What is an Asset?
Assets are pieces of equipment installed at a customer or work address. These can include anything from boilers to fire alarms and more. You can configure your asset settings from the assets section of your system settings.
What is Asset Structure?
Asset settings allow you to configure how your assets are stored, displayed, and managed.
Asset groups: Higher-level categories (e.g., "Batteries").
Asset types: Specific items under the group (e.g., "AAA batteries").
This structure allows for more precise asset management.
Asset Groups
Asset groups provide a structured framework for managing assets efficiently, helping to categorize and structure assets based on common characteristics.
Add New Asset Group
➡️ Navigate to your Profile Icon > Settings > Assets > Asset Groups > View.
Enter the Asset group name.
Click Add asset group.
Configure Assets
Click Configure assets.
Build the dynamic form by dragging and dropping the required fields.
Depending on the field you use you will see the following settings to further customise the form as required:
Options: Related inquiry options.
Defaults: Default values.
Validations: Choose whether an inquiry is mandatory.
Dependencies: Link inquiries based on dependencies.
Delete: Remove the entry.
Edit Asset Group
➡️ Click Edit. > Make necessary changes > Click Save.
Delete Asset Group
➡️ Click Delete > Type Delete to confirm > Click Delete.
Asset Types
Asset types allow for a more detailed classification of assets within groups, enabling specific data fields to be associated with each type.
Add New Asset Type
➡️ Go to Profile Icon > Settings > Assets > Asset Types > View.
Choose the asset group from the dropdown.
Enter the Asset type name.
Click Add asset type.
Configure Assets
Click Configure assets.
Build the dynamic form by dragging and dropping the required fields.
Depending on the field you use you will see the following settings to further customise the form as required:
Options: Related inquiry options.
Defaults: Default values.
Validations: Choose whether an inquiry is mandatory.
Dependencies: Link inquiries based on dependencies.
Delete: Remove the entry.
Edit Asset Type
➡️ Click Edit. > Make necessary changes > Click Save.
Delete Asset Type
➡️ Click Delete > Type Delete to confirm > Click Delete.
Standard Asset Fields
The Standard asset fields setting allows you to configure the fields shown when creating new asset groups or types. Once set, these fields apply to all new assets added. Available on the Customer Journey plan or higher.
➡️ Navigate to your Profile icon > Settings > Assests > Standard asset fields > View
You can edit these fields using drag-and-drop functionality. Choose a name, fill in the field text, and click Save to add the field.
Asset dynamic fields
Dynamic drop-down fields are customizable lists that appear when adding assets. You can set up the options you want to appear in a drop down when adding a specific type of asset which has dynamic fields such as location, make, fuel type etc. Select the default field from the left of the screen and add options to this drop down on the right of the screen.
➡️ Navigate to your Profile icon > Settings > Assests > Asset dynamic fields > View
Add options on the right side of the screen while managing the list of drop-downs on the left.
Add an Asset to a Customer Record
Once assets are set up, you can add them directly to a customer’s profile page:
➡️ Navigate to the Assets tab on the Customer record
View existing assets or click Add new asset.
Select the asset group and configure the specifics.
Add new makes and models if they are not already in the system.