TABLE OF CONTENTS


Asset Overview

The Assets Tab appears at:

  • Property level for single-unit properties
  • Unit level for multi-unit properties

It tracks:

  • Appliances
  • Equipment
  • Fixtures
  • Any assigned items tied to a property or unit

You may view:

  • Current assets (assigned to the unit/property now)
  • All assets (full historical record)


Asset Assignment and Movement

Use Move Asset(s) to:

  • Assign assets to the property/unit
  • Transfer assets between units
  • Transfer assets between properties
  • Return assets to storage

The movement screen allows PMs to define:

  • Where the asset is going
  • Why it is moving
  • Effective dates


Asset History

The History panel displays a complete log of the asset's usage and movement.

History includes:

  • Created timestamp
  • User
  • Lease Start Date related to the log
  • Reason Name (system-generated)
  • Asset Type
  • Asset ID
  • Asset Description
  • Work Orders tied to the asset
  • Repair costs
  • Storage Location
  • Estimated Return Date

Additional filters:

  • Include Work Order History
  • Include non-individually tracked items
  • Asset Type filter
  • Advanced filter button for column-based filtering


Asset Filtering and Display Tools

Assets may be viewed using the Display dropdown:

  • Current
  • All


Vertical Divider Tool

A gray vertical divider lets you:

  • Keep certain columns visible
  • Scroll horizontally while locking important fields


Asset Workflow with Work Orders

When viewing asset history, PMs may check:

  • Include Work Order History

This merges all work orders linked to the asset, providing a complete maintenance timeline.


Where Assets Appear

Asset tracking appears in:

  • Unit Notebook for multi-unit properties
  • Property Notebook for single-unit properties


Additional Notes

  • The system logs every movement and change to the asset record.
  • Work orders tied to an asset appear directly in the asset history.
  • Storage location and estimated return dates assist with inventory control.