The Service > Assets screen is the primary place to establish, track, and manage customer assets within the Service module. From here you can create new assets, monitor meter readings, review service history, manage components, and track supply orders — all from a single tabbed interface.

The Assets index lists all assets across all customers. The grid displays the following columns: Serial No, Reference, Brand, Product Code, Owner (customer name), Suburb, Location Name, Location Description, Condition, Date Sold, Sales Value, Sales Order, Financed By, and Status.

A contract type indicator appears at the far left of each row. A solid blue icon indicates a Service contract; an outline blue icon indicates a Finance contract. Rows with no icon have no active contract.

Several pre-built public filters are available from the filter panel: Active MIF (Machines in Field — all deployed active assets), View Assets by Meter, View Assets on Loan, and View Inactive Assets.

Reports available from the index: Asset Details, Asset Components, and Supply Order Yield Summary.

Select New Asset from the index to open the new asset form. The form is divided into four sections:

Customer — select the customer account this asset belongs to. Site — narrows to sites for the selected customer. Site Location — specific location within the site. Cost Centre — optional cost centre reference.

Serial No, Reference, Product Code (select from product catalogue), Brand (pre-filled from product), Description (pre-filled from product), Category. Meter configuration: Product Meter Type (pre-filled from product), Asset Meter Types (up to three — configure which meters are tracked on this specific asset), and Add Scans Meter toggles for each meter type.

Sale Condition, Sales Order (populated after Customer is selected; further filtered when Site is selected), Date Sold, Sold by (Sales Area), Sold Price, Financed By.

Linking a Sales Order and Sales Order Line pre-fills the Product Code, Brand, Description, and Category from the order. This supports Made-to-Order assets: when a Sales Order Line is linked, the asset automatically inherits the actual component parts recorded on that order, removing the need to add components manually.

SLA, Warranty Length, Warranty Expiry, Warranty Reference, Service Agent, Supply Agent.

Assets can be in the following statuses:

Active — the asset is currently deployed at a customer site.

Available — the asset is in the warehouse and ready for deployment.

Loan — the asset is on temporary loan to a customer.

Refurbing — the asset is undergoing refurbishment.

Returned — the asset has been returned from a customer.

Returned to Warehouse — the asset has been returned and is physically back in the warehouse.

Scrapped — the asset has been scrapped and removed from service.

Sold — the asset has been sold.

Inactive — the asset has been deactivated.

Status transitions are triggered by actions on the asset detail page: Return to Warehouse, Deactivate, and Scrap Asset.

Opening an asset record reveals the following tabs:

Lists all service jobs raised against this asset. Provides a complete service history across all job types.

Lists supply orders raised for this asset. New supply orders can be raised directly from this tab — this is the asset-context path for standalone supply orders. See Service - Raising Supply Orders for details on both order workflows.

Shows the supply history for this asset, including consumables and parts that have been supplied over time.

Displays the meter reading history for this asset. Each entry shows the meter type, date, and reading value. Readings are added when engineers submit job completions, when readings are entered manually, or when imported via an integration.

Lists all component parts currently installed on this asset. Tracks the physical configuration of the asset — useful for understanding what options, peripherals, or parts are fitted.

Used to record newly installed component parts on this asset. Select from the product catalogue to log what has been fitted.

Shows the ownership history of this asset — which customers it has been assigned to and when. Useful for tracking assets that have moved between accounts.

Shows a profitability summary for this asset, comparing revenue from contracts and invoices against costs from labour, parts, and supplies.

Internal notes and comments logged against this asset. Use this tab to record technician notes, escalation context, or standing instructions for the account.

An audit trail of all changes made to the asset record, showing what was changed, by whom, and when.

From an asset detail page, the sub-navigation bar provides links to:

Assets — returns to the assets index.

Asset Meters — opens a dedicated meter view for this asset's readings.

Asset Profitability — opens the profitability view for this asset.

The Switch Module action on an asset detail page allows you to navigate to the same asset in the Billing module, where it appears under the customer's Billing record for contract and invoice management.