Asset Groups and Recurring Services

Manage asset groups, assets, recurring service templates, automation, service completions, and equipment due dates.

Common tasks

• Merge and split asset groups
• Move an asset group to another property
• Transfer assets between groups
• See and browse all your asset groups (the Asset Groups page)
• What an asset group page shows
• Add or bulk-add assets to an asset group
• Editing, reordering, and deleting assets
• Set up recurring services on an asset group
• Set or change an asset group's automation (Automation Setup)
• Manually trigger or delay an asset group's automation
• Recurring service templates and template groups

All guides

• Merge and split asset groups
• Move an asset group to another property
• Transfer assets between groups
• See and browse all your asset groups (the Asset Groups page)
• What an asset group page shows
• Add or bulk-add assets to an asset group
• Editing, reordering, and deleting assets
• Set up recurring services on an asset group
• Set or change an asset group's automation (Automation Setup)
• Manually trigger or delay an asset group's automation
• Recurring service templates and template groups
• Asset groups and assets: terminology and screen labels
• Deleting an asset group (and what it removes)
• Searching and sorting assets within a group
• Setting up a recurring service in depth: frequency, automation, rounding, and the asset filter
• Why can't I add more assets? (per-group limits)