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User ManualNeed configuration, code or deployment details? In the Technical Manual: Assets and Fleet

Assets

Assets are the things you service or use: your own vans, equipment and tools, and the units installed at your customers. Each asset has a type, which says what it records and which meters are read on it.

MenuAssets > Assets, Asset Types
PermissionManage assets; View assets to see them
FeatureAssets; Fleet to book vehicles and equipment and keep van stock
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What you see depends on your role. If the menu, a button or a setting on this page is missing, ask your administrator to give you the permission listed above or to turn on the feature. Only administrators can turn features on and change site settings.

Add an asset type​

  1. Go to Assets > Asset Types and select Add asset type.
  2. Enter a name, such as Boiler or Service van, and choose its category.
  3. Under Attributes, list the values every asset of this type records, such as Refrigerant (text) or Output kW (a number).
  4. Under Meters, list the readings taken on it, such as Hours run or Odometer, with the unit. Leave Only goes up ticked for a meter that only counts up; a lower reading is then refused.
  5. Select Save.

Add an asset​

  1. Go to Assets > Assets, select Add asset and choose its type.
  2. Enter its name, and its serial number, manufacturer and model. Leave the asset number empty for the next one.
  3. Under Owner and place, choose who owns it: the business, a customer, an account or a contact, then search for them by name. Choose the asset it is part of, if any, and enter its address.
  4. Enter when it was installed and its warranty, and fill in the values its type records.
  5. Select Save. The asset's page opens.

Search the list by name, number or serial number, and filter it by type and state.

A contact's page lists the assets they own. Add an asset there starts one with the contact as its owner, and All lists every asset they own.

Record a meter reading​

On an asset's page, under Meter readings, choose the meter, enter the reading and select Record. The readings show newest first.

Book vehicles and equipment​

With Fleet on, a vehicle, equipment or tool the business owns has a Fleet section:

  • Book it for visits gives it its own Equipment calendar, which refuses two bookings at once.
  • It carries stock gives it its own Inventory location, so the parts it carries are counted, and parts used on a job come off it.
  • Enter its plate, VIN, capacity and fuel.

A van's stock location doesn't show among the locations on Settings > Inventory, and orders are never taken from it.