FAQs

How do you link an asset to a form?
In the form builder you can drag and drop the Asset element into your form and then connect the asset type that you wish to use in your form. You can have m...
Tue, 11 Apr, 2023 at 3:18 PM
How do the jobs and Assets link together? (for each asset type)
The asset table uses the Client, Location and Zone (optional) element/s to populate the Asset table in your form as the job will have these selected so the ...
Mon, 28 Nov, 2022 at 12:02 PM
How do you export a report on Asse?
Assets can be exported through the CRM > Reports > Asset > Download CSV. The CRM Reports feature is only available to Admin users. 
Fri, 15 Dec, 2023 at 3:27 PM
What is the difference between location and mobile assets?
A location asset is used for assets that are held on a site and the Client and Location selection in a form and they can also be populated through a job.  ...
Tue, 31 Oct, 2023 at 4:24 PM
How do forms and jobs link to the Asset card?
All Forms and Jobs linked to that Asset will be shown in the Asset Card.  When a Job is created and has a From attached or when a form is completed with...
Wed, 19 Apr, 2023 at 3:55 PM
How do I view when mobile Assets have been scheduled?
 To view any Assets that have been scheduled they have to be a Mobile Asset and can be viewed in the scheduler when looking at the week view.  The Mobil...
Thu, 20 Apr, 2023 at 4:45 PM
Can I delete an Asset?
You are cannot delete an Asset, however you can archive an Asset which works in the same way. To archive an Asset in the Web Portal > Assets > Ass...
Thu, 20 Apr, 2023 at 4:20 PM
Can I reallocate an asset to a different client?
You can reallocate an Asset to a different client. In the Web Portal > Assets > Asset Register > Select Edit next to the Asset you want to real...
Thu, 20 Apr, 2023 at 4:21 PM
I have added a new field to my asset type, how do I add this to my asset table in a form?
This can simply be done by adding this to a Form and adding the Asset Table. Forms > View Form Templates > Select the form you want to add this to...
Thu, 20 Apr, 2023 at 4:47 PM
How do you set up a Zone for an Asset?
Setting up a Zone for an Asset can be done in the Asset Card. Assets > Asset Register > Select the Asset you would like to add the Zone to > Fr...
Thu, 20 Apr, 2023 at 4:23 PM