Viewing Assets
List View
The Manage Assets page displays assets that exist at the locations you are assigned to service — across different subscribers.
If you are not assigned to the location and trade the asset belongs to, this asset will not appear on your list.
Are you looking for a specific asset on the assets list? Especially when you are assigned to service multiple locations and trades across different clients, there may be hundreds of assets on your assets list. To quickly find the desired assets, use filters on the left panel.
On the assets list, for each asset, you can find key information such as the asset trade, condition, type, brand, location ID and address, and more.
Viewing an Asset Summary Card
On the assets list, assets appear in the form of summary cards. An asset summary card reflects key asset details as well as contains the Actions button for you to take the required action. If you cannot find the information you are interested in, deep dive into asset details by clicking the Asset tag ID.
- Thermometer
icon:
Helps you identify at a glance all refrigerated and HVAC assets
- Asset tag ID:
Unique identification number (ID) of the asset entered manually upon creating an asset. Clicking the asset tag ID takes you to the asset details page. The asset tag turns red when an asset gets deactivated.
- Parent-asset
icon:
If an asset has circuits or/and components, you will see the blocks icon indicating that this asset has child assets.
- Warning sign
icon:
Tells about an open leak record associated with the asset
- Asset tag:
Decoded value contained in a barcode, QR code, or NFC tag that is applied to the asset. Asset tags are important if you use asset scanning.
- Trade:
Primary trade associated with the asset type
- Refrigerant type:
Name of the refrigerant type that the asset uses
- Total charge:
The current amount of refrigerant gases contained in the asset
- Condition:
Condition of the asset (Broken, Poor, Average, Good, Excellent)
- Asset type:
Type of the asset
- Client's name:
Name of the client who owns and manages this asset at one of their locaitons
- Brand:
Brand of the asset
- Model number:
Model number of the asset
- Serial number:
Serial number of the asset
- Location ID:
ID of the location where the asset is housed
- Location address:
Address of the location where the asset is housed
- Update date:
Date of the latest update made to the asset data
Asset Details View
Clicking the asset tag ID in the asset list view leads you to the asset details page that tells you a more detailed story about the asset. Switch between the tabs to view the corresponding information:
- Asset Details
- Asset History
- Attachments
- Asset Status History
