In this article, you'll learn how to put one of your rental units on a job when it's dropped off, and how to send it back to the yard when it's picked up. Doing this keeps your yard counts, your map and your availability accurate.

Note: This only appears once Asset Tracking is switched on in Features and you've finished setting it up with your inventory. If a job has no Units on this job section, check that first.

You don't add a quantity of stock to a job. You pick the exact unit that went out, like #12, and you can only pick a unit that's in the yard right now. That way every unit on a job is a real unit in your inventory.

To find the units on a job:

Open the job.
Scroll down past Team. If the job's type moves a unit, you'll see the Rental section first. Units on this job comes right after it, on every job.

Putting a unit on a job on the web

In Units on this job, click the box that says Find a unit in the yard.
A list of the units in the yard drops down. Each one shows its number and its group, like 20 yard.
Type part of the unit number, name or group to narrow the list. If only one unit is left, you can press Enter to pick it.
Click the unit you want.
Click Assign.

Picking a unit from the yard and assigning it

Typing a number on its own never assigns anything. You have to pick a unit from the list. If the box says No units in the yard, every unit is already out.

Once it's assigned, a line under the box shows the count for that group, for example "20 yard: 3 in yard · 5 out · 8 total."

Putting a unit on a job on the phone app

The same steps work on the web when you're on a phone-sized screen.

Open the job and scroll to Units on this job.
Tap Choose a unit from the yard.
In Units in the yard, type in Search by unit number or name to narrow the list.
Tap the unit.
Tap Add.

What happens when you assign a unit

The unit is marked as out, on this job.
It's pinned at the job's address, so your maps show it where it actually sits.
That group's yard count drops by one for the rental's dates, so the unit can't be booked twice.
If the job has a Rental section, it picks up an Out pill showing how many units are out.

On the web, each unit's line also shows its group and how many days it's been on site.

Note: If you mark a delivery job Done without a unit on it, you'll get a Heads up saying no unit number was recorded. The job still closes, but that unit isn't being tracked.

Taking a photo of the unit (web)

On the web, a unit with no picture has a small photo tile on its line. Tap it in a phone or tablet browser to take a picture. The picture shows on the unit right away and uploads in the background, so a weak signal won't lose it. The crop tool opens at the same time so you can frame the unit, then click Use as pin. That framed picture is what shows inside its pin on the map.

Tip: In the crop tool, Illustrate it turns the photo into a clean drawing of the unit before you frame it. It takes about half a minute. Back to the photo undoes it.

Once the unit has a picture, use Photo to retake it.

Moving a unit to a new address (web)

If the customer has the unit moved somewhere else:

On the unit's line, click Move.
Type the new address in New address.
Click Move unit.

Moving a unit to a new address

The pin moves to the new address, and the unit stays on the same job. If the address can't be found on the map, the move still saves but the unit shows without a pin. Moving a unit is only on the web for now.

Bringing a unit back

When the unit is picked up, release it:

On the web, click Release on the unit's line.
On the app, tap Release to yard.

The unit goes back to the yard, its pin comes off the map and the yard count goes back up.

You don't always have to do this by hand. When a pickup job linked to the rental is marked Done, every unit still out on that rental, or on the pickup itself, goes back to the yard automatically, and a Back in the yard message lists them.

Note: A swap works the same way. Put the empty unit on the swap job, and when you mark it Done the full unit goes back to the yard and the new one takes its place on the rental.

Tip: If the job still has recurring billing running, releasing a unit on the web, or marking the pickup Done, asks whether you want to end that billing too. That's always your decision. Billing never stops on its own.

Billing is separate

Putting a unit on a job doesn't charge anything. What the customer pays comes from the rental rate, which is a price book item on the job like any other line. The unit just tracks which one is out and where it is.

Putting a unit on a job