Field Assets

Use this screen to keep track of your business's field equipment and mobile assets in one place. Each asset is listed with its current status, so you can see at a glance what is active, sitting idle, or in for maintenance.

What you can do here

• Browse your field assets in a list, with paging if you have more than fit on one screen.
• See, for each asset, its name, status (shown as Active, Inactive, or Maintenance), type, serial number (labeled SN:), location, and a short description.
• Add a new field asset to the list.
• Edit an existing asset's details.
• Delete an asset you no longer need to track. You are asked to confirm before anything is removed, since deleting cannot be undone.

Steps: add a field asset

1. From the Field Assets screen, use the add (new) action to start a new entry.
2. Fill in the asset's details: name, type, serial number, location, and status.
3. Save the entry. It appears in your Field Assets list.
4. To make changes later, open the asset's edit action, update the details, and save again.
5. To remove an asset, choose delete on its row and confirm in the dialog that appears.

Related

• Assignments
• Service Packages