In an HVAC business, you will need to work with several assets that need maintenance and it is important to maintain a record of each asset that a person works on.
Assets Listing Page:
Asset Management helps you maintain a record of your assets and monitor them.
You can view the list of Assets and their details.
1. Select the "Assets" module from the top-left hamburger icon.
Mobile:
Tab:
2. You can view the “Assets” module listing page. You can view all the assets in the list view here.
Mobile:
Tab:
3. You can use the “Search” icon to explore the customer details.
4. You can use the down arrow to view the quick filter.

Tab:
5. You can use the “Filter” icon to sort and filter the asset details.
Mobile:
Asset Details Page:
You can view the list of assets and their details.
1. Select the "Assets" module from the top-left hamburger icon.
2. Select the asset for which you want to view the asset details.
For
the created asset, under the details tab, you can view the Asset Status, Asset
Code, Asset Category, Owned by, Purchase Price, and Location.
Mobile:
Tab:
3. You
can view the linked modules under the “Associated” tab.
Tab:
4.
1. Enter the notes.
2. Image, Audio, Video, and Document – You can add various multimedia files.
3. Use the “+” option to associate the notes with other modules.
4. You can add notes and make them public or private note
Click the “Save” button to create a new note.

5. Use the
“Kebab” icon to “Activate” “Deactivate,” the Asset. Use the “Share via Email,” or “Save as PDF” the asset details with the customer.
6. You
can view the list of activities you performed under the “Activity” section.
Mobile:
Tab:
7. Use the “View
QR Code”
option to view the QR code.
8. You can add “New
Job” from the Asset
details page, also, click “Service History” to view the history of the
Assets.
Mobile:
Tab:
The various asset actions are as follows:
Install | Install / Reinstall an Asset |
Remove | Remove the asset from a location. |
Replacement / Swap | The assets can be replaced or swapped based on the requirements. |
Place Under Service | The assets are put under service. |
Mark as Obsolete | When the asset can no longer be used or if an asset requires long inspections, marking an asset as obsolete can be done. The managers only can perform the Obsolete action. |
The Asset actions help to maintain and track the assets optimally. The current asset status can be noted; based on that, the user's required jobs are created and assigned.