When several jobs are running at once, equipment gets spread thin and accountability gets murky. Which kit is committed to which job? Is anything double-booked? When a project finishes, did everything come back, or is some of it still sitting on a site you’ve moved on from? Without a way to group equipment by job, these questions are answered by guesswork — and guesswork is how tools get stranded on completed sites and how two jobs end up promised the same generator.
Projects give each job a home for the assets assigned to it, and tie that job to the client it’s for. You get a clear view of what’s committed where, so you can plan around real availability, avoid clashes, and account for your kit cleanly when a job wraps up.
Keep every job’s kit in view
A project record turns a job from an abstract thing into a manageable collection of equipment and dates:
- Assets per project. See what’s currently committed to each job, so you know what’s genuinely available for the next one.
- A link to the client. Every project belongs to the customer it serves, connecting the work, the kit and the relationship.
- Timelines and status. Record start and end dates and a project status, so you can see what’s active, what’s upcoming and what’s done.
Plan, avoid clashes, and account with confidence
Knowing what’s allocated where pays off at both ends of a job. At the start, you can plan realistically, hiring in only what you genuinely lack rather than what you’ve forgotten is already out. During the job, there’s no accidental double-booking of shared kit. And at the end, reconciliation is simple: the project tells you what should have come back, so nothing quietly gets left behind on a finished site.
A typical lifecycle looks like:
- Create a project and link it to its client.
- Assign the tools and equipment the job needs to that project.
- Track it through to completion, then confirm everything’s returned by checking the project’s assets back in.
Best Practice: Check a project’s assigned assets back in as the job closes down. It’s the simplest way to make sure expensive kit doesn’t get forgotten on a site you’re no longer visiting.
For the full guide, see How to Add and Manage Projects.