How do I create an Asset and manage this from the property details page?

Select the correct property to open its details page. Then, click on the sub-heading named “Asset Management”.

On the Property list page, click on the grey options menu in the top right-hand corner, and a menu will pop out. On this menu click “Add Asset”.

Once you have selected “Add Asset”, a pop-up screen will appear where you will need to input the relevant information such as the Description of the asset, the type, (which will be a drop-down menu where you will be able to choose the newly added Asset Type) the Serial Number, Location, and Quantity. You will also be able to upload any documents here if required. Once all the necessary information has been inputted, click “Save” which now will link this Asset to the property.

You can edit your asset at any time by clicking on the “Edit” icon in the far right-hand side of the screen. You can also archive an asset if it is no longer needed and this again can be done by editing the asset under the option “Is Asset Live?” if you placed this as “No” and save, the asset will now show as being archived.

When editing/updating an asset, you will also have the option to link an asset to a unit if the unit functionality is turned on and if a unit has been created against the property.