Assets

An asset is any piece of equipment you’ve installed at a client site and are responsible for maintaining. This could be an HVAC unit, an elevator, a fire suppression system, a generator — anything with a model number, a service history, and an eventual service date.

Each asset record holds everything a technician needs before heading out: what the device is, where it is, when it was last serviced, when the next service is due, and the full history of every job that touched it.

What you can track per asset

• Basic identification — name, model, serial number
• Location — where the asset is installed (free text, or linked to a project)
• Status — active or inactive
• Assigned technician — which team member is responsible for this asset
• Service dates — when it was installed, when it was last serviced, and when the next service is due
• Rental information — if the asset is on loan or rented out: rental company, start and end dates, pickup and drop-off locations, and cost
• Notes — anything else worth knowing
• Categories — group assets by type for easier filtering
• Attachments — photos, manuals, certificates, inspection reports
• Job history — every job linked to this asset, in one place
• Change history — a full audit log of every edit made to the record

Sections in this chapter

• Managing Assets — how to find, create, and edit asset records
• Categories — how to organise assets into groups
• Crews — how to group technicians into crews