How to Create Asset Types


Asset types are useful for understanding what qualifies as an asset for your business. For example, a single asset may be an entire security system, or one individual component in the system such as a camera.

You can create asset types to categorise the customer assets you maintain, and define the information captured for each asset created from that type.

You can then add service levels to asset types and specify the flat rate pre-build charge rate, failure points and recommendations, and test readings for each service level.

Flat price pre-builds are also referred to as set price pre-builds in some industries.

If you manage a large number of assets with multiple service levels, purchase and enable Maintenance PlannerClosed An add-on that tracks customer assets and alerts you when they are due to be serviced. to streamline your preventative maintenance. Learn more in About Maintenance Planner.

Learn more in How to Create Assets.