Work on a service asset

What a service asset's page shows, including its work order and booking history, how to edit it, link related equipment, export it, and archive it.

In the sidebar, open Accounts, then Service Assets, and press View on a row. You can also open one from a customer's Service Assets tab or from a work order. The page address is /service-assets/ followed by the asset and the tab you are on. It is laid out like every record page (see Find your way around a record page).

What you see

• The summary strip: the Primary identifier (for example the serial number), the Account, the Service location and the Profile.
• The details panel on the left:
  • Service asset details: account, location, profile, Manufacturer, Primary contact, and when it was Installed, Removed and Updated.
  • Identifiers: every serial number, tag or other number on file.
  • Relationships: other equipment it belongs to or contains, such as a coil inside an air handler.
  • Additional details: your organization's own fields.

The tabs

• Overview: Core context with tags, Origin and references (the install, sale or stock record it came from), Recent work orders that targeted it, and Recent bookings.
• History: every change to the asset, its identifiers, relationships and origins. Filter by type and by outcome, and press Load more for older entries.
• Checklists: inspections and quality checks for this unit (Run a checklist on a work order or record).
• Notes and Files: notes, manuals and photos of the plate (Add a note to a customer or record, Attach a file or photo to a customer or record).
• Activity: recent events on the asset (See what happened on a record).

Steps

To link related equipment:

1. Under Relationships, press Add relationship.
2. Pick the Related Service Asset (it must belong to the same customer), then the Relationship direction: This asset is the main / parent equipment or This asset belongs under the related equipment.
3. Choose the Relationship type (Contains, Attached to, Paired with, Depends on or Installed on) and Relationship status, add dates and Notes if useful, then press Add Service Asset relationship.

To edit the asset, press Actions, then Edit Service Asset. The same form as a new asset opens at /service-assets/ followed by the asset and /edit (Track a service asset). Change what you need and press Save Service Asset. Nova takes you back to the asset.

The Actions menu

• Back to Service Assets, Add note and Upload file.
• Open account and Open location jump to the customer and the address.
• Track related Service Asset starts a new asset with the same customer, location and contact filled in.
• Edit Service Asset, and Export Service Asset, which downloads this asset's record as a file.
• Customize tabs (Change the tabs on one customer or record).
• Archive Service Asset, last and in red: the asset stays in history but active work should stop using it. An archived asset offers Restore Service Asset instead.

If something looks different

• History, Checklists or Activity is missing: your role cannot see that information, or an admin hid the tab.
• Edit Service Asset, Export Service Asset or Archive Service Asset is missing: your role lacks that permission.
• Invalid Service Asset link.: the address is incomplete or the asset no longer exists. Open it again from the list.