FieldInsight

Natasha Tyrrell

Keep track of your customers assets with FieldInsight asset management

AssetINSIGHT 

How to get started with customer asset management

Getting started with AssetINSIGHT

Add a new asset on mobile

How to add a new custom filed to your assets

Asset custom fields

Upload your assets from a spreadsheet (.csv file)

Asset Import

Add the asset your tech's are going to work on to the job.

How to add an asset onto a job

FieldInsight AssetINSIGHT allows you to easily search and add your customers assets​ to a job.

Easily keep track of your customers assets that you do service work on.

Create sub-assets linked to a primary asset

Sub-assets

Create an asset spreadsheet report for your customers

Export Assets to a spreadsheet

Add service time to assets in the field to track how much time your technicians spend on each asset, then create a report from the office

Track service time for Assets

You can track the parts and labour you use on a job on the asset as well.

Track Parts and Labor on the assets you look after

Keep track of your service manuals. Add notes and files to the asset model for technicians to quickly find them in the field.

Asset Model - link service manuals and instructions to Assets

Getting started with Asset Management

Scheduler: Start and complete an Asset test on desktop

Complete an Asset test from the office

How to plan an asset test for the technician to complete in the field

Schedule an Asset test from the office

When you have the data from the techs you can create an asset test report. This document will show you how.

How to generate an Asset Test Report

How to set up your service test questions for Preventive Maintenance and Asse testing

How to setup an Asset Test

How to configure the template for asset test reports

Configure an Asset Test Report Template

How to setup an asset test grid to generate defects (optional)

Asset test grid

Add inventory items to jobs automatically when completing an asset test

Asset test inventory items

Create advanced asset tests that require complicated calculations using google spreadsheets

Advanced Asset tests configuration and setup via Google Spreadsheets.

Getting started with Asset tests and reports

Add and manage asset standards and regulations, such as Fire safety standards

Asset standards

How to add an asset standard to a site and modify it

Add asset standards to a site

Add QR codes to your assets and scan the code with your phone to start a test

Getting started with QR codes

Quickly find your assets in the field, add a job and start testing

Using QR codes in the field

Technician: How to add a pre printed QR code to an asset in the field

Add QR codes to assets in the field

How to replace or reprint a label for an existing asset

Replace a QR code label for an asset

QR codes for Assets

Log defects against Assets in the field, create quotes and jobs for repair

Getting started with Asset Defect

Technician: How to log, edit, view and fix a defect for an asset in the field

Managing defects in the field (Mobile)

How check and change defects in the office (Scheduler)

View and edit defects in the office

How to add a defect to a Report, quote or invoice

Create a report, quote or invoice for an asset defect

Add a job to fix a defect

Asset Defect workflow

Common questions and answers about our Asset Management Module

AssetINSIGHT FAQ

AssetInsight FAQ and troubleshooting

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