1
Click + New Asset
On the Assets page, top right. The New Asset form says Register a customer asset or loaner unit.
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Add an asset
When you take on a new piece of equipment.
2
Type the Asset name
A name people will recognise, for example Ring-frame drive motor. It is required.
3
Choose the Kind
Motor, Transformer, Pump, Generator or Panel / Switchgear.
4
Fill Make / brand, Model and Serial number
Three fields side by side. The serial number is how you tell two identical motors apart.
5
Type the Rating / specs
For example 75 kW · 415V · 1480 rpm. Below it, Notes / history is free text.
6
Choose the Customer account
Under Ownership, pick the customer who owns the equipment.
7
Tick This is a loaner unit for your own stock
Leave the account empty and tick this box for a unit you lend to customers. Skip it for customer equipment.
8
Click Save
The asset gets an ID such as AST-0013 and appears in the list.
Find an asset and read its history
When you need to know what has been done to a machine.
1
Search the list
Type a name, make, model, serial number or account in the search box, then click Filter.
2
Narrow by type
The All types list limits the list to one kind, for example Motor or Pump.
3
Click Open → on the asset
The row shows the asset ID, make and model, serial number, account and how many cases are open.
4
Read the summary cards
Serial number, rating, account and Service history sit at the top of the asset page. 4 cases · 4 open counts the cases raised against this asset.
5
Click the Service history tab
The number on the tab is the number of cases.
The + New Case button on an asset page starts a case for that machine. See Cases.