FSM | Viewing Asset Info and Creating / Editing Asset

In Caction, an Asset represents any specific piece of equipment, machinery, or facility item that your team needs to monitor, maintain, or repair. This can range from heavy infrastructure like elevators and generators to individual units like air conditioners or printers.

By treating these items as Assets, you move beyond simple task lists. Instead, you create a central profile for every piece of equipment, allowing you to track its complete lifecycle, condition, and service history in one place.

Learn more: What is an Asset in Caction?

Why Use Assets?

Linking your jobs to specific Assets unlocks powerful capabilities for your team:

Seamless History Tracking: View the complete service history of a machine, including past repairs, parts replaced, and previous issues, all in one place.
Instant Access to Specifications: Technicians have full access to the asset's profile, including Brand, Model, Serial Number, and Warranty status — anytime, anywhere.
Eliminate Guesswork on Site: By matching the Serial Number or Asset Tag on the job sheet to the physical machine, technicians know exactly which piece of equipment to work on, preventing costly errors or servicing the wrong unit.

Viewing Assets on the Schedule

You can quickly identify which Asset is associated with a job directly from the Schedule view.

Mobile App:

You can instantly identify which asset is involved in a job just by glancing at your schedule list. The assets linked to each job are displayed as small tags (e.g., MCH-004, SYS-004, AC-007) directly on the card, just below the date and time.

Desktop:

You can use the dedicated Asset Schedule view to track maintenance timelines for specific equipment.
- Job Cards: The calendar displays the specific jobs linked to those assets.
- Schedule Filter: You can change the filter from a calendar view into specific day/week/month view by asset.

Viewing Asset Info in Job Details

Once you open a specific job, the Asset information is centrally located so you can verify equipment details before starting work.

Mobile App:

1. Tap the Schedule on the bottom navigation bar.
2. Tap on any Job Card to open the details.
3. Scroll down to the Asset section.

You will see a clear list of all assets involved. Just like the desktop view, the details shown here (e.g., Labeling Machine, SN287) are set by your admin to ensure technicians see exactly what they need to identify the machine on-site.

Desktop:

On the Job Details page, scroll down to find the Asset panel. Here, you will see a list of all equipment linked to the job. The summary card displays:
- Status (e.g., Active)
- Asset Tag (e.g., EQP-022)
- Serial Number (e.g., SN15179)
- Warranty End Date (e.g., 2026-05-25)

Note: Since these fields are customizable, your view may differ depending on which details your company has chosen to highlight.

Viewing Asset Details

To see the full profile of an item such as its technical specifications, warranty status, and supplier info — you need to access the Asset Details page.

Mobile App:

Tap on the any Asset card inside a job. This will navigate you to the dedicated Asset Profile screen.

Desktop:

In the Job Details view, locate the Asset section. Click the Open Icon (a square with an arrow pointing out) located next to the Asset Code (e.g., EQP-022). This specific action will redirect you to the main Asset Details page, which acts as the central database for that unit.

Viewing Asset History

The Asset History tab serves as a complete digital logbook for your equipment. It tracks every interaction — from service jobs and inspections to sales quotations—giving you a 360-degree view of the asset's lifecycle.

Mobile App
- How to View: Navigate to the Asset Details page and select the Asset History tab.

- Filtering Records:

At the very top of the screen, you will see a row of filter buttons (chips).

Desktop
- How to View: Navigate to the Asset Details page and select the History tab.

- Filtering Records:

By default, the list may show "Job" history. You can click the Filter Dropdown to view only specific types of records.

For a full guide on asset history, please refer to: (Link Placeholder)

How to Create a New Asset

Note: Creating new assets usually requires Admin permissions.

You can add assets individually via the web portal or the mobile app. This allows you to build your database as you acquire new equipment or onboard new client sites.