Files on an asset group
Asset groups have a Files tab where you can keep documents tied to that equipment — photos, manuals, inspection certificates, warranties, and the like. It works the same way as files on a property, including who is allowed to see each file.
Where to find it: An asset group's page, the Files tab (next to Assets)
Add a file
Open the asset group and switch to the Files tab.
Choose Add.
Pick the file, give it a name, and set its visibility (see below).
Save. The file is attached to the asset group and appears for anyone whose access includes that visibility level.
View files as a list or a gallery
The Files tab can show your files as a list or as a gallery of preview tiles. Use the toggle to switch between them — Essential remembers your choice for next time. You can also:
Search by file name to filter the list.
A download icon (tooltip "Download all files") downloads every file in the group at once. It only appears once the group has more than one file.
Click a file to preview it.
Who can see a file (visibility)
Each file has a visibility level that controls who can see it — the same three levels used for property files:
Back Office Only — office staff with back-office file access.
Back Office + Technicians — also visible to field technicians in the mobile app.
Back Office + Technicians + Customers — also shared to the customer through the customer portal.
The levels you can choose from depend on your own permissions, and you can only widen visibility, not narrow it below what you can see yourself. The customer level only appears when your business has the customer portal enabled, and a specific customer must have portal access turned on to actually view a file shared with them. Small icons on each file show its current visibility at a glance. See Property files and who can see them for the full explanation of the levels.
On mobile
Field technicians see an asset group's files on the visit in the Essential mobile app, limited to the files their access allows, and can attach new files from there.
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