Asset groups and assets: terminology and screen labels
An asset group is one tracked installation or set of equipment at a property. For example, the fire extinguishers at 123 Main Street can be one asset group. An asset is an individual unit or device inside that group.
The asset group has a type, property, optional description, and Active or Inactive status. The assets inside it have their own attribute values such as size, make, model, or location. One Backflow asset group, for example, can contain several individual backflow assets.
The current screen labels follow that same distinction. The main Asset Groups page and a property's Asset Groups card list asset groups. Add Asset Group, Edit Asset Group, and Delete Asset Group operate on a group. On an asset group page, the Assets tab and controls such as Add Asset, Edit Asset, and Delete Asset operate on individual assets.
Before this terminology rollout, Asset Groups were labeled Assets, and Assets were labeled Asset Items. Older screenshots, exports, or saved instructions may still use those former labels. Use the grain of the record—not the legacy word alone—to identify what they mean.
Recurring services and automations belong to the asset group. Its asset group type identifies the kind of installation or equipment set, the assets are the individual units or components, recurring services define inspection requirements and due dates, and automations define what Essential should do when service is coming due.
Where to find it: Open an asset group from a property's Asset Groups card or the main Asset Groups page. The page heading reads Asset Groups / [type name], and its individual assets appear on the Assets tab.
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