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Operations

Run the yard and the schedule: the calendar, jobs, scaffold map, inventory and stock, locations and transfers, lost and damaged equipment, scrap sales, shipments, dispatch and trucks, and location performance.

85 lessons · 92 min
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  1. 1Operations: overviewOverviewComing soon
  2. 2Calendar: a tourPage tour75 sec
  3. 3Team board: a tourPage tour75 sec
  4. 4Jobs: a tourPage tourComing soon
  5. 5How to find a job or see my jobs on a mapHow-toComing soon
  6. 6How to create a new jobHow-toComing soon
  7. 7How to change a job status or its storm readinessHow-toComing soon
  8. 8How to edit a job, and what do its fields meanHow-toComing soon
  9. 9How to organize scaffolds into areas on a jobHow-toComing soon
  10. 10How to put a site plan or drone image on the job mapHow-to55 sec
  11. 11Why don't I see the Scaffold map, scaffolds, areas or tags on my jobsHow-to58 sec
  12. 12Scaffold map: a tourPage tour2 min
  13. 13How to add a scaffold to a jobHow-toComing soon
  14. 14What does each scaffold status meanHow-toComing soon
  15. 15How to move a scaffold to the next stage (approve, schedule, erect, dismantle)How-toComing soon
  16. 16How to change a scaffold tag color by handHow-toComing soon
  17. 17How to record a modification to a scaffoldHow-toComing soon
  18. 18How to scan a scaffold tagHow-toComing soon
  19. 19Inventory: a tourPage tour2 min
  20. 20How to receive new purchased stockHow-to58 sec
  21. 21How to write off stock or move it between Available, In repair, Reserved and LostHow-to63 sec
  22. 22How to check if I can supply a quantity on a given dateHow-to53 sec
  23. 23Item catalogue: a tourPage tour77 sec
  24. 24How to add a new item to the catalogueHow-to56 sec
  25. 25How to find or filter items and export the catalogueHow-to58 sec
  26. 26How to print bin labels for itemsHow-to55 sec
  27. 27Stock by location: a tourPage tour2 min
  28. 2812-week forecast: a tourPage tour84 sec
  29. 29Assets: a tourPage tour82 sec
  30. 30How to send an asset to repair, quarantine it, mark it lost or retire itHow-to53 sec
  31. 31How to print a QR tag for an asset and scan itHow-to56 sec
  32. 32How to record an inspection on an assetHow-to54 sec
  33. 33Servicing queue: a tourPage tour75 sec
  34. 34How does the Servicing queue work and how do I mark service completeHow-to55 sec
  35. 35Kit templates: a tourPage tour77 sec
  36. 36What are kit templates and how do I create or change oneHow-toComing soon
  37. 37Stock counts: a tourPage tourComing soon
  38. 38How to do a stock count (cycle count or full stock take)How-to56 sec
  39. 39Locations: a tourPage tour78 sec
  40. 40What do multiple locations give me, and how do I add oneHow-toComing soon
  41. 41Damage review: a tourPage tour87 sec
  42. 42How to review lost and damaged charges (Damage review)How-to55 sec
  43. 43How to add a lost or damaged charge by handHow-to51 sec
  44. 44Stock transfers: a tourPage tour76 sec
  45. 45How to move stock from one location to anotherHow-to57 sec
  46. 46Re-rent register: a tourPage tour2 min
  47. 47How to re-rent the items I am short ofHow-to54 sec
  48. 48What is the Re-rent register and how do I record equipment hired in from another companyHow-to63 sec
  49. 49Lost & damaged: a tourPage tour78 sec
  50. 50How to log lost or damaged items on a returnHow-to60 sec
  51. 51Lost & damaged report: a tourPage tour79 sec
  52. 52Lost & damaged prices: a tourPage tour86 sec
  53. 53Shipments: a tourPage tour2 min
  54. 54How to reserve stock and create delivery tickets from a designHow-toComing soon
  55. 55What do the ticket statuses mean (Scheduled, Picking, Loaded, In Transit, Completed, Cancelled)How-toComing soon
  56. 56How to create a delivery ticketHow-toComing soon
  57. 57How to schedule a return (pickup) ticket, including a partial returnHow-toComing soon
  58. 58How to sell items or consumables to a customerHow-toComing soon
  59. 59What is an off-rent call (Pre-return) and how do I record oneHow-toComing soon
  60. 60How to find tickets and export or print themHow-toComing soon
  61. 61How to pick a ticket and choose serial numbersHow-toComing soon
  62. 62How to move a ticket to Loaded and In TransitHow-toComing soon
  63. 63How to complete a delivery with proof of delivery (signature, photo)How-to59 sec
  64. 64How to check in a return (good, needs servicing, damaged, missing)How-to55 sec
  65. 65How to print the load list for a truckHow-to56 sec
  66. 66How to fix quantities on a completed ticket (correction ticket)How-toComing soon
  67. 67Warranty & callbacks: a tourPage tourComing soon
  68. 68Count differences: a tourPage tourComing soon
  69. 69Dispatch board: a tourPage tourComing soon
  70. 70Truck tracking: a tourPage tourComing soon
  71. 71What do I set up before drivers start sharing tripsHow-toComing soon
  72. 72Trucks: a tourPage tourComing soon
  73. 73How to do the pre-trip truck inspection (DVIR)How-toComing soon
  74. 74Trips & mileage: a tourPage tourComing soon
  75. 75Driver app: a tourPage tourComing soon
  76. 76How does a driver use the Driver app during the dayHow-toComing soon
  77. 77Hoists & equipment: a tourPage tourComing soon
  78. 78How to register a new hoist, swing stage or other equipment installationHow-toComing soon
  79. 79How to log an inspection, load test, repair or certification on an installationHow-toComing soon
  80. 80Why is a unit Out of Service and how do I put it back in serviceHow-toComing soon
  81. 81How to change the wind limit for one installationHow-to55 sec
  82. 82Shoring: a tourPage tour81 sec
  83. 83How to add a shoring layout and what do the load figures meanHow-to55 sec
  84. 84Why can't I mark a shoring layout as Stripped (engineer removal sign-off)How-toComing soon
  85. 85Labour budget alerts: a tourPage tour78 sec