Before you begin
You must have a work order template with an asset item type on it in order to assign assets to a work order. See the article Creating Work Order Templates for more information.
Once the asset item has been assigned to the work order template, it will appear on the work order when you create one on the app or Web Portal. You will then be able to select any asset from your location on the work order.
Before this will work, you must enter your assets for each location. See the article Adding Assets in Jolt for more information.
Adding the Asset Item to a Work Order Template
Navigate to Work Order Templates
On the Web Portal, navigate to Lists | Work Orders.
Click on the Templates tab.
Select the template
Click on the work order template you want to add the asset item to.
Add the asset item
Find where you want to add the item in the list of items on the left.
Select the item that should come right before the asset item on the list.
Click the Add Item button at the bottom.
Select the Assets item.
Name the item
Complete the prompt text on the asset item.
You may want to name it “Select an asset:” or something similar.
Save the template
Selecting an Asset on a Work Order
Create a work order with an asset item
Log into the Jolt app
Click the blue Plus button to start a work order.
Select the work order type that has the asset item on it.
Enter the summary and tap Create.
Select the asset
Select the new work order..
Tap on the asset item to open the side sheet
You can search for the asset by name after tapping the Search icon on the top right.
On the Web Portal
You can find the asset column and click on the row to show the asset list.
Select an asset
Or, click the work order number link on the left to open the side sheet
Scroll down to find the asset item and click the dropdown box to select