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Asset types & custom fields

Enterprise feature

Asset management is available on the Enterprise plan. Compare plans to find the right fit for your business.

Asset types let you organize your equipment into meaningful categories — each with its own set of custom fields. For example, an HVAC Unit type might include fields for refrigerant type and BTU rating, while a Vehicle type tracks VIN and license plate.

How asset types work

Every asset belongs to exactly one type. The type determines:

  • Which custom fields appear on the asset creation and detail forms.
  • How assets are grouped when filtering and generating reports.
  • Default settings such as a standard depreciation method.

You can create as many asset types as your business needs.

Create an asset type

  1. Navigate to Assets → Asset Types in the sidebar.
  2. Click + New Type.
  3. Enter a type name — for example, "HVAC Unit", "Vehicle", or "Power Tool".
  4. Optionally add a description explaining what this type covers.
  5. Click Save.

Your new type is now available in the Asset type dropdown when creating or editing assets.

Plan your types first

Think about how you group equipment today. Common patterns include grouping by function (HVAC, plumbing, electrical), by mobility (fixed, mobile), or by ownership (owned, leased, customer-owned).

Common asset type examples

Type Typical custom fields
HVAC Unit Refrigerant type, BTU rating, filter size, installation date
Vehicle VIN, license plate, fuel type, insurance expiry
Generator Fuel type, kW rating, tank capacity
Power Tool Voltage, battery type, certification due date
Fire Extinguisher Class, capacity, last inspection date
Printer/Copier Model, toner type, page count

Custom fields

Custom fields let you capture information that is specific to an asset type. You define the fields once on the type, and they appear automatically on every asset of that type.

Add a custom field

  1. Open the asset type you want to customize.
  2. Click + Add Field in the Custom Fields section.
  3. Configure the field:
Setting Description
Field name The label shown on the form — for example, "Refrigerant Type".
Field type The data type. See supported field types below.
Required Whether the field must be filled in when creating or editing an asset.
Description Help text shown below the field to guide users.
  1. Click Save Field.

Supported field types

Type Description Example use
Text A single line of free-form text. Serial number, model name
Textarea Multi-line text for longer entries. Installation notes
Number A numeric value with optional decimal places. BTU rating, tank capacity
Date A calendar date picker. Certification expiry, installation date
Select A dropdown menu with predefined choices. Fuel type (Diesel, Gas, Electric)
Boolean A yes/no toggle. Under warranty?, GPS equipped?
URL A clickable web link. Manufacturer spec sheet
Email An email address. Manufacturer support contact

Reorder custom fields

Drag and drop fields in the Custom Fields section to control the order they appear on the asset form. Fields display in the order you set.

Edit or remove a custom field

  • Click the pencil icon next to a field to edit its settings.
  • Click the trash icon to remove a field from the type.

Removing a custom field

When you remove a custom field from a type, the stored values for that field are permanently deleted from all assets of that type. This cannot be undone.

Edit an asset type

  1. Navigate to Assets → Asset Types.
  2. Click the type you want to modify.
  3. Update the name, description, or custom fields.
  4. Click Save.

Changes to the type name and description take effect immediately.

Delete an asset type

  1. Open the asset type you want to delete.
  2. Click Delete Type.
  3. Confirm the deletion.

You cannot delete a type that has assets

If any assets are assigned to the type, you must reassign or delete those assets first. The system prevents deletion of types that are still in use.

Field limits

Your Enterprise plan supports up to 50 custom fields per asset type. If you need more, consider splitting the type into more specific sub-types.

Can I change a custom field's type after creating it?

No. If you need to change a field from Text to Select, for example, you must remove the field and create a new one. Existing values are lost when you remove a field.

Can two asset types share the same custom field?

Each type maintains its own independent set of fields. If you need the same field (like "Fuel Type") on multiple types, add it separately to each type.

Do custom fields appear in reports?

Yes. Custom field values are included in asset detail exports and can be used as filters in asset reports.