Five tradespeople side by side: an electrician, a plumber, a builder, a security installer and an HVAC technician

Assets app orientation.

Tour the Assets app — products, consumables, fixed and bulk assets, services and labour, plus filters and columns.

  1. Step 1: Click “Start menu”

    Screen shows home page

  2. Step 2: Click “Assets”

    Screen shows the menu

  3. Step 3: Click “Products”

    Products are items that are serialized of which the history, warranty etc are tracked. By default, company owned assets are listed, these are assets that might be in the warehouse or a vehicle but are not sold to a customer yet.

    Screen shows list of products.

  4. Step 4: Click “Customer Owned”

    Customer owned products are products that have been sold and installed at customers.

    Screen displays all customer owned products.

  5. Step 5: Click “Consumables”

    Consumables are items sold without the need to track the serial number for warranty or history purposes. It will still be tracked for inventory purposes only.

    Screen shows a list of consumables.

  6. Step 6: Click “Fixed Assets”

    Fixed assets include offices, warehouses, vehicles, storage units, tools, equipment and even something like a toolbox. Fixed assets include anything that is able to contain stock or even other fixed assets. Fixed assets will by default open in “individual assets” like storages, vehicles etc.

    Screen shows a list of fixed assets.

  7. Step 7: Click “Bulk”

    Bulk assets can be tools or any company owned assets that are not tracked individually, this can include tools like spanners, drills, screwdrivers etc.

    Screen shows the list of bulk assets.

  8. Step 8: Click “Services”

    Services are tasks that are repeated continuously. A checklist can also be added to the task to gather information from the technician during their duties or to steer them in the right direction.

    Screen shows a list of services.

  9. Step 9: Click “Labour”

    Set the different labour charges.

    Screen shows list of labour charges.

  10. Step 10: Using filters

    Clicking on a top filter will filter all the listed items according to the named category.

    Screen shows the items filtered according to the named category.

  11. Step 11: Display columns

    Click on the “Columns button” to show the columns modal. Select the columns you would like to see in the list. The columns not selected will be hidden.

    Screen shows the list of columns to display.

  12. Step 12: Click “Refresh list”

    When the list is not immediately updated automatically, clicking this button will immediately update the list of items.

    Screen shows the list of items with the refresh button.
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