer: When leaving equipment at a customer's property, update status to "At Property" and add a note with the customer name and address. Retrieve and update to "Available" when done.

Marking Equipment at Property

  1. Open the equipment detail view
  2. Change Status to At Property
  3. Add a Note with the customer name and location
  4. Include expected retrieval date if known
  5. Save the changes

Finding Equipment at Properties

  1. Navigate to Operations > Equipment
  2. Set Status filter to At Property
  3. View all equipment currently at customer locations
  4. Click each item to see notes with location details

Best Practices

  • Always note the specific location (customer name, address)
  • Set reminders to retrieve equipment
  • Update status immediately when equipment moves
  • Review "At Property" list weekly to ensure nothing is forgotten

Frequently Asked Questions

Q: How do I link equipment to a specific job?
A: Add the job number or customer name in the equipment notes. Equipment can be attached to jobs from the job detail page.

Q: What if I forget where equipment was left?
A: Check the notes on the equipment record. For equipment without notes, review recent jobs for that equipment's last assigned team member.