Scheduling & Field Work | Workspace
Manage operations, inventory, assets, and fleet
Track the equipment, stock, vehicles, maintenance, and operational records needed to complete work safely.
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What this section includes
- Operations overview
- Inventory
- Customer and company assets
- Fleet
- Maintenance readiness
Start-to-finish instructions
Open Operations
Review items that are low, unavailable, expired, overdue, or assigned incorrectly.
Record inventory
Add clear names, quantities, locations, reorder levels, cost, and responsible person.
Track assets
Record equipment identifiers, ownership, status, location, warranty, and service history.
Maintain fleet
Keep vehicle, driver, mileage, insurance, registration, and maintenance information current.
Reconcile usage
Connect parts and assets to jobs, correct variances, and review exceptions before purchasing.
What success looks like
- The team can find needed stock and equipment.
- Overdue vehicle or asset maintenance is visible before dispatch.
Common problems
- Do not delete records that explain old jobs or costs; retire them instead.
- Investigate inventory adjustments that do not have a job, purchase, or audit reason.