Documentation and Support

Asset Improvements Organizations can now define custom asset statuses that align with their specific processes, with the ability to apply these statuses in...

Custom asset statuses help you track the state of your assets throughout their lifecycle. Define statuses that match your workflow and apply them individual...

The Product Type-Specific Custom Asset Attributes feature allows administrators to configure which custom asset attributes are displayed based on an asset&#...

Status Triggers Overview Status triggers automatically update your asset statuses based on specific events. Set up triggers once and let the system manage ...

Two new fields have been added to the asset "Lifecycle" tab in the Cost & Value section: Purchase Order Purchase Memo These fields provid...

Overview The "View/filter asset areas in work orders" setting enables automatic synchronization between asset areas and work orders. This feature...

Available Date Tracking Fields The system provides six key milestone dates to track assets throughout the entire service lifecycle: Date Sent for Service...

Overview Service Providers can now generate multiple work orders for selected client assets based on their due dates and service schedules. This batch proc...

Overview Review Checkpoints allow you to collect and verify critical information at key stages of your service workflow. These checkpoints are configured u...

Required Checklist Items ensure critical data fields are completed before a service order can be marked as complete. This functionality enforces data integr...