Adding an asset group to a property

An asset group represents a type of equipment at a property, such as a set of extinguishers or a sprinkler system. To add one, open the property page and use Add on the Asset Groups card to open the Add Asset Group window. Start by choosing the Asset Group Type.

If recurring service templates exist for that asset group type, a Recurring Service Template field appears. You can pick one of those templates to set the equipment up with its standard recurring service, or choose Create from scratch to add the group without a template.

When a default template is configured for the asset group type, it's preselected for you, though you can change it. Applying a template adds a required Last Service or Installation Date field; this date tells the system when service last happened (or when the equipment was installed) so it can schedule the next recurring service correctly.

If you create from scratch, or if the asset group type has no templates, no date is required here. You can also fill in any custom fields shown for that asset group type and add an optional Description, which is helpful when a property has several asset groups of the same type. Select Add Asset Group to finish.

Note that depending on your permissions, each asset group type may be limited to one group per property. If Add is greyed out, hover it to see why: the property already has a group of every available asset group type, and your role can't add a second group of the same type (that takes the Create Multiple Asset Groups permission) — contact your business's administrator if you need it.

Where to find it: Property page, Asset Groups card, Add button, Add Asset Group modal

Related guides

• See a property's equipment and asset groups
• Add or manage contacts on a property
• Create a property
• Move a property to another customer
• Use Customer Billing or set Property Billing