How can I create an asset?
You can track and manage equipment across all your locations using the Asset Register. Before adding individual assets, you'll need to set up asset types and define the custom fields you want to track.
Create an asset type
Asset types are broad categories of equipment (e.g., Vacuums, Floor Buffers, Floor Scrubbers), not specific models.
- Go to Asset Register in the left-hand menu and click Asset Types.
- Click Add Asset Type and enter a name for the category.
- Click the three dots next to the asset type to edit it and add custom fields. These are the details you want to track for that type of equipment, such as serial number or purchase date. For each field, select the appropriate data type and visibility.
- Optionally, go to the Inspection Types tab to add a recurring inspection to this asset type. Give the inspection a name and attach a checklist from your existing checklists.
Add an asset to a location
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Go back to the main Asset Register page and click Add Asset.
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Select the asset type and the location where the asset is based.
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Enter a description with the specific model or identifier (e.g., "Robot X123").
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Add a barcode number manually, or scan it later from the mobile app.
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Fill in the custom fields you created for that asset type.
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Set up any recurring inspections and assign them a schedule (monthly, quarterly, etc.).
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Save the asset.