Employees, locations, fleet and transfers

Add New Employee#

Where · Dashboard → Company Management → Employees → add.

• First Namerequired — —
• Last Namerequired — —
• Phone Number — Used by the reminder buttons in the console.
• Department — From the vocabulary.
• Job Title — From the vocabulary. Defaults to WORKER.
• Details — Free text: crew, shift, notes.
• Photo — Appears at every handover — the cheapest check that this is the right person.

The employee list#

Where · Dashboard → Company Management → Employees.

Search, and on each row how many items that person holds. You can see at a glance who is loaded up.

An employee's inventory#

Where · From the employee list, tap the person.

• What they hold now — Individual tools plus allocated quantities.
• Holdings sheet — A PDF of everything in their name. The document for when somebody leaves.
• History — Every handover and return, with the records.
• Active / inactive — Inactive removes them from handover lists but keeps the paperwork.

ADD WAREHOUSE / ADD SITE#

Where · Dashboard → Company Management → Locations → add.

The title changes with the type chosen at the first step.

• Fixed location typerequired — Warehouse or site. Vans are added from the fleet area.
• Namerequired — „Central Warehouse", „Residence Project".
• Code / registration — Optional.
• Physical address — Optional.
• Capacity (item count) — Optional. When set, the list shows a colour-coded occupancy bar.
• Supervisorsrequired — One or several. They hold the right to move what is there.
• Active location — Can receive transfers and equipment. Switched off, it leaves circulation.
• Documents with deadlines — Permits, contracts. The same alerting as vehicles.

A location's details#

Where · From the location list.

• Contents — Tools, consumables and materials held there, by category.
• Transfer — Send goods to another location — chapter 09.
• Remove items — Bulk removal, with mixed selection and quantities.
• Blitz stocktake — On this location. Pro
• Audit — A check against a list: present, missing, damaged. Plus
• Project Costing — Sites only: immobilised value and the consumption estimate. Pro
• Demobilise — Sites only. See below.
• History — Everything in and out, with a date-ranged PDF export.

Site Demobilization#

Where · A site's details → demobilise.

• Receiving warehouserequired — Where the site's goods go back to.
• Demobilization PDF report — Downloaded at the end. The proof the site was handed back empty.

ADD VEHICLE#

Where · Dashboard → Company Management → Fleet → add.

A van is a location plus the vehicle's data. Plus

• Name / registrationrequired — —
• Make, model, year, chassis number — —
• Supervisors — As with any location.
• Documents & Validity — A free list: name, expiry date, optional cost. Templates for 11 countries.
• Operational / broken — A broken vehicle leaves circulation.

A vehicle's details#

Where · From the fleet list.

• Contents — The goods in the van, as with any location.
• Fuel log — Consumption, with date and quantity.
• Send to service — Reason, description, provider, destination.
• Close the job — Cost and notes. Pro
• Documents — With the expiry traffic light: orange under 30 days, red under 7 or expired.

Transfer items#

Where · A location's details → transfer.

• Itemsrequired — Tick the tools; for stock give the quantity. Types can be mixed.
• Destinationrequired — Any other location of the company.
• Sender's signaturerequired — Given at creation. Plus

Transfers#

Where · Dashboard → the transfer banner, or from the locations area.

• Incoming — What is coming to your locations: accept with a signature, or refuse.
• Outgoing — What you sent and is awaiting acceptance.
• Transfer record — On completed transfers, with both signatures.