Asset Field Reference

Asset

Company-owned vehicles and equipment — tracked for purchase/depreciation, service history, mileage, and insurance, optionally tied to a specific Property (e.g. an HVAC unit installed at a client site).

The tab order below is the default. An administrative user can reorganize or reorder these tabs per site.

01AssetThe base record — identity, purchase info, ownership, and depreciation.

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Asset
Asset Desc* The asset's display name. Required
Bar Code / Model No / Serial No Identifiers for the physical item. Editable
Asset Category / Asset Location Classification and where it's kept. Editable
Property Set this when the asset is installed customer equipment at a property (e.g. an HVAC unit) rather than a general company asset. Editable
Notes Free-text notes. Editable

Purchase & Tracking
Purchase Date / Purchase Price / Purchase From When, for how much, and from whom it was bought. Editable
Warranty Days / Asset Year Warranty coverage length and model year. Editable
Track As Vehicle / Track As Equipment Which tracking behaviors apply to this asset. Editable
Color / Asset Status Appearance and current status. Editable

Ownership & Checkout
Manufacturer / Vendor Who made it and who it was purchased from. Editable
Container Asset A parent asset this one is stored/mounted within. Editable
Check Out Project / Check Out User Who currently has it checked out, and for which project. Editable

Financial Details

Collapsed by default.
Depreciation Method / Useful Life / Acquisition Age How this asset is depreciated over time. Editable
Last Depreciation Date / Begin & End Depreciation Amt Depreciation schedule tracking. Editable
Charge Rate / Depreciation Allowance / Section 179 Bonus Additional depreciation/accounting figures. Editable
Disposal Date / Disposal Value When and for how much the asset was disposed of. Editable

02Service HistoryMaintenance and service records for this asset. Requires saving the asset first.

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Service Type	The kind of service performed.	Editable
Scheduled Date / Actual Date	When service was planned vs. when it happened.	Editable
Service Company / Amount / Reference No	Who performed the service, cost, and reference.	Editable
Notes	Details about the service.	Editable

03MileageTrip/mileage logs for vehicle assets. Requires saving the asset first.

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Trip Start / Trip End	The trip's start and end dates.	Editable
Odometer Start / Odometer End / Total Miles	Mileage tracking — Total Miles is manually entered, not auto-calculated from the odometer readings.	Editable
Used By / Project	Who drove it and which project the trip was for.	Editable
Trip Notes	Details about the trip.	Editable

04InsuranceLinks this asset to one existing insurance policy. Requires saving the asset first.

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Insurance Policy	Pick a policy to link — saves immediately on selection, no separate Save button.	Editable
Company, Type, Policy Number, Coverage, Start/Expiration Date	Once a policy is linked, its details display here for reference.	Read-only

05AttachmentsFiles uploaded and stored against the asset. Requires saving the asset first.

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Type	The category of file being uploaded.	Editable
Description / Notes	What the file is and any context about it.	Editable
Files	The actual file(s) uploaded — multiple at once, sharing the same metadata.	Editable
Uploaded	When the file was added.	Read-only

Asset Desc*	The asset's display name.	Required
Bar Code / Model No / Serial No	Identifiers for the physical item.	Editable
Asset Category / Asset Location	Classification and where it's kept.	Editable
Property	Set this when the asset is installed customer equipment at a property (e.g. an HVAC unit) rather than a general company asset.	Editable
Notes	Free-text notes.	Editable

Purchase Date / Purchase Price / Purchase From	When, for how much, and from whom it was bought.	Editable
Warranty Days / Asset Year	Warranty coverage length and model year.	Editable
Track As Vehicle / Track As Equipment	Which tracking behaviors apply to this asset.	Editable
Color / Asset Status	Appearance and current status.	Editable

Manufacturer / Vendor	Who made it and who it was purchased from.	Editable
Container Asset	A parent asset this one is stored/mounted within.	Editable
Check Out Project / Check Out User	Who currently has it checked out, and for which project.	Editable

Depreciation Method / Useful Life / Acquisition Age	How this asset is depreciated over time.	Editable
Last Depreciation Date / Begin & End Depreciation Amt	Depreciation schedule tracking.	Editable
Charge Rate / Depreciation Allowance / Section 179 Bonus	Additional depreciation/accounting figures.	Editable
Disposal Date / Disposal Value	When and for how much the asset was disposed of.	Editable