Assets

The Assets page lists what you look after, named with your own word (set in Settings → General → What you look after), and each one's service history. It's optional: jobs work without it. Team and Connected plans.

#Link jobs to an asset

Nothing extra to do. When a job's item field starts with an asset's identifier, or is its serial number, the job is linked to it. Staff keep typing what they always typed:

• UNIT001 → linked
• UNIT001 | Trek Marlin 7 → linked
• Trek Marlin 7 → not linked; that's fine

In the calendar's booking window, the item field suggests identifiers on file and says Linked to … when it matches.

#Add assets

• One at a time: Add, then the identifier (like UNIT001, or a rego). Only the identifier is required; make, model, serial number, type and notes can come later.
• From a spreadsheet: Import. Choose a CSV file, or copy the cells in Excel or Google Sheets and paste them. Save a spreadsheet as CSV first (File → Save as → CSV).
  1. Match each column: identifier, make, model, serial number, type, your own fields, or Don't import.
  2. Choose what happens to identifiers already on file: skip them, or update them. Blank cells never erase what's stored.
  3. Import. You're told how many were added, updated and already there.

Up to 2,000 rows and 2 MB per import.

#Your own fields

Fields (managers and owners): up to 3 extra fields, each Text, Date, Number or Pick list (like Active, Offline, Needs battery). They show on every asset and in the export.

#Find and look after them

• Search by identifier, make or serial; filter by type.
• The list shows each one's number of jobs and last job. Click one to edit it and see its service history: every linked job.
• Archive takes it off the list and keeps its history. Show archived lists them; Restore puts one back.
• Delete (managers and owners) removes it for good. Its jobs stay, without the link.
• Export downloads everything as a CSV, with job counts and last job dates.