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Managing assets

Enterprise feature

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

Every piece of equipment your company tracks lives in the asset registry. You can create assets one at a time, search and filter your inventory, view detailed records, and remove assets you no longer need.

Create an asset

  1. Navigate to Assets in the sidebar.
  2. Click + Create Asset in the top-right corner.
  3. Fill in the required and optional fields described below.
  4. Click Save to add the asset to your registry.

Required fields

Field Description
Asset name A descriptive label — for example, "Rooftop Unit — Building A".
Asset type The category this asset belongs to. Create asset types first if needed.
Status The current lifecycle status. New assets typically start as Active or Pending Install.
Location The customer location or warehouse where the asset is currently located.

Optional fields

Field Description
Serial number The manufacturer's serial number for identification and warranty lookups.
Purchase date The date your company acquired the asset.
Purchase cost The original cost of the asset. Used for depreciation calculations.
Salvage value The estimated value at end of useful life. Used for depreciation.
Useful life The expected lifespan in months. Used for depreciation.
Assigned technician The technician currently responsible for this asset.
Notes Free-text notes about the asset.

In addition to these standard fields, any custom fields you defined for the asset type also appear on the form.

Auto-generated asset tag

Every asset automatically receives a unique asset tag when created. You can print labels with QR codes from the asset tags page.

View the asset list

The Assets page displays a searchable, sortable table of all your assets.

Search and filter

Use the controls above the table to narrow your results:

  • Search — find assets by name, tag, or serial number.
  • Type filter — show only assets of a specific type (e.g., Vehicle).
  • Status filter — show only assets in a specific status (e.g., Active, In Maintenance).
  • Location filter — show assets at a specific location.
  • Assigned to — filter by the technician currently assigned.

Sort columns

Click any column header to sort the table ascending or descending:

  • Asset name
  • Type
  • Status
  • Location
  • Last updated

View asset details

Click any asset row to open its detail view. The asset detail page is organized into tabs:

Tab What it shows
Overview Core fields, status, location, assigned technician, and custom field values.
Service history A timeline of all maintenance performed on this asset.
Maintenance Active maintenance schedules and upcoming due dates.
Meters Current meter readings and usage trends.
Warranty Warranty coverage dates, provider, and claim history.
Depreciation Current book value, depreciation method, and schedule.
Documents Uploaded files such as manuals, spec sheets, or photos.
Status history A log of every status change with timestamps and who made the change.
Related jobs All jobs that have been linked to this asset.

Edit an asset

  1. Open the asset detail view.
  2. Click Edit in the top-right corner.
  3. Update the fields you need to change.
  4. Click Save to apply your changes.

Changing the asset type

If you change an asset's type, custom field values that do not exist on the new type are removed. This action cannot be undone.

Change an asset's status

You can update an asset's status from the detail view or the asset list.

  1. Click the Status badge on the asset.
  2. Select the new status from the list of valid transitions.
  3. Confirm the change.

Not all transitions are allowed. For example, you cannot move an asset directly from Pending Install to Retired. See asset status lifecycle for the full transition rules.

Delete an asset

  1. Open the asset detail view.
  2. Click More actions (⋮) and select Delete.
  3. Confirm the deletion in the dialog.

Deletion is permanent

Deleting an asset removes it from your registry along with its service history, meter readings, and depreciation records. If you want to keep historical data, consider changing the status to Retired or Decommissioned instead.

When creating or editing a job, you can link one or more assets to it. This builds a complete service history for each asset.

  1. Open the job creation or edit form.
  2. In the Assets section, search for and select the relevant assets.
  3. Save the job.

The linked assets appear on the job detail page, and the job appears in each asset's Related jobs tab.

Can I assign the same asset to multiple technicians?

No. An asset can only be assigned to one technician at a time. If you need to transfer an asset, update the Assigned technician field on the asset detail page.

What happens to an asset's data when I change its type?

Custom field values that exist on the new type are preserved. Values for fields that do not exist on the new type are permanently removed.

Is there a limit on how many assets I can create?

Your Enterprise plan may include an asset limit depending on your subscription. Check Settings → Subscription to see your current limit and usage.