What is asset-based servicing, and why would I use it?
Asset-based servicing calculates service due dates from each asset’s individual Base Date instead of using one property-wide routine date. This is useful when assets on the same property have different compliance cycles, such as extinguisher hydrostatic testing or 6-yearly inspections.
Why aren't all assets visible on the Non-Contracted Servicing Dashboard?
If some assets are not displayed, check that all of the following conditions are met:
The Asset-Based routine service level on the property must be disabled (i.e. unticked) on the property. Only non-contracted levels appear on this dashboard.
The asset’s type and variant do not exclude the asset-based level.
The asset on the property has a Base Date that falls within the range of years displayed on the dashboard.
If Branches are enabled, the user must belong to the same Branch as the property to see its assets.
What is “Warning: X assets without base date” on the Non-Contracted Servicing Dashboard?
One or more applicable assets are missing a Base Date, so they won’t appear on the dashboard. Click the warning to view a filtered list of those assets and update their Base Dates as needed.
Can multiple products be configured for a variant on the dashboard?
Only one product can be set per variant for non-contracted, asset-based major servicing. This setup ensures that during quoting, the predefined product is automatically applied, eliminating the need for manual edits.