Purpose

This reference aid is designed for Super Users, Dispatchers, Inventory Managers, and Field Technicians of the AgileField Control Tower and AgileField Mobile Application to convert Serialized Inventory to Equipment on a job and view the transactions.


The Feature Flag for Converting Inventory to Equipment must be on to utilize this functionality.  Please contact AgileField Client Services if you would like to enable this feature.


Converting to Equipment on Mobile App

Adding Serialized Inventory to the Job

To add Serialized Inventory to a job:

  1. Navigate to the Work tab on the job.

  2. Swipe into the Serialized Inventory Activity and select View.

  3. Select Add Item.

  4. Select the Vehicle or Warehouse you want to pull the inventory from.

  5. Select Next.

  6. Select the Serial Number for the inventory you want to add.

  1. Select Submit.

  2. A success message will be displayed.

  1. To convert this Serialized Inventory to Equipment, see below...


Converting Inventory to Equipment

Your company may use this feature if you sell Inventory to your Customers and continue to service it out in the field.  In this scenario, we will convert the Inventory to Equipment to relieve your inventory and start creating job history against that piece of Equipment.

To convert Serialized Inventory to Equipment, first reference the steps above in Adding Serialized Inventory to a Job, then follow the steps below:





  1. Select Convert to Equipment.



  1. Select an Equipment Type.

  2. Select Next.





  1. Review the new Equipment details.

  2. Select Submit.




  1. A success message will be displayed.

  2. Select OK.

  1. The Serialized Inventory will be displayed and present on the current job. 

  2. The new Equipment will now be visible on the job as well, see below...



View Equipment on the Job

When Serialized Inventory is converted to Equipment, it will now be visible on the job a user is working.  This way, the job history will remain intact and a user can add notes, custom fields, or attachments to the newly created Equipment.

First reference the steps above in Converting Inventory to Equipment, then follow the steps below:

  1. Navigate to the Work tab on the job.

  2. Select View Equipment.


View Conversion on Control Tower

Inventory Transactions Search

To view the new Inventory Transactions created in the steps above, use the following steps:

  1. Select Inventory along the top of the Control Tower.

  2. Select Inventory Transactions Search.

  3. Enter search criteria.

Example: By date to include the last week.

  1. There will be two Inventory Transactions for the Inventory to Equipment conversion:

    • Transaction 1: Transferred to Customer - when the serialized inventory is added from the Vehicle (or Warehouse) to the job (Customer)

    • Transaction 2: Converted to Equipment - when the conversion to equipment occurs


View Conversion on Job Admin 

After Serialized Inventory is converted to Equipment, a user can view the Inventory Activities on the job and the new Equipment from the Job Administration screen in the Control Tower.  

To view:

  1. Select Jobs along the top of the Control Tower.

  2. Select Job Search.

  3. Enter the Job Number to search.

  4. Select Search.

Note: The Job Admin screen can also be accessed from the scheduler view.

  1. Click on the Job Number link to open the job.

  2. Navigate to the Activities tab.

  3. Select the Inventory drop down to view Inventory Activities.

  4. Select the Equipment tab to view Equipment.