🏢 Edit an asset's name, type, data fields and warranty on its card, and find its photos, documents, work orders and history in the same place.
You need the Editor role or higher to edit. Viewers see the same card but cannot change it.
Open the card
Tap the asset on the floor plan or in the Assets topic. The small card shows the photo, the description and round buttons for a photo, Relocate and Copy asset. Expand it for the full card. Show on the location banner takes the map to the asset.
Fill in the details
Name, and Select a type for your asset. The type decides which data fields the asset carries. See Give the type its data fields.
Warranty valid until, with Warranty valid from and Warranty length. See Set the warranty.
The data fields of the type, with Show N more data fields, and a Description.
Associated work orders: the work orders connected to the asset, and a button to add one placed on it.
Inspection tasks: the rounds that check this asset. Add new adds it to an inspection.
Attachments: photos and documents. Add new uploads one; View, Download and Delete are in each file's menu.
An asset that comes from the building's 3D model also shows Model info, with Show all for the data the model carries.
The three-dot menu
Center takes the map to the asset. Relocate, Clear position and Copy asset move and duplicate it; see Move or copy it. Export makes a PDF of the floor with the asset marked. Connect QR code links a label to it. Edit data fields, for Admins, opens the asset type. Delete asset removes it, after confirmation.
Read the history
Activities on the card lists what happened to the asset and who did it: created, renamed, moved, a new type, a data field changed, a photo or document added or removed, a warranty set, added to an area, included in an inspection.
If it doesn't work
The fields are grayed out
Viewers cannot edit. Ask an Admin in your organization to change your role; see Get access when something is missing.
There is no Delete asset
Assets that come from the 3D model cannot be deleted. A wrong or missing one is a drawing edit; see Report a drawing edit.
Export is grayed out
The PDF needs the floor plan. Open the building first.
