Adding an Asset to a Property
Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago
  1. When viewing a Property, click on the Assets tab to be taken to a list of the Assets on the Property.

  2. Click Quick Add, which will open the Create Asset popup window that provides a limited set of fields to be filled to speed up the process. To provide more details, simply click on Open full form in the upper-left corner of the popup window.

  3. On the new Asset page, enter details about the Asset. Type must be selected by entering in the Asset Type into the field and selecting it from the resulting drop down list. Contractor is found by expanding the Essential Safety Measures menu in the full form - it is also a required field, and will have a default for your company that can be changed if that Asset is sub-contracted.

  4. After entering any and all available and necessary data about the Asset, click Save Asset at the bottom of the page.

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