AroFlo features a bulk data import tool that allows you to import large lists of assets from a .CSV or .XLS file. See Bulk Data Import for more information.
Assets can be created from various screens throughout the Office interface (Quotes, Tasks, Manage > Assets, etc). The following instructions show you how to create an asset via the Create menu, with similar steps applying to all other areas that feature assets.
Go to Create > Asset.
Complete the fields as described in the table below.
Click Add Asset.
Note: Fields marked with an asterisk only appear once you've saved the asset card for the first time.
This is the primary identifier for the asset.
It is good practice to include a serial number within the asset name to help make it easier to identify the correct asset.
Categories are used to group common assets together. Some examples might be air conditioners, emergency lights or vehicles. See Create Asset Categories for more information.
Defaults to the current business unit. Start typing the client name or use the (magnifier) to search and select from the client list.
Select the address at which the asset is located. This location list will display any locations that have been created against the client.
The date the asset was commissioned or entered into production/usage.
Used for referencing an order code for purchasing.
Used to capture the internal reference number that the client has for this asset.
Specific model number details for this asset.
Used for recording the serial number of the asset.
Used for recording the details of a bar code associated with the asset. This information will be used for finding or adding assets in the Field interface using Barcode Scanning.
Displays the current odometer reading of the asset. This figure is updated by assigning the asset to a task and registering the ODO reading at a particular time.
The unit of measure for the odometer reading. The options are Kilometres, Hours or Miles.
Get GPS on Task Asset Checklist
Enables the capturing of GPS coordinates when asset checklists on tasks are completed via the Field interface.
Allow Sub Assets
Allows you to add sub-assets that are part of the primary asset. For example, an asset might represent a large machine that consists of smaller components that are maintained and serviced on their own separately.
You can view sub-assets in the Manage > Assets list by clicking the plus symbol next to the client's name.
Used to identify the asset as 'Active' or 'Archived'.
To archive an asset, select 'Archived' and click Save. Note: any existing GPS device connections will be deactivated.
You can add Custom Fields to your assets if you need to, and apply them to certain asset types. This allows you to record additional details specific to that asset type.
Within your Vehicles category, you could have the Asset Types 'Pilot Vehicles', 'Delivery Vehicles' and 'Service Vehicles', each with different custom fields.
Once you've added the asset, the following tabs will appear at the bottom of the asset card:
Used to record notes about the asset in either plain text or HTML. Date and time stamps are automatically stored against the note. This information can be viewed in both the Office and Field interfaces. See Notes for more information.
Documents & Photos
Used for storing documents and images associated with the asset, such as warranty information, user manuals, photos of the asset or even a video on how to perform particular actions with the asset. See Documents and Photos for more information.
Displays asset movement history including client, location, date and time moved, and the user who changed the asset details.
Used to link electronic compliance forms that are associated with this asset.