Manage asset groups and recurring services on mobile

Create or delete an asset group from a visit without starting an inspection report. You can also add or edit the group's recurring services.

Where to find it: Technician app → Visits → open an assigned visit → Visit Details → Asset Groups

Before you start

You need an internet connection and the matching role permission (if the app is still syncing changes you made offline, wait a moment and try again): Create Asset Groups, Delete Asset Groups, or Manage Recurring Services. Technician and back-office roles have all three by default. An administrator can turn any of them off for a role in Settings → Roles & Permissions → Asset Groups.

Add an asset group

1. Tap Add to the right of Asset Groups.

2. Choose the Asset Group Type and enter an optional Description.

3. Tap Save. The group appears on the property's visits without creating an inspection report.

4. Open the group to add individual assets (Assets tab) or recurring services (Services tab). See Add, edit, or delete an asset on mobile.

Creating another group of a type already on the property also requires Create Multiple Asset Groups. New groups created here start without recurring services; add services separately if you have permission.

Manufacture and installation dates

When adding or editing an asset, enter its actual manufacture or installation date in the matching date field. The date picker supports dates back to 1900, including equipment manufactured before 2000. Tap Submit to save the asset.

Asset locations

If the asset type has a GPS location attribute, adding an asset from the Assets tab tags the phone's current location automatically as soon as you choose the asset's Type. The GPS section is last in the asset form: a small map with Move Pin (drag the map under the pin, then tap Done) and, when editing, Clear — or Not set with Use My Location and Place Pin (put the pin on a map yourself). The change is saved when you tap Submit. Each asset card shows the location as a teal pin with its accuracy; tap it to open the group's map on that asset. The Map button at the top right of the group screen (beside the ⋮ menu, which shows only when your role can delete asset groups) opens the same full-screen map with every located asset — tap a pin, then its card, to open the asset. (The group's tabs are Assets, Services, and Files; the map is not a tab in the mobile app.) See Tag where an asset is (GPS location attributes).

Add or edit recurring services

1. Open an asset group from Visit Details.

2. Open the Services tab, then tap Add to the right of the tabs, or tap Edit on an existing service.

3. Choose the Service, Frequency, and Frequency Unit. Set the recurrence, rounding, and flexible timing as applicable. Available recurrence choices follow your company's settings.

4. For a new service, enter the last service or installation date, or the last due date for a schedule based on due dates. When editing, leaving the date unchanged preserves the recorded service history.

5. Tap Save.

Edits preserve the service's existing asset filters and automation setup. New services use the group's existing automation type, or no automation when the group has no services. Saving recalculates the schedule using the same behavior as the web app; it can change when automated outreach or tasks are due.

Delete an asset group

1. Open the group, tap the ⋮ menu at the top right, then tap Delete Asset Group.

2. Review the confirmation and enter a Reason for deletion.

3. Tap Delete. You return to Visit Details and the group disappears from the list.

Deletion applies to the whole group, including its assets and recurring services. Existing inspection reports and started automation history are retained. See what deletion removes.

If the office changed a recurring service while you had it open for editing, the save is refused with a message saying so. Pull down on the visit to refresh it, then make your change again on the current values.

If the office deactivates or deletes the asset group just as you save one of its recurring services, your change is still saved, but the group leaves Visit Details and the app tells you the office has since removed it.

What the office sees

Every change you make here is recorded on the job's timeline under your name — for example Asset group Fire Alarm "Lobby" added from the visit or Recurring service Annual Inspection (Annual) updated on Fire Alarm from the visit — so the office can see what changed from the visit on the job page, alongside the asset group's own history.

The job's task in the Tasks inbox (Tasks → Jobs) also gets an Asset Group Changes section: a one-line count of what changed from the visit — asset groups added or deleted, assets added or removed, attributes updated, recurring services added or updated (for example 1 asset group added · 37 attributes updated · 1 recurring service updated). Assets you add, edit, or remove from Visit Details count here too, and so do the assets an inspection report submission adds, updates, or removes; attribute edits are counted per attribute, not per save, adding or removing an attribute photo counts as one, and a recurring service you edit more than once counts once. View details opens the changes grouped by asset group, each group linked to its page, with asset edits rolled up into one line per group (for example 120 attributes updated on 12 assets). The section only appears once someone has changed something from a visit.