Field Promax

Attach to Work Orders

Link equipment to work orders so you can track which assets were serviced on each job. Attach, detach, and view equipment history directly from the work order detail page.

Before you start:

How to Access

Open a work order from the Work Orders list and navigate to the Equipment tab within the work order detail page.

Attach Equipment to a Work Order

  1. Open the work order you want to associate with equipment.
  2. Click the Equipment tab.
  3. Click Add Equipment.
  4. In the equipment selection dialog, search for the equipment by name, equipment number, or barcode.
  5. Select the equipment from the results list.
  6. Click Attach to link it to the work order.

Result: The equipment appears on the work order's Equipment tab. The work order barcode is also recorded on the equipment record, creating a two-way link between the job and the asset.

Attach Equipment Using Barcode

If the equipment has a barcode label, you can attach it by scanning:

  1. On the Equipment tab, click Scan Barcode.
  2. Use your device's camera or a connected barcode scanner to scan the equipment label.
  3. The system looks up the matching equipment record and attaches it to the work order automatically.

This method is especially useful on the mobile app, where service providers can scan equipment barcodes on-site.

Track Equipment Per Work Order

Once equipment is attached, the Equipment tab displays:

  • Equipment Name — the display name of the asset.
  • Equipment Number — the serial number or UIN.
  • Custom Field Values — any custom fields configured for the equipment, such as model, manufacturer, or last service date.
  • Notes — any notes added during this work order about the equipment condition or service performed.

Detach Equipment

  1. On the Equipment tab of the work order, locate the equipment you want to remove.
  2. Click the Remove or Detach button next to the equipment entry.
  3. Confirm the removal when prompted.

Result: The equipment is unlinked from this work order. The equipment's overall history still shows that it was previously attached to this job.

Tip: Attaching equipment to every relevant work order builds a comprehensive service history that you can review from the equipment detail page. This is invaluable for warranty claims and maintenance scheduling.

View Equipment History Per Work Order

From the work order's Equipment tab, click on any equipment name to open its full detail view. This shows all work orders where this equipment has been serviced, along with custom field values recorded at each service event.

Next Steps