Assets Inventory

Assets Inventory

Viewing Assets
Select Assets then select Inventory. This displays all the assets in the inventory.




Creating an Asset

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

Click New which will open a new assets form.




Complete the new asset form. 

      1. Name of the Asset. (Required)

      2. Description of the Asset. (Optional)

      3. Choose Image File. (Optional) 

      4. Status Active or Inactive. (Required)

      5. The condition of the Asset. (Optional)

      6. This is a Code to identify the Asset. (Optional)

      7. This will make this a child asset to another asset. That will also create a Parent Asset. (Optional)

      8. You can assign your Asset to a Division. (Optional)

      9. Select which Department you want to be tied to this asset (Optional)

      10. This is where you can add a Barcode to scan the Asset. ( Optional)

      11. This will pull over from the integration of your Accounting Software.

      12. How much Asset costs per hour. (Optional)

      13. How much Asset costs per day. (Optional)

      14. How much Asset costs per week. (Optional)

      15. How much Asset costs per Month. (optional)

      16. Manufacturer. (Optional)

      17. Model. (Optional)

      18. The serial number of the Asset. (Optional)

      19. Enter the Year the asset was made. (Optional)

      20. Purchase Price of the Asset. (Optional)

      21. Purchased Date. ( Optional)

      22. Warranty Expiration Date. (Optional)

      23. Last date that the Asset was serviced. (Optional)

      24. The reading when it was last serviced. (Optional)

      25. When the next date of service date is. (Optional)

      26. The reading when it needs to be serviced. (Optional). Note: When this is selected, Purchase Price, Purchase Date, and Warranty Expiration Date are no longer shown. At least one vendor must be setup to use the rented option. See Vendors for more information on adding vendors.

      27. From whom you rent the Asset. (optional)

      28. The date when you returned the Asset.




Inventory Notes can be added by scrolling to the bottom, selecting the Inventory Notes tab, and clicking New. (Optional)


Select a note Date (will default to today's date), add any notes, and select Done.




Finish by clicking Save.



Editing an Asset
To edit an asset click the desired asset and click Edit.



Make the necessary asset changes.



Scroll to the bottom and click Save.



Deleting an Asset
Select the desired asset and click Edit.



Scroll to the Bottom and click Delete.



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