If you are wondering how to add and edit your assets from your WebApp, you have come to the right place.
On the far left-hand side of the WebApp, you will find the "Assets" tab. Click on this tab because we will explain how to add an asset and edit an existing asset.
Once in the 'Assets' tab, you will be presented with the above image plus a list of your assets. To Add a new asset click the blue ' New Asset' located on the top right corner of your screen as shown above.
Below you can see the next dialogue that pops up once you have clicked on the green "Action" button from the WebApp.
The image above you have two address lines, the 1st line, is commonly used for the street number and street name. The 2nd line is for the city/region. Of course, you can have it how you like and what is easier for you. Remember this is what you will be using to search for your assets when the time comes.
Here we have the Reference line, now this can be something very specific to your needs, for example, a case# or property-id# so that the report generates this text into the report.
There is an inspection date; this is the inspection due date that you have probably already heard pop up a few times in other articles, and that is because you need to know the differences between the inspection due date and scheduled date (covered in dashboard support document). If you can see the little calendar on the right-hand side of the field, it has been highlighted for you. This will bring up a dialog where you can select the exact date for this new assets inspection due date.
Lastly inspection frequency, this is basically how often will you need to be doing your inspections for this property. If you click the drop down box, it will bring up a wide range of periods to select from.
These two lines allow you to either place the alarm code or the location of the key. Once you have added all the details that you wanted, click the blue "Add" bottom and this will save and create the asset.
Once you have added an Asset you will have more options to make changes. The "Action" green button that you might have noticed on the far right-hand side of the screen offers 3 additional tabs once clicked as shown below:
This option when clicked on will take you to the asset information page just like you saw when creating a new asset in step 3 of this article. The primary purpose of this is to allow you to make changes to the asset that might have changed.
In this part of the drop down box, you can see currently added contacts such as maybe the Landlord, Tenant or other relevant individuals who are a point of contact for this particular asset.
If your asset does not have a setup contact then you will be presented with a blue button that says " + New Contact " once clicked you will be prompted with the below options:
Once all the above details have been filled in, simply click the "Add" button that will load this contact to that particular asset that you were viewing. You are able to have multiple contacts.
This section of the drop down button is VERY useful; you can locate and view all inspection reports that have been completed for this particular asset without having to look for them one by one. This saves you a lot of time, making it more efficient to find how many reports have been completed or if you need to send a report directly to a customer because maybe someone forgot to send the latest inspection report to the landlords.
You will also notice you can filter the search by property managers, dates, inspection types and keywords.