Creating and Managing Assets

Adam Graetz
Adam Graetz
  • Updated

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

Tracking Assets provides the Customer, Office, and Technician with 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 the Field Technician portion of the Help Center.

This article walks office staff through creating an Asset on a Location.

 

Creating an Asset

  1. From the Location page, click the green Add Asset button on the right-hand side.ST-Office_AddAssetButton.png
  2. Select the Asset type from the drop-down that appears.
  3. Then 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.

 

FAQs

 

I need to add a large number of Assets.

Take a look at this article to review the process for bulk importing Assets. 

How do I delete an Asset?

Assets cannot be deleted in ServiceTrade. However they can be made inactive. Follow the instructions below:

  1. Go to the Asset page.
  2. Click on the name of the asset to go to the asset's page.
  3. Click the Make Inactive red button in the upper right-hand corner to make the asset inactive.

 

What is 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.

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.

 

I need to report a problem on an Asset.

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

 

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