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Asset Service History

An asset’s Service History is a chronological list of the work orders for that asset. Additionally, you can select to view only Planned Maintenance work orders for the asset. Within each work order are clickable links to information related to the work order, including, proposals, the service providers and the full work order details.


⦿ How to View an Asset’s Service History
  1. Navigate to Asset (Equipment), Manage Assets.
  2. Locate the desired asset, then click the pencil icon to open the Asset Attribute screen.
  3. Select the Asset History tab, then click the Service History button.

Note: To view only Planned Maintenance work orders, check Show PMs Only.

Asset Revision History

In Service Automation, an Asset’s history referrers to the attributes of the asset and the changes made to the attributes over time.  This includes, but is not limited to, the asset’s condition, the refrigerant type used in the asset and updates made by a permissioned service provider. Each time an asset’s attributes are updated, a new asset history record will be created. In Service Automation, you can view an asset’s history records side by side, which provides a view of changes to the asset over time.

⦿ How to View an Asset’s Revision History
  1. Navigate to Asset (Equipment), Manage Assets.
  2. Locate the desired asset, then click the pencil icon to open the Asset Attribute screen.
  3. Select the Asset History tab, then click the Revision History button.

  4. On the Revision History screen, you have the option of viewing all of the asset’s revision histories or a comparison of two or more revision histories.
    1. To view all histories, click the View All button.
    2. To view a comparison of two or more histories;
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