Setup
You will need the following permission in your security group:
Can see all tasks.
Can create assets.
Can update and archive assets.
Upload documents.
Click here to learn about permissions and security groups.
IOS: How to add an asset to a property
There are two ways to add assets, depending on whether the asset needs to be serviced immediately:
Applicable to the specific Routine: add assets on the Work tab for immediate servicing at applicable routine service levels.
Any type of asset: add assets for the property via View all assets on the Work tab.
1. Once the asset type is selected, choose a Variant, provide the Location and Base date.
1. Once the asset type is selected, choose a Variant, provide the Location and Base date.
Identify places by using commas in the Location field (e.g., “Building 2B, Floor 6, Unit 3”), to search assets by places: Building 2B; Building 2B, Floor 6 or Building 2B, Floor 6, Unit 3.
2. Click the Photos tab.
2. Click the Photos tab.
3. Tap the camera icon and select one of the options in the pop-up window:
3. Tap the camera icon and select one of the options in the pop-up window:
Take a new photo
Take multiple photos
Add existing photo (Single)
Add existing photos (Multiple)
4. Click Save in the top right corner.
4. Click Save in the top right corner.
Available fields on an asset
Required (Type, Variant)
Required (Type, Variant)
Type: Select asset type from the dropdown.
Variant: Select the variant. This is usually included in the auto-generated label based on the asset type's Label pattern.
Recommended (Location, Base Date)
Recommended (Location, Base Date)
Location: The location of the asset.
Base Date: The base date for major servicing calculations.
Optional (Ref, bSECURE, Barcode, Contractor, Installation date, Serial, Walk order, Make, Model, Size, Label, Tags, Internal note)
Optional (Ref, bSECURE, Barcode, Contractor, Installation date, Serial, Walk order, Make, Model, Size, Label, Tags, Internal note)
Ref: Leave empty to be generated automatically.
bSECURE: Scan the bSecure code attached to the asset.
Barcode: Scan or provide the barcode manually by clicking Manually Edit.
Contractor: Select a Contractor to service the asset or leave as the Default Contractor representing your company.
Installation date: The date when the item was installed, used for lifecycle maintenance reporting.
Serial: External inspection reference (e.g., fire door certification tag).
Walk order: Order in which the asset is serviced.
Make: The make of the asset.
Model: The model of the asset.
Size: The size of the asset.
Label: Leave blank to automatically generate label based on the asset type's Label pattern.
Tags: Used to group assets and to set up partial servicing.
Internal note: Used for internal communication or reference.
ANDROID: How to add an asset to a property
There are two ways to add assets, depending on whether the asset needs to be serviced immediately:
Applicable to the specific Routine: add assets on the Inspections tab for immediate servicing at applicable routine service levels.
Any type of asset: add assets for the property via View all assets on the Work tab.
1. Once the asset type is selected, choose a Variant, provide the Location and Base date, then click Save.
1. Once the asset type is selected, choose a Variant, provide the Location and Base date, then click Save.
Identify places by using commas in the Location field (e.g., “Building 2B, Floor 6, Unit 3”), to search assets by places: Building 2B; Building 2B, Floor 6 or Building 2B, Floor 6, Unit 3.
2. Tap Photos.
2. Tap Photos.
3. Click Add image the camera icon and select Camera or Pick Image in the pop-up window.
3. Click Add image the camera icon and select Camera or Pick Image in the pop-up window.
4. Click Save in the top right corner.
4. Click Save in the top right corner.
Available fields on an asset
Required (Type, Variant)
Required (Type, Variant)
Type: Select asset type from the dropdown.
Variant: Select the variant. This is usually included in the auto-generated label based on the asset type's Label pattern.
Recommended (Location, Base Date)
Recommended (Location, Base Date)
Location: The location of the asset.
Base Date: The base date for major servicing calculations.
Optional (Ref, bSECURE, Barcode, Contractor, Installation date, Serial, Walk order, Make, Model, Size, Label, Tags, Internal note)
Optional (Ref, bSECURE, Barcode, Contractor, Installation date, Serial, Walk order, Make, Model, Size, Label, Tags, Internal note)
Ref: Leave empty to be generated automatically.
bSECURE: Scan the bSecure code attached to the asset.
Barcode: Scan or provide the barcode manually by clicking Manually Edit.
Contractor: Select a Contractor to service the asset or leave as the Default Contractor representing your company.
Installation date: The date when the item was installed, used for lifecycle maintenance reporting.
Serial: External inspection reference (e.g., fire door certification tag).
Walk order: Order in which the asset is serviced.
Make: The make of the asset.
Model: The model of the asset.
Size: The size of the asset.
Label: Leave blank to automatically generate label based on the asset type's Label pattern.
Tags: Used to group assets and to set up partial servicing.
Internal note: Used for internal communication or reference.
Recommended steps
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