- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
Overview
Assets are vaulable items and products that require internal record-keeping when in use, when not in use, in storage, at a job-site, or a different location. You can add notes, reminders, or important documentation (e.g., instruction manual) to the specified asset.
Assets can be assigned to a user to oversee and manage them; you can also generate Work Orders and Recurrent Services from an asset.
Using the Table of Contents below, scroll or use ⌘ + F (for Mac)/Ctrl + F (for PC) to find your desired feature.
Table of Contents
How-To Articles
Web User Interface
- Assets List
- How to Access the Page
- List Tab Layout
- Search Area
- Tabs
- List Tab
- Recurrent Services Tab
- Recurrent Services Tab Layout
- Recurrent Services Tab Columns
- Recurrent Services Tab Individual Actions
- Recurrent Services Right-Click Actions
- Map Tab
- Hierarchy- Assets
- Hierarchy- Assets Layout
- Hierarchy- Assets Columns
- Hierarchy- Assets Individual Actions
- Hierarchy- Assets Right-Click Actions
- Hierarchy- Asset Manager
- Hierarchy- Asset Manager Layout
- Hierarchy- Asset Manager Columns
- Hierarchy- Asset Manager Assigned Asset Grouping
- Hierarchy- Asset Manager Individual Actions
- Hierarchy- Asset Manager Right-Click Actions
- Hierarchy- Asset Location
- Hierarchy- Asset Location Layout
- Hierarchy- Asset Location Columns
- Hierarchy- Asset Location Assigned Asset Grouping
- Hierarchy- Asset Location Individual Actions
- Hierarchy- Asset Location Right-Click Actions
- Global Actions
- Add Asset
- More Actions
- Edit Selected
- Delete Selected
- Disable Selected
- Upload Images
- Delete Selected Image
- Add Work Order
- Transfer to User
- Transfer to Warehouse
- Transfer to Customer
- Add Recurrent Service
- Export to Excel
- Import From Excel
- Export Asset Maintenance
- Import Asset Maintenance
- Export to PDF
- Asset Settings
- Question Mark
- Graduation Cap
- View Asset
- How to Access the Page
- Asset View Layout
- Upper Right Corner Actions (Detailed)
- Summary Tab
- Work Orders Tab
- Documents Tab
- Tracking Tab
- Forms Tab
- Expenses Tab
- Recurrent Services Tab
- History Tab
- Preview Tab
- Add or Enable an Asset
- How to Access the Page
- Add Asset Pop-up Window
- Add Asset Image
- Convert a Part to an Asset
- Enable an Asset
- Import and Export Assets
- Edit Asset
- Transfer Assets
- How to Access the Page
- Transfer Asset to User
- Transfer Asset to Warehouse
- Tracking Transfers
- Transfer Form
- Asset Movements
- Delete or Disable an Asset
- How to Access the Page
- Delete a Single Asset
- Delete Multiple Assets
- Disable a Single Asset
- Disable Multiple Assets
- Assets Settings
Mobile App User Interface