How to Track Equipment Left at Customer Properties
Track equipment left at customer locations in Local Business Pro using the At Property status and notes.
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
- Open the equipment detail view
- Change Status to At Property
- Add a Note with the customer name and location
- Include expected retrieval date if known
- Save the changes
Finding Equipment at Properties
- Navigate to Operations > Equipment
- Set Status filter to At Property
- View all equipment currently at customer locations
- 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.
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Last updated: February 1, 2025