Equipment Tab in Project Dashboard

🧰 Equipment Tab in Project Dashboard
 

🔍 What It Does

The Equipment tab shows all gear currently assigned to a specific project.

📱 How to Use It

1. Tap into any project via the More > Projects menu
2. Navigate to the “Equipment” tab
3. You’ll see a searchable list of assigned equipment

✅ Tap Any Equipment to:

• View its full equipment profile
• Check its status, attached files, notes, and task history
• Launch actions (e.g., form submission or task creation)

This tab is a shortcut to equipment related to the selected project, making it easy to reference or update while in the field.

📋 Board Cards Tab in Project Dashboard

🔍 What It Does

The Cards tab displays all Board Cards linked to the project — giving you direct access to active work orders or ticketed items.

📱 How to Use It

1. Go to More > Projects > [Select Project] > Cards
2. Scroll through the list or tap any card to open it

🔧 From Each Card, You Can:

• View the full form or checklist inside the card
• Submit new forms tied to that card
• Add notes or make edits (if you have permission)

📌 This is a great way for mobile users to manage cards related to a job without navigating through boards.

💳 Billing Tab (Invoice Forms)

🔍 What It Shows

The Billing tab is a dedicated log of all invoice-type forms submitted for that project.

• If there are no invoice submissions, the list will be empty
• Each entry is view-only — tap to open and review

Use this to verify past billing records in the field.

🧾 Work Orders Tab

🔍 What It Shows

A log of all work order-type forms submitted for the project.

• Tap any form to open it in full
• View details like items serviced, costs, or technician notes

This tab centralizes work history tied to the project.

📑 Other Forms Tab

🔍 What It Shows

A full history of every other form submitted and linked to the project (not invoices or work orders).

• May include toolbox talks, site checks, hazard assessments, etc.
• Use the search bar to find specific form types (e.g., “Inspection”)

📱 How to Use It

1. Tap into Other Forms
2. Use the search field (top) to filter the list
3. Tap any result to open and review the form

🧭 Navigation Recap

From any project in More > Projects, tabs now include:

✅ Outcome

With these final tabs, mobile users can:

• Monitor and manage all project-linked assets and activities
• View historical documentation and job progress
• Submit and review forms specific to work orders and billing
• Stay on top of every form and card connected to a project