Navigate to Billing → Assets to view all assets across your organisation. The assets index displays Serial No (linked to the asset record), Brand, Product Code, Owner (linked to the customer), Suburb, Condition, and Status. Use the Columns button to add or remove optional columns including Meter Config, Geo Area, Contract count, Import Source, and Read Required.

Each asset has a Status that reflects its current lifecycle position. Active assets are deployed at a customer site under a contract. Available assets are in the warehouse and ready for deployment. Loan assets are temporarily placed with a customer. Returned assets have come back from a customer but have not yet been processed. Returned to Warehouse, Refurbing, Scrapped, Sold, and Inactive are used to track assets through decommissioning, repair, and disposal workflows.

The assets index toolbar provides four actions. Enter Transaction Meters opens a form to manually enter meter readings for one or more assets. Import Meter Readings allows bulk meter data to be loaded via file upload. View Assets on Loan filters the index to show only assets currently on loan. View Inactive Assets filters to show assets that are no longer active. The Reports button provides access to four reports: Asset Details, Asset Components, Asset Meter Summary, and Asset Meter Usage.

Opening an asset displays a left-side detail panel grouped into sections. The Asset section shows the Serial No, Product Code (linked to the product), Brand, Description, Category, and Condition. Customer Details shows the linked Customer, Site (with address), Site Location, and Cost Centre. Contract Details shows Linked Contracts, SLA, Warranty Expiry and Reference, and the assigned Service Agent and Supplies Agent. Sale Details and Meter Details sections are also present. The asset's current Status is shown as a badge at the top of the panel.

Each asset detail page has six tabs. Readings shows the history of all meter readings recorded for the asset. Components lists child components attached to this asset. Ownership tracks the ownership history of the asset. Profitability shows revenue and cost data for the asset. Comments is for internal notes. History shows the full audit trail of changes made to the asset record.

The readings tab is a grid that lists all the historic meter readings for this asset. It includes fields for the ‘Type’ of reading, the ‘User’ who inputed it, a ‘Source Reference’, ‘Sourced On’ date, the ‘Meter’ and it’s ‘Reading’.

The ‘New reading’ action button will display a form at the top of the page where you can input the ‘Sourced On’ date, optionally add a ‘Source Reference’ as well as input the individual readings for any meters on the asset.

Within the billing application, Assets can only be created from within a customer or contract (the ‘New Asset’ form is the same in both locations).

Selecting ‘New Asset’ will display a new asset form at the top of the page where you can enter the asset details. After selecting an existing ‘Product Code’, it will automatically populate the fields for ‘Brand’, ‘Description’ and ‘Product Class’. Site displays a list of sites (as seen in the sites tab). The ‘Serial No’ is a unique identifier for the asset, whilst the ‘Cost Centre’ is an un-validated text field.