Assets can be anything in your home that is worth tracking.\u00a0\u00a0 Examples of assets are; Boiler, Oven, Fireplace, Electrical systems, Appliances.\u00a0 Anything you would want to service, maintain and potentially track.<\/p>\n
The advantage to defining an asset, is that you can link an asset to a service provider and they can manage it for you. \u00a0For example, you can create a boiler as an asset, then link to a local heating engineer as your service provider.\u00a0 Your asset can then be managed by your supplier and you can share information about your servicing needs and any past and future maintenance.<\/p>\n
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To create an Asset,\u00a0 click on the \u201cAdd Asset\u201d button on the manage property page.<\/p>\n
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The Asset Summary Shows the type of asset and high level information including an image and location shown on a map.<\/p>\n
Four buttons are in the Asset Summary to give you quick access to some key features<\/p>\n
If you have setup a maintenance schedule and set a maintenance start date, then the \u201cNext Service Due\u201d date will show in the Asset Summary.<\/p>\n
If you have chosen a Service Provider, then a \u201cRequest Service\u201d button is also in the Asset Summary.<\/p>\n
The information box contains all the information about your asset. \u00a0Including:<\/p>\n
Name ;Type Make; Model Height ; Width; Length.\u00a0 The information stored is flexible to allow you to classify and define your assets with information that\u2019s relevant.<\/p>\n
Here you can also define a schedule for your maintenance and start date.<\/p>\n
Decide if you want to automatically roll the schedule when the date is reached, or if you want the schedule to show as overdue if maintenance has not been recorded.<\/p>\n
Decide if you want a reminder sent about approaching maintenance and choose how much notice you want that the maintenance is approaching.<\/p>\n
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If you have setup a maintenance schedule and set a maintenance start date, then a list of Upcoming Events for this Asset is shown here.<\/p>\n
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The Service Provider section is where you can configure your chosen local business to carry out the scheduled maintenance on your asset.<\/p>\n
Click the \u201cChoose a Service Provider\u201d button to show the \u201cManage Service Provider\u201d window.\u00a0 From here you can choose from a list of relevant local providers and a short list of your favorite businesses.<\/p>\n
Configuring a Service Provider for your Asset allows your Service Provider to view information about your Asset, including your schedule, Maintenance History and location.\u00a0 You can also choose to allow your Service Provider to add Maintenance history and notes against your Asset, to keep track of servicing for you.<\/p>\n
The Service History of your Assets can help you decide on upcoming maintenance and also inform your service Providers on what has been done and needs doing in the future.<\/p>\n
Add items to your service history by clicking the \u201c+\u201d button, adding some information and selecting \u201csave\u201d.<\/p>\n
If you have allowed updates to your Service History from your Service Provider then these entries will be prefixed with the Service Provider\u2019s business name.<\/p>\n
We will keep on the lookout for competitive local options for you, so alternative options for Service Providers that cover your area for this type of asset are shown in this section.<\/p>\n
If you decide you would rather use one of these options as your Service Provider then slide the bar to the right and choose the \u201cLink\u201d button.<\/p>\n","protected":false},"excerpt":{"rendered":"
Assets can be anything in your home that is worth tracking.\u00a0\u00a0 Examples of assets are; Boiler, Oven, Fireplace, Electrical systems, Appliances.\u00a0 Anything you would want to service, maintain and potentially track. The advantage to defining an asset, is that you can link an asset to a service provider and they can manage it for you. … <\/p>\n