This feature allows service providers to transfer assets they own and their history to their client's portals. This feature will also allow service providers to move assets from one client portal to another.
When in the asset manager, select an asset you would like to transfer to a client then click 'Transfer to another Company' to begin the transfer. Note: if you do not see this feature, please contact support at email@example.com or 858-223-1560 so
If you are looking to transfer an asset between 2 clients, navigate to the 'Manage Clients' screen. Click into the client you would like the asset transferred from.
Next, select the asset you would like to transfer by clicking the check mark then click 'Transfer to another Company' to begin the transfer.
A pop-up window will appear that asks if you would like to transfer the service records of the asset. Once you have made your selection, click 'OK'.
Next, select the client you would like to transfer the asset to by clicking the green 'Select' next to the client. (Note: you can use the search bar to help find the client)
Next, chose the client site you would like to transfer the asset to.
Next, assign a service provider for that asset. (Note: the assigned vendor will typically be your company)
Associate a maintenance plan to the asset if needed. If a maintenance plan does not exist, you can create one during this step.
Once a maintenance plan is associated with the asset, you will have the option to delete or retire the original asset.