vWork Customers can have one or more Assets linked to them. Assets represent different site locations that customers need jobs performed at. They are saved with their own geolocated address that is different from a Customer's site address and are linked to the Customer in the Asset's vWork profile.
When added to a job an Asset can be used to provide an alternative address to a customer's site address in a step address for a job.
Assets are an optional feature in vWork. If you would like to add these to vWork please email support@vworkapp.com. We'll get back to you to discuss your requirements and help you get Assets set up.
In this article
This article explains how to make sure Assets are avaialble to add to jobs when jobs are created for a customer through a vWork-hosted Customer Portal.
Topics in this article include:
- How Assets are used in the Customer Portal
- Set up Assets to add to jobs created in the Customer Portal
- Related articles
Click the link above to go to that topic. You can return to this topic list by clicking this icon:
How Assets are used in the Customer Portal
A Portal User, with permission to create jobs for a linked Customer, can create jobs in vWork through the Customer Portal that use the Assets' address details when an Asset is linked to the Customer. The Assets details are used in the job and the job steps to make sure the job is undertaken at the Asset's location. This makes it simple for a Portal User to book jobs at different sites associated with the same Customer through the Customer Portal.
When your Customer has only one Asset linked to them in vWork, we automatically attach this to a job created in the Customer Portal by the Portal User. When the Customer has many Assets the Portal User can select the Asset when they create the job.
đź”” Note: In vWork the Portal User is not the same as a Customer but is linked to the Customer to create jobs for them, in vWork, through the Customer Portal. Only customers that you want to have access to your Customer Portal will have a Portal User profile created for them. This is in addition to their vWork Customer profile.
Set up Assets to add to jobs created in the Customer Portal
To set up Assets so they can be assigned to jobs in the Customer Portal you must:
- Assign Assets to vWork Customers in each Asset's profile in vWork.
- Link Portal Users to the Customer assigned to the Asset through the Portal User Settings.
Set up an Asset in vWork and assign it to a Customer
You must have Assets set up in your account before they can be assigned to a job. You can find out how to set up Assets in the help article, Set up Assets in vWork.
Link the Asset to the Customer
âť— Important: When setting up your Assets, make sure you link them to the Customer in vWork that the Asset belongs to. This is needed to make sure the Assets will show for this customer and can be assigned to a job when a job is created for them by the Portal User through the Customer Portal.
Link a Portal User to a Customer in vWork
A Portal User has a seperate profile from the Customer in vWork. The Portal User creates jobs for Customers they are linked to. Their role is to perform some of the tasks of a dispatcher - such as creating jobs. You must link the Customer in Work to their corresponding Portal User profile in the Portal Users settings to enable the Portal User to create jobs for the Customer and add the Asset to the job.
The help article, Customize Portal User permissons and template access, explains how to link a customer in vWork to a Portal User profile and customize Portal User permissions when these need to be different from the Default User Permissions in the Customer Portal.
Related articles
- For detailed instructions about setting up Assets in vWork please read the article, Set up Assets in vWork.
- To learn more about the Customer Portal please see the article, What is the Customer Portal?.
- To learn about setting up Portal Users and customizing Portal user Permissions please see the articles: