Asset details

View an asset’s details, history, parts, sub-objects, and documents.

Asset details

Open an asset to review its full service and component information.

Assets are also called objects in the app.

What you can view

• Asset information, picture, supplier, and parent object.
• History, parts, sub-objects, and documents.
• Serial numbers, warranty data, and maintenance information.

Asset sections

History contains work orders and forms linked to this asset. It loads more as you scroll.

Parts shows each fitted part. Part details include asset and part codes, serial number, quantity, install date, warranty period, warranty expiry, and creation or modification dates.

Sub-objects lists objects under this asset. Documents lists attached files.

Explore an asset

1

Open the asset

Open the asset from a client or work order.

2

Review the overview

Check its name, picture, information, parent, and supplier.

3

Open a section

Select History, Parts, Sub-objects, or Documents.

4

Review a part

Open a part to view its serial number, quantity, installation date, and warranty.

Edit availability

Assets opened from a client are mainly view-only.

Assets opened from a work order can allow edits. Permissions and completed work orders limit actions.

When editing is allowed, add parts with quantity, serial number, warranty, and install date.

You can add sub-objects by scanning a QR code, creating one, or selecting from the catalogue.

Swipe a sub-object to delete it. You can also mark asset maintenance as complete.