How do Techs modify a Unit/piece of Equipment on a Work Order

Summary

This article outlines how to edit or delete a piece of equipment (referred to as a "Unit" in ServiceBox) directly from within a work order.

Steps to Edit or Delete a Unit:

1. Open the Work Order
   Navigate to the top tab of the work order and tap on “View Job Site” in blue under the Job Site heading.

2. Access Job Site Details
   In the window that opens, tap on “Details” in blue.

3. Open Job Site Information
   The Job Site Information window will now appear.

4. Select the Equipment Tab
   Tap on the “Equipment” tab to view the list of Units linked to this Job Site.

5. Choose a Unit
   From the list, tap on the Unit you want to modify or delete.

6. Edit the Unit
   At the top of the Unit window, tap the pen and paper icon to edit the equipment details.

7. Delete the Unit (Optional)
   Scroll to the bottom of the window and tap the red “Delete Equipment” button if you want to remove the Unit entirely.

8. Save Your Changes
   After editing, be sure to tap Save to apply your updates.

Need Help?
Contact support by clicking the Help button in the bottom corner of your screen when logged in or email us at support@jobboxsoft.com.