Common asset group and recurring service questions
Does scheduling a property create recurring automation automatically?
No. Scheduling work does not create the recurring automation by itself. Automation comes from the asset group's recurring service setup.
Set the recurring service frequency, last service date, next due date, and automation setup on the asset group. If those dates are missing, the next automation may not appear until the recurring service is configured or the service is completed.
I completed an inspection. Why was no future outreach created?
Check that the asset group has recurring services configured. A first inspection may not create the future recurring schedule if the asset group never had recurring services or a last service date set up.
If this is the first service cycle for a customer, review the asset group's recurring service setup from the back office.
Why does an asset group still show as due or awaiting service completion?
The recurring service may be waiting for the completion to clear, or the last service date may need correction. Check the asset group's recurring service card and service date.
If the dates look wrong after a completed service, contact Essential through the Talk to a human tab with the property, asset group, inspection report, and expected service date.
Can I create a new asset type or device type?
Essential configures new asset types and related setup. Contact Essential through the Talk to a human tab if you need a new asset type, device legend abbreviation, asset field, allowed-per-group limit, or report-specific device option.
How do I bulk add assets?
Open the asset group, then use the menu next to Add above the Assets tab's list and choose Bulk Add. Upload a spreadsheet or document, review the extracted assets, and create them.
Can technicians create recurring services from mobile?
Technicians can complete service and reports from mobile, but recurring service setup is handled from the back office today. If a field workflow needs to create or change recurring services, have the office review the asset group after the visit.
Where to find it: Asset group page, Recurring Services card, Automation Setup card, and Essential Assistant > Talk to a human
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