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Equipment Reports - Mobile

Creating Equipment reports on mobile. Editing and managing equipment reports on mobile.

Carrina Jaime avatar
Written by Carrina Jaime
Updated over a week ago

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Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.

In order to create Equipment Reports, users will need Create permissions for the specified report


Adding Equipment to a Project can be done easily using the SiteMax Mobile App. Equipment Profile, Reports, and Attachments can all be managed from your users' mobile devices.

Create an Equipment Report

To create an Equipment Report in the mobile app:

  1. Click the "+ Add" Button in your Project or Company toolbar.

  2. Select "Equipment" and "Add Report" (note: you can also scan your equipment by selecting "Scan Equipment"

  3. Your list of Equipment will appear. Select one.
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  4. You will see your list of Equipment Reports

  5. Select your chosen report and fill out.
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Edit an Equipment Report

Equipment reports exist on the equipment profile. To access an existing equipment report on mobile, access the equipment profile by scanning the QR code or by selecting the Equipment module in the sidebar menu.

  1. Select Equipment

  2. Choose your equipment and click on the Reports tab

  3. Your Equipment Reports will appear. Select the report you wish to edit

Note: You can access all created equipment reports through your Company Reports module


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