Asset Inventory

Asset Inventory

Asset Inventory is a list of all the assets/tools a company possesses. This includes equipment owned as well as equipment leased or rented.

Viewing Assets

1.  In the Control Center, go to Asset > Inventory. 

2.  In the Asset window, all available assets are displayed. Select the asset you want to view.

Creating an Asset

There are two ways to add an asset to your WorkMax system: through integration from your account software and in the WorkMax Control Center. This guide outlines how to add assets in the WorkMax Control Center.

In the Asset window, select the [+ New] Button to open the “Info” tab.

On the “Info” tab of the new asset, the following fields are available:

  1. Name – Name of the asset. (Required)
  2. Description – A description of the asset.
  3. [Choose File] – Select an image file to insert.
  4. Status – Current status of the asset. (Required)
  5. Condition – The condition of the asset.
  6. Code – A code to identify the asset.
  7. Parent Asset – Designates the new asset as a child asset of a different asset, thereby establishing a parent/child asset relationship.
  8. Division – Assign the asset to a division.
  9. Department – Select which department is to be tied to this asset.
  10. Bar Code – A barcode to scan the asset.
  11. External ID – This pulls over from the integration of your Accounting Software.
  12. Hourly Rate – How much the asset costs per hour.
  13. Daily Rate – How much the asset costs per day.
  14. Weekly Rate – How much the asset costs per week.
  15. Monthly Rate – How much the asset costs per month.
  16. Manufacturer – The manufacturer of the asset.
  17. Model – The model number of the asset.
  18. Serial Number – The serial number of the asset.
  19. Year – The year the asset was made.
  20. Purchase Price – Price of the asset.
  21. Purchased Date – Date the asset was purchased.
  22. Warranty Expiration Date – Date the asset’s warranty expires.
  23. Last Service Date – Last date that the asset was serviced.
  24. Reading – The reading when it was last serviced.
  25. Next Service Date – When the next date of service date is.
  26. Reading – The reading when it needs to be serviced.
  27. Current Mileage/Hours – Mileage of the asset. Each time mileage/hours are updated the history also updates. WorkMax provides the last three entries, who entered them, and the date/time.
  28. Rental Vendor – From whom you rent the asset.
    1. Note: When this is selected, Purchase Price, Purchase Date, and Warranty Expiration Date are no longer shown. At least one vendor must be set up to use the rented option. 
  29. Return Date – The date the asset is returned.
  30. Assigned Employee – The employee assigned to this asset. You can assign or reassign from inventory.
  31. Assigned Location – The location assigned to this asset. You can assign or reassign from inventory. 

 

Editing an Asset

To edit an asset, select the Edit icon in the upper-right corner of the window.

Assigning/Removing Employees and Locations

1.  To assign an existing asset to an employee or a location, select the Edit icon in the upper-right corner of the window.

2.  Select from the lists available in the Assigned Employee and Assigned Location fields.

3.  Select [Save].

4.  To remove assignments from an existing asset, select the X icon to the right of the assigned employee or location.

5.  Select [Save].

Adding Current Mileage/Hours

1.  To add the current mileage for your asset, select the Edit icon in the upper-right corner of the window.

2.  Select the Current Mileage/Hours field and enter the current mileage of your asset.
Note: Employees can add mileage to an asset by adding the current mileage to the Reading field on Asset Usage Sheets. See the article “Creating an Asset Usage Sheet in the Mobile App” for more information.

3.  Select [Save].

Inventory Notes

1.  To add notes to a specific asset, go to the “Inventory Notes” tab and select [+ New].

2.  Once finished, select the Done icon to save the note.


Deleting an Asset

1.  To delete an asset, select the Edit icon in the upper-right corner of the window.

2.  At the bottom of the window, select [Delete].

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