How to Manage Customer Assets

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Customer Assets

There are two approaches to job creation and workflows for asset maintenance in Simpro Premium:

• Recurring jobs
• Maintenance Planner

If you provide standardised services for a small to moderate number of customer assets, you may wish to create recurring job templates for each customer asset and their related service periods. The system alerts you when jobs are due to be created based on the recurring job frequency setup on your job template. Learn more in How to Create Recurring Jobs.

If you have assets that have multiple service levels requiring a variety of different duties and services, you may instead wish to purchase and enable Maintenance Planner An add-on that tracks customer assets and alerts you when they are due to be serviced. so you can create and assign service levels to specify the servicing and testing frequency for each customer asset. Learn more in How to Set Up Maintenance Planner.

You can then view which assets are due to be serviced and create the required jobs in Maintenance Planner.

If you currently manage customer assets using recurring job templates, you can transfer and manage your existing asset data in Maintenance Planner.

To view all customer assets, hover over Utilities , then click Customer Assets.

Assets are organised according to asset type, then by customer site. You can manually locate an asset by clicking the applicable asset type and site, or alternatively, perform a local search using information entered in the asset's custom fields.

Click Advanced to filter customer assets according to Customer Asset Status, the Period during which they were created for a job, or the Customer Asset Type. When searching within an asset type, you can also filter assets by Site.

Access customer asset options

Click Options on an asset to access the following options:

Edit Customer Asset	Access and edit the customer asset. You can also access the asset by clicking it.
Create Job	Create a new service job with the Job Cost Centre defined in the asset type in System > Setup > System Setup > Customer Assets > Asset Builder.
Print Barcode	Print a barcode entered in a custom field if applicable.
Transfer Customer Asset	Transfer the asset to another site by searching and selecting the site, then clicking Save.
Asset Tree View	Opens up a new tab to display visual relationships between assets in a tree view.
Maintenance Planner	Click: Change Contract to select a different contract from the associated customer card file Change Service Start Date Change Service Dates to select a new date for the asset's next service Remove Service Levels.
Archive Customer Asset	Archive a customer asset. You can view archived customer assets by going to Utilities > Customer Assets > Advanced > Customer Asset Status, then selecting Archived or Active & Archived. To make a customer asset active in your system again, click Options > Activate Customer Asset.
Merge Customer Asset	Enter the Asset Number of the asset you want to merge the asset into and click Merge. When Asset A is merged into Asset B, Asset A is archived and a range of information is copied from Asset A into Asset B. Any data that has been populated in custom fields in Asset A that have not been populated in Asset B are copied into the corresponding field. Any data populated in custom fields in Asset A that are already populated in Asset B are not copied. When Asset A is being merged into Asset B, any service levels in Asset A that are not in Asset B are merged. Any service levels already in Asset B are not copied. Test history for both assets is retained and merged together. You can merge assets into assets from other sites. Merged assets retain all attachments from both assets. Assets being merged must be the same type.
Copy Customer Asset	Create a new customer asset using the details of this existing asset. Click to display the Create Customer Asset page. Update details, as required and click Save and Finish.
Delete Customer Asset	Permanently delete a customer asset.

Select the check boxes and access the following options in the footer:

Change Contract	Select a new contract to associate these assets with.
Change Service Start Date	The Start Date defaults to today's date. You may wish to adjust the Start Date to reflect the date the asset was last serviced.
Change Service Dates	Select a new date for each service level.
Add Service Levels	Update the service levels in this asset.
Remove Service Levels	Remove any service levels from this asset.

To transfer assets between sites:

1. Go to Utilities > Customer Assets.
2. Locate the customer asset by clicking the applicable asset type and site.
   • Alternatively, perform a local search or click Advanced to filter assets.
3. Click Options > Transfer Customer Asset.
4. Search and select the site you wish to Transfer To.
5. Select Transfer Child Assets to transfer any child assets on the same site. Learn more in How to Use Nested Assets.
6. Click Save.

Click the customer asset to access it and ensure all information entered in Custom Fields are still correct, such as installation dates and site-specific information.

Transfer assets from within a site

To transfer assets from within a site:

1. Go to People > Sites, then locate and click the site.
2. Click the Customer Assets tab.
3. Locate the customer asset either manually, or selecting from the drop-down list to Filter by Asset Type.
4. Click Options > Transfer Customer Asset.
5. Search and select the site you wish to Transfer To.
6. Select Transfer Child Assets to transfer any child assets on the same site. Learn more in How to Use Nested Assets.
7. Click Save.
8. Click Save and Finish.

Click the customer asset to access it and ensure all information entered in Custom Fields are still correct, such as installation dates and site-specific information.

You can organise your assets by creating parent-child relationships. Additionally, you can have parent-child assets use the same service levels to save time in creating jobs if you use Maintenance Planner. Learn more in How to Use Nested Assets.

To see relationships between assets more easily, use the asset tree view.

1. In a site card file, go to the Customer Assets tab.
2. Click an asset.
3. Go to the Related Assets tab.
4. Click Asset Tree View.
   • Alternatively, click Options > Asset Tree View.

The asset tree view opens in a new tab.

Use the scroll bar on the left to zoom in and out of the tree view.

To collapse the children underneath an asset, click the arrow icon above the asset.

To focus on a direct line of relationships and collapse all other assets on the same level, click the magnifying glass icon.

Click Close to close the tab and return to Simpro Premium.

Once assets are added to a job, you can see them on the job card in Simpro Premium and in Connect, where you can record test results and notes about the work performed on the asset.

You can either automatically assign assets to jobs as they are created, or add assets to jobs manually.

To automatically assign assets to jobs as they are created:

1. Go to System > Setup > Defaults > System > Customer Assets.
2. Under Customer Assets Auto Assign to Jobs, select On.
3. Click Save.

To add assets to jobs manually:

1. Open the job as normal and go to the cost centre.
2. Go to the Customer Assets tab.
3. In the Add Asset field, search and select the asset. You can select any asset that is associated with the site and has not yet been added.
   • You can also select an asset type under Add Customer Asset Type to add all assets of that type.

The asset is added to the job.

US only: If you use Simpro Premium in the United States, the term 'work order' is used instead of 'job card'.

To create a job for an individual asset:

1. Go to People > Sites.
2. Locate and click the site with the asset.
3. Go to the Customer Assets tab.
4. Click Options > Create Job on the asset.

This creates a new job with that one asset automatically assigned.