Assets
An asset is a piece of equipment or inventory you own, such as a fridge, a furnace, or a water heater. Tracking assets gives every item a record, a location, and a repair history of its own.
What an asset is
An asset is any physical item worth keeping track of: appliances, HVAC units, water heaters, fixtures, tools, or any inventory tied to your properties. Each asset gets its own record so you know what you have, where it is, and what's happened to it over time.
- A name and details — make, model, serial number, purchase date.
- A location — the property and unit where the item lives.
- Custom fields — capture whatever matters for your portfolio, from warranty dates to supplier.
- A value — what the item is worth, for tracking and reporting.
Adding an asset
Go to Maintenance → Assets and choose Add Asset. The form captures everything in one place:
- Name the asset. Identify the item clearly, for example "Suite 3B Refrigerator".
- Set the location. Choose the property and unit so the item is tied to a place.
- Record the details. Add make, model, serial number, and purchase information.
- Fill in custom fields. Add any extra information your team needs to track.
- Enter its value. Record what the asset is worth for reporting.
- Save. The asset now has its own record you can return to anytime.
Screenshot coming soon
The asset form showing name, property and unit location, make and model details, custom fields, and value.
Recording location & custom fields
Tying each asset to a property and unit means you can answer "what equipment is in this unit?" instantly, which is handy at turnover or inspection time. Custom fields let you store whatever else matters to your operation, such as warranty expiry, supplier, or installation date, without being boxed into a fixed form.
Building a service history
The real power of assets shows up when you connect them to maintenance. Link an asset to the work orders that touch it, and each repair, service, or replacement accumulates into a complete service history for that item. Over time you can see which appliances are costing you the most and decide when it's smarter to replace than repair.
Link assets to work orders
Tracking value
Recording an asset's value lets you keep an inventory of what your portfolio owns and follow it over time. This supports planning, insurance records, and a clearer picture of the capital tied up in equipment across your properties.
Adjusting defaults
Configure asset categories and defaults under Settings → Asset Settings so every new asset is organized consistently from the moment it's added.