Currently, the equipment manager can use the Jobsite Assets Dashboard "Returning" tab to anticipate returns of equipment from jobs, and indicate the actual return date, and to where the equipment moved. However, populating the actual return date, returned to job, and returned to shop fields do not create a transfer entry in Vista. Nor is there a Transfer button available on this form. The manger must return to the equipment dashboard, and then remember the equipment and date(s) to make the transfer. Why is this not an integrated process? At least put a transfer button in the Jobsite Assets Dashboard "Returning" tab.
Allison Murrell
| Company | Quality Enterprises |
| Job Title / Role | President |
| I need it... | 3 months |
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Agreed. Returning or Receiving equipment through Jobsite Assets should generate a Transfer record in Vista.