See and browse all your asset groups (the Asset Groups page)
The Asset Groups page lists the asset groups across all your properties (an asset group is one type of equipment at a property, such as the fire extinguishers or the sprinkler system). Each row shows the Name (the asset group type with its description), the Property it's on, the Next Due Date, the Automation Type (Custom Task, Automated Outreach, or None), the Next Automation Action, and Created At.
Use Search assets, properties, customers in the page header to find groups by property name, property address (including unit, city, state, or ZIP code), customer name, asset group type or description, or stored values on individual assets. Search is case-insensitive and supports partial words.
Combine terms to narrow the results: for example, Acme Main extinguisher can match the customer, street, and group type together. Every word must match somewhere; when matching individual asset values, those values must belong to the same asset. Groups with no assets can still be found by their property, customer, type, or description. Search combines with the active filters, and Export CSV downloads the matching results.
Use the Filter control to narrow the list by Next Due Date, Next Automation Action (including Awaiting Service Completion), Asset Group Type, Recurring Service, or Asset Attributes, and sort by clicking the Next Due Date, Next Automation Action, or Created At column headers (the Name, Property, and Automation Type columns aren't sortable).
The Asset Group Type and Recurring Service filters have a Select all link above their list that ticks every value at once, then turns into Clear all. With a search typed into the Search values box, the link reads Select all matching and ticks only the values matching that search — so "fire" then Select all matching picks up every fire service without touching the rest.
With either filter open, press Arrow Down, then Enter or Space to activate its Select all or Clear all action.
Recurring Service lists the services your recurring services run on — Annual Inspection, Semi-Annual Inspection, and so on. Tick one to see every asset group scheduled for it, or tick several to see the groups on any of them (for example everything annual plus everything semi-annual). A service set up separately for each asset group type appears once in the list, and picking it matches all of them.
Export CSV downloads the list, and clicking a row opens that asset group. You add a new asset group from a property's Asset Groups card, not from this list.
Where to find it: Asset Groups page (main navigation, Asset Groups; the route is /asset-groups)
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