What is an Asset in Caction?

What is the Asset Page in Caction?

In Caction, the Asset Page (Asset Data Level) is where you track, manage, and understand the full lifecycle of a physical asset, all in one place.

An asset refers to any equipment, machine, lift, escalator, printer, instrument, system or facility items that requires monitoring, servicing, inspections, or maintenance. Examples include elevators, air-conditioning units, generators, security systems, machinery, or site equipment.

The Asset Page connects real work (jobs, inspections, repairs) to the actual asset being serviced, so teams don’t just see tasks; they see asset history, condition, and patterns over time.

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Why is the Asset Data Level Important?
What Information Is Stored in the Asset Page?
How Teams Use the Asset Page Day-to-Day
How the Asset Page Connects With Other Parts of Caction
Asset Page vs Job Page vs Customer Page

Why is the Asset Data Level Important?

Most operational problems don’t come from “bad people”. They come from missing asset context.

The Asset Page helps solve this by:

1. Preserving Asset Knowledge

Instead of relying on technician memory or old files, all past work and issues remain permanently tied to the asset.

2. Improving Maintenance Quality

Teams can see:

What was serviced before
What issues keep recurring
What parts were replaced and when

This leads to better diagnostics and fewer repeated mistakes.

3. Supporting Preventive Maintenance

With a clear asset history and schedule, teams can shift from reactive repairs to planned, preventive work, reducing downtime and surprises.

4. Enabling Smarter Decisions

Managers can identify:

High-maintenance assets
Assets nearing end-of-life
Assets that may require upgrades or replacement

What Information Is Stored in the Asset Page?

Each Asset Page acts as a long-term record of an asset’s operational life and typically includes:

Information	Description
Asset details	Asset name, type, model, serial number, location, and reference codes
Linked customer and site	Clear visibility into who owns the asset and where it is installed
Complete service and job history	All preventive maintenance, breakdowns, inspections, and repairs tied to the asset
Maintenance schedules	Recurring or planned jobs associated with the asset
Documents and attachments	Manuals, inspection forms, photos, certificates, and service reports
Status and condition tracking	Helps teams understand asset usage, issues, and reliability trends

This ensures the asset’s story is never lost, even as technicians, managers, or customers change.

How Teams Use the Asset Page Day-to-Day

1. Technicians & Field Teams

Review past service history before starting work
Understand recurring issues or previous fixes
Attach photos, notes, and forms that stay with the asset record

2. Operations & Service Managers

Track asset reliability and service frequency
Plan preventive maintenance schedules
Identify problem assets across customers or sites

3. Business Owners & Management

Gain visibility into asset performance without asking for updates
Understand cost and effort associated with maintaining assets
Make informed decisions on contracts, renewals, or replacements

How the Asset Page Connects With Other Parts of Caction

The Asset Page is tightly connected to the rest of the platform:

Jobs are linked to assets, building a complete service timeline
Customers can have multiple assets, each with its own history
Schedules and preventive maintenance plans are asset-driven
Reports and analytics use asset data to identify trends and risks

This ensures asset information flows naturally across teams and workflows.

Job Page vs Customer Page vs Asset Page

Job Page	One specific piece of work
Customer Page	Everything that has happened with a customer
Asset Page	Everything that has happened to a specific asset

In simple terms:

Jobs show what was done.
Customers show who it was done for.
Assets show what was worked on and how it has behaved over time.

Summary

The Asset Page in Caction provides a complete, traceable history of an asset, including service records, maintenance schedules, documents, and recurring issues. By connecting real work to real assets, teams gain better visibility, improve maintenance quality, and make smarter operational decisions over time.

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