12.3 Add, Edit & Delete Assets

Add Assets

From the ‘Assets’ screen, click on the round orange and white ‘+’ symbol. The ADD NEW ASSET sidebar opens. Click the x button to close the sidebar If needed.

Enter the following details:

  • Title – type in an appropriate descriptive term
  • Address – if when typing an address in this field a dropdown appears with the right address, click on it. If a dropdown does not appear click on the ‘location doesn’t appear in dropdown?’ toggle. Enter the address into the Address fields that appear.
  • Notes – type appropriate supporting text

Click ‘Update’. The sidebar will automatically close.

Alternate Create Asset Method: From the ‘Assets’ screen, click ‘Create Asset’. Then follow the instructions above.


Edit Assets

  • From the ‘Assets’ screen, click on the pen icon to the right of the asset
  • Make changes.
  • Click Update. The sidebar will automatically close.


Delete Assets

  • From the ‘Assets’ screen, click the bin icon to the right of the asset
  • Click ‘Yes’ when you see ‘Are you sure you want to delete’ the asset
  • Click ‘cancel’ if you do not want to delete the asset

It is not permitted to delete an asset that has any jobs attached to it. To do this first delete all the jobs attached to it.