AssetINSIGHT

Keep track of your customers assets with FieldInsight asset management

30 articles in this collection
Written by Jen and Natasha Tyrrell

Getting started with Asset Management

Getting started with AssetINSIGHT

How to get started with customer asset management

Written by Jen
Updated over a week ago

Asset custom fields

How to add a new custom filed to your assets

Written by Jen
Updated over a week ago

Asset Import

Upload your assets from a spreadsheet (.csv file)

Written by Jen
Updated over a week ago

How to add an asset onto a job

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

Written by Natasha Tyrrell
Updated over a week ago

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

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

Written by Jen
Updated over a week ago

Sub-assets

Create sub-assets linked to a primary asset

Written by Jen
Updated over a week ago

Export Assets to a spreadsheet

Create an asset spreadsheet report for your customers

Written by Jen
Updated over a week ago

Track service time for Assets

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

Written by Jen
Updated over a week ago

Track Parts and Labor on the assets you look after

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

Written by Natasha Tyrrell
Updated over a week ago

Asset Model - link service manuals and instructions to Assets

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

Written by Jen
Updated over a week ago

Getting started with Asset tests and reports

Complete an Asset test from the office

Scheduler: Start and complete an Asset test on desktop

Written by Jen
Updated over a week ago

Schedule an Asset test from the office

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

Written by Jen
Updated over a week ago

How to generate an Asset Test Report

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

Written by Natasha Tyrrell
Updated over a week ago

How to setup an Asset Test

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

Written by Natasha Tyrrell
Updated over a week ago

Configure an Asset Test Report Template

How to configure the template for asset test reports

Written by Jen
Updated over a week ago

Asset test grid

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

Written by Jen
Updated over a week ago

Asset test inventory items

Add inventory items to jobs automatically when completing an asset test

Written by Jen
Updated over a week ago

Advanced Asset tests configuration and setup via Google Spreadsheets.

Create advanced asset tests that require complicated calculations using google spreadsheets

Written by Jen
Updated over a week ago

Asset standards

Asset standards

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

Written by Jen
Updated over a week ago

Add asset standards to a site

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

Written by Jen
Updated over a week ago

QR codes for Assets

Getting started with QR codes

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

Written by Jen
Updated over a week ago

Using QR codes in the field

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

Written by Jen
Updated over a week ago

Add QR codes to assets in the field

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

Written by Jen
Updated over a week ago

Replace a QR code label for an asset

How to replace or reprint a label for an existing asset

Written by Jen
Updated over a week ago

Asset Defect workflow

Getting started with Asset Defect

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

Written by Jen
Updated over a week ago

Managing defects in the field (Mobile)

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

Written by Jen
Updated over a week ago

View and edit defects in the office

How check and change defects in the office (Scheduler)

Written by Jen
Updated over a week ago

Create a report, quote or invoice for an asset defect

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

Written by Jen
Updated over a week ago

Add a job to fix a defect

Plan defects to fix on a job

Written by Jen
Updated over a week ago

AssetInsight FAQ and troubleshooting

AssetINSIGHT FAQ

Common questions and answers about our Asset Management Module

Written by Jen
Updated over a week ago