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Customer Assets

Keep a record of the equipment you service for customers, with its jobs, notes and photos.

Overview

A customer asset is a thing you look after for a customer, such as a vehicle or a machine. Customer Assets lists them with their next service date. Each asset keeps its own notes, jobs and images, and jobs can be linked to the assets they were for.

The Customer Assets list with search filters above a table of assets and their next service dates

Finding an asset

Filter the list by Customer, by text in Search, or by a range of dates in Next Service Date From and Next Service Date To. The table shows Name, Customer, Next Service Date, Make, Model and Primary ID. Click a row to open the asset.

Create an asset

The New Asset form with Customer, Name, Next Service Date, Make, Model, IDs and Description
Step by step: create a customer asset
  1. Click Create Asset.
  2. Choose the Customer.
  3. Enter the asset’s Name.
  4. Set the Next Service Date, if it has one.
  5. Enter the Make and Model.
  6. Enter a Primary ID, such as a number plate, and any Secondary ID.
  7. Enter a Description.
  8. Click Save.

Customer, Name and Description are required. Back returns to the list without saving.

Notes, jobs and images

A saved asset opens under the heading Edit Asset and its name, with three more sections:

  • Notes: Add Note opens New Note. Enter the Note and click Save. The table shows each note’s Date, Created By and Note.
  • Jobs: the jobs linked to this asset, with Date, Number and Name. Add Job opens a new job for this customer and asset in a new tab.
  • Images: Add Image uploads photos of the asset. Each photo can be deleted, after you confirm.

Delete removes the asset after asking you to confirm.

A job’s Assets field links it to the customer’s assets. See Create a job.

See also