What It Is
Digital inventory of equipment, appliances, and systems.
Why It Matters
Tracks warranties and service contracts
Monitors maintenance history
Aids budget and replacement planning
Creating an Asset
Go to Facilities > Assets.
Click Add Asset.
Required:
Name
Type
Location
Optional:
Description, serial/model #, manufacturer
Purchase/warranty info
Service provider
Cost/depreciation data
Attach manuals, photos, warranty PDFs
Embed up to 5 YouTube reference videos (common repairs, setup, etc)
Best Practices
Start with 20–30 critical assets (HVAC, elevators, pool equipment).
Moveable assets should always have a “home” location.
Use naming conventions:
“Lobby-AC1”
“PTAC-4589” (last 4 serial #)