Creating and Managing Assets

Adam Graetz
Adam Graetz
  • Updated

ServiceTrade makes managing customer-owned equipment easy. In ServiceTrade, we define customer-owned equipment as Assets.

Tracking Assets provides the Customer, Office, and Technician with a richer history and better organization of your service data.

Often, the Technician is in the best position to capture accurate Asset information. This is easily accomplished via the ServiceTrade Mobile App, which is covered in our Adding and Managing Assets in the Mobile App support article.

This article walks office staff through creating and mananging Assets on a Location.

 

Creating an Asset

Since assets are customer-owned equipment, you will add new assets from the Location Page in ServiceTrade.

  1. On the Location page, click the Add Asset button in the Act on this location section.

    ST-Office_AddAssetButton.png
  2. Select the Asset type from the drop-down that appears.
  3. Provide all desired information in the following fields.
    ST-Office_AssetInfo.png
  4. Once desired information has been provided, click the Save button, and the Asset will be added to the list of Assets on the Location.

Importing Assets in Bulk

When importing a large number of assets, you can use the Bulk Import Tool. Check out our Bulk Importing Assets support article to review the process for bulk importing assets.

The 'Building' Asset

On every Location, there is a default Asset simply labeled as Building that allows you to assign general deficiencies to the Location itself as opposed to a specific Asset/piece of equipment.

Removing Assets

Assets cannot be deleted in ServiceTrade. However, they can be made inactive. To make an asset inactive, follow the instructions below:

  1. Navigate to the Asset List Page by hovering over the Customer tab and clicking on Assets on the Sub-Nav bar.
  2. Click on the name of the asset to open its Asset Page.
  3. Click the Make Inactive button button under the Act on this Asset Menu.
    Screenshot 2024-03-28 at 1.40.56 PM.png

Managing Assets with Subassets

Subassets are a powerful feature of ServiceTrade that allows you to make an Asset a "child" of another Asset -- that is, to indicate that it's a component of, or dependent on, another Asset.

Some example uses for this feature include:

  • Linking alarm devices (Subassets) to the alarm system or alarm panel (parent Asset) to which they're connected.
  • Associating components of a large piece of equipment such as a generator or an HVAC unit.

Our Creating Subassets article will walk you through how to create subassets, edit subassets, and view subassets.

 

FAQs

Can I change an asset's asset type?

Yes, click the following article to learn how Account Admins can Change Asset Types using the Asset Swap Tool

Can I get Asset information to print out on paperwork?

Absolutely.  We cover this in-depth in the Working with Blank Fillable Paperwork section of the Help Center.

I need to put more info on an Asset, such as measurements from the last job, etc.

  • This information is better recorded on your paperwork.
  • Asset fields, while easily edited, are intended for static, rarely changing information, such as serial number, install date, warranty tag#, etc.

Can I move an Asset to a New Location?

Not at this time. Non-moving items that are physically bolted to the building (such as an HVAC unit or an alarm panel) are what Assets are intended for.

Can I use a barcode scanner with Assets?

  • Yes, for mobile devices, you will need to research the App Store or Google Play store for an app that gives access to a 3rd party keyboard app that would turn your phone or tablet into a barcode scanner by using the camera.
  • Contact your Account Manager or Project Manager if you have any questions.
  • Scanners function nearly identically to a keyboard.
    The main difference between keyboard entry and scanner data entry is scanning devices enter data automatically, while keyboards need a User to type to enter data.

How do I report a problem with an Asset?

Log a Deficiency, and you may point that deficiency to a specific Asset rather than the generic Building asset.

 

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