How to Use Asset Record Forms


Asset record forms provide asset summaries and records based on quotes or jobs with associated assets. They are particularly useful if you do not have Maintenance PlannerClosedEnterprise only: An add-on that tracks customer assets and alerts you when they are due to be serviced. enabled and so do not have asset reporting.

To access various asset forms, open a quote or job and click the Forms tab, then select the appropriate form from the Form drop-down list. If they are not accessible from this menu, you need to add them in System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Forms Setup > Job / Quote > Forms > Form List > Forms Assigned.

Learn more in How to Set Up Job Forms / How to Set Up Quote Forms.