Setup
You will need the following permission in your security group: Can see all tasks.
Click here to learn about permissions and security groups.
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If you see this arrow, click to expand for more information!
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IOS: How to find and view an asset on the property
Applicable to the specific Routine: view assets on the Work tab for immediate servicing at applicable routine service levels.
Any type of asset: view assets on the property via View all assets.
Applicable to the specific Routine
1. Open the task and click Work tab.
1. Open the task and click Work tab.
To locate the asset, use the search bar or click the slider icon to open the Filtering, Grouping, and Sorting menu:
Filter: Places, Routine, Type, Tag, Contractor, or Result
Group by: Assets or Routine
Sort by / Then sort by: Label, Ref, Location, Walk Order, Created Date, or Type
2. Then click to view the asset, add photo to asset, service asset on I&T task, create, verify or resolve a remark or add a product. To add a new asset, follow the Add an asset article.
Any type of asset
1. Open the task and click Work tab. Scroll down and tap View all assets on site, or click Jump to and select All assets.
1. Open the task and click Work tab. Scroll down and tap View all assets on site, or click Jump to and select All assets.
To locate the asset, use the search bar or click the slider icon to open the Filtering and Sorting menu:
Filter: Type, Tag, Contractor, or Status
Group by: Assets or Routine
Sort by / Then sort by: ID, Label, Ref, Location, Walk Order, Type or Created Date
2. Then click to view the asset, add photo to asset, service asset on I&T task, create, verify or resolve a remark or add a product. To add a new asset, follow the Add an asset article.
ANDROID: How to find an asset on a property
Applicable to the specific Routine: view assets on the Work tab for immediate servicing at applicable routine service levels.
Any type of asset: view assets on the property via View all assets.
Applicable to the specific Routine
1. Open the task and click Inspections tab.
1. Open the task and click Inspections tab.
To locate the asset, use the search bar or click the slider icon to open the Filtering, Grouping, and Sorting menu:
Filter: Places, Routine, Type, Tag, Contractor, or Result
Group by: Assets or Routine
Sort by / Then sort by: Label, Ref, Location, Walk Order, Created Date, or Type
2. Then click to view the asset, add photo to asset, service asset on I&T task, create, verify or resolve a remark or add a product. To add a new asset, follow the Add an asset article.
Any type of asset
1. Open the task and click Inspections tab. Click the three dots in the top right corner and then select View all assets.
1. Open the task and click Inspections tab. Click the three dots in the top right corner and then select View all assets.
To locate the asset, use the search bar or click the slider icon to open the Filtering and Sorting menu:
Filter: Type, Tag, Contractor, or Status
Group by: Assets or Routine
Sort by / Then sort by: ID, Label, Ref, Location, Walk Order, Type or Created Date
2. Then click to view the asset, add photo to asset, service asset on I&T task, create, verify or resolve a remark or add a product. To add a new asset, follow the Add an asset article.