AssetINSIGHT is a premium feature available as an independent module view our pricing page and contact us on +61 3 9005 7144 or via the chat in the bottom right hand corner if you want to upgrade your plan.

AssetINSIGHT is designed for anyone who is managing customer owned assets. Like a HVAC unit or a piece of machinery that you install, repair or service.

There are two parts to setting up asset management.

1) The assets (owned by the customer)

2) The tests that you do in the field for installation/repair or service to create the maintenance history of that asset.

In this document lets run though how to set up an asset against a site customer

Once you have upgraded your plan the team at FieldInsight will enable Asset Management for you

Step 1) Set up the asset types

You are presented with the Asset search, We will explore these search functions in a later document. Click on Edit Types under the search buttom

Type in all the different asset types that you look after

Great now it is time to add the asset details to your site customer.

Step 2) Add an asset to the site customer

There are multiple ways add an asset on to a site customer. Pick which way will work better for you.

1) From the asset page

If you add the asset from this view you will need to select the site customer that it is linked too.

2) from the site customer

If you add an asset from this view the site customer will already been associated with the asset

3) from the job for the site customer

If you add an asset from this view the site customer will already been associated with the asset

When you click on the asset you will be presented with this box

Fields Explained

Firstly if these fields are not all appropriate you can hide some of them and also make the required in

Settings/ System fields

My Asset ID

Using the My Asset ID field you can customise the way you organise and sort your assets. To rename this field click on Settings - Misc and scroll down to My Asset ID.

If you want to create more fields that are appropriate to your particular assets then you can via custom fields

Asset custom fields

You can add any field you want to an asset using the Asset custom field. The Asset custom fields work the same as any other custom fields, to add a new field to you assets go to settings - custom fields tab. Scroll down to Assets and click add field.

The type of fields are the same as our other custom fields. Check out the Asset custom fields article to learn more. 

Asset Type

Select the asset type for what you are creating.

Primary location

If this is the first time you are adding an asset to a customer you might like to set up the locations. This is especially helpful when you are dealing with a large site with multiple assets. It will help you staff know where the asset is located

As each site is very different we didn't want to make you scroll threw hundreds of options, so you can added in the locations that are specific to that customer

Click on Edit

If the site is big enough you can add in the same way,

If the customer has given you a reference number for this asset add it in

If this is an installation job you can add in your staff members name here for future reference

Pick the installation date

If there is an Expiry date

Commissioning date

Enter in make model and serial number

Add in the supplier if needed (Learn how to add a supplier here)

Add in a description

If you want to add technical specs or get a customers signature you can via custom Fields Asset custom fields article to learn more.

If you want to add a QR code to your asset you can Learn about asset QR Codes here

Remember to hit save

You're asset is now sitting under the site

If you are adding multiple assets for one site you are able to use the Duplicate button to make it easier

Go back into the asset

Select duplicate

Update the details for the next asset and then hit duplicate again

The duplicate button automatically saves and duplicates

Bulk Adding Assets

If you have several assets that you manage already we can import these for you. contact us to discuss your options.

Next steps:

We now have the ability to support integration to a Google spreadsheet where you may manage a complex set of asset test calculations that cant be supported by a simple pass/fail.  Please see below article.
Advanced Asset Testing Set-up

Asset Testing set-up

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