Assets

Modified on Tue, 1 Nov, 2022 at 11:02 AM

Filtering and Searching

You can search for a particular Company by name in the search bar below the main panel's green bar.

If you've not already, check how you add, edit, and delete things on the app.

Field	Required?	Description
Asset ID	Yes	A unique Identifier for the asset. Maybe your customer has provided one, or you'd like to set it up yourself.
Asset Type	Yes	Choose from the list of Asset Types. If you've not set these up yet, you'll have to do it before you start. Check out this article.
Status	No	Choose whether the asset is Active, Decommissioned, or Removed. This is a helpful feature for ongoing management of the assets, but when first adding an asset, it defaults to Active.
Year	No	Enter the year that the asset was manufactured or installed.
Grade	No	">Choose a suitable grade for the asset from Very Good, Good, Fair, Poor, Very Poor.
Site	Yes	Choose the site for the asset.
Location	Yes	Enter the physical location for the asset or the area that benefits from the asset. For instance, for an air conditioning system, it may be helpful to use the name of the room that the Asset serves.
Manufacturer	Yes	Enter the manufacturer's name.
Model Number	No	Enter the asset's model number.
Serial Number	No
Refrigerant	No	HVAC customers only.
Refrigerant Quantity	No	HVAC customers only.

The app generates a name for the assets to make them easy to find later. This is,

Manufacturer + Asset Type + Location + (Asset ID)