Available On: Lite, Starter, Professional and Business Plus
On the Assets page, you can easily search for specific assets and dive into their details. In this article, we'll guide you through the Asset view and explore what each tab has to offer!
How to Filter your Assets
Steps
Click on the "Filters" button and a pop-up will appear.
On the pop-up, locate the + Add Filter option
A Menu will appear of all the options available for filtering.
When you select a filter, it will add the filter to the menu and require you to either type out the filter name or select from a drop-down menu. Select all the filters you wish to apply.
Note: It is case-sensitive, so make sure you spell your filters accurately.
Click "Remove" and it will take that filter option off
Click "Reset" to clear all filters
Asset Work Orders Tab
NOTE: Work orders are an assortment of most recently updated or created work order that are not archived. This view will display only 100 work orders from oldest to newest, updated or created.
On this tab, you will see all work orders that asset has been applied to. You can use the filters button to apply filters, similar to how you can apply them on the asset page. You can also use the quick filters you see.
Status = Open, In-Progress, On-Hold, Complete
Priority = None, Low, Medium, High
Assigned To = Select the worker applicable
Click "Save View" to set a filter view for future use.
Click "Reset" to remove applied filters.
Activity Button - You can add notes here for your team to see about what is happening with the asset. This only appears on the asset detail page. It does not appear on a work order where the asset is applied.
Asset QR Code (if barcode is entered or created for the asset)
You can generate a code by clicking the "QR Code" button in the right corner, or see the QR that is applied to the asset.
Reliability Dashboard - Only available on Business Plus
The Reliability Dashboard provides insights into how effectively your assets are performing based on the maintenance work orders you’ve recorded. This includes asset downtime and depreciation. You can find the dashboard on the asset page on the right-hand side of your screen.
Status = Operational + Not Operational
Note: Asset Status must be managed manually at the asset level.
Customize asset status here
Add Downtime Manually
View Downtime Log - see all the downtime tracked historically on the asset
Depreciation: Enter the purchase price, date purchased, residual value, and useful life for that asset to track depreciation.
Asset Details Tab
On this tab, you can see all the details about your Assets/Equipment.
Right-hand Menu:
Asset Image (If Available)
Location of Asset
Assigned To = Team Member/Worker who is assigned to asset
Note: this does not notify users of any changes or use of the asset. It is used for admin purpose to know who should be assigned to this asset when it is applied to work orders.
Asset Information
Name
Description
Model
Serial Number
Manufacturer
Category (Asset Specific)
Area
Barcode (If Applicable)
Schedule (Asset Schedules Only Available on Business Plus)
Depreciation - Only on Business Plus
Purchase Price
Purchase Date
Residual Value
Useful Life
More Information
Vendors Name
Customer Name
Place in Service Date
Custom Data (aka Custom Fields)
Asset Parts Tab
On the Asset view, you can view a Parts tab. This tab will show you all parts that are assigned to this asset for use.
Asset Files Tab
This tab on the Asset view, is where you can find images of the asset, blueprints of the asset or location of the asset, how to manuals etc.
💡When uploading files to UpKeep, it needs to be no larger than 40MB and will only accept PDF, png, jpeg, and MP4!
Asset Meters Tab
This tab, will show you ALL meters assigned to the asset. From here you can navigate to the meter and view meter details or you can add a meter reading from the asset itself.
FAQs about Asset Details
Are Custom Fields Only On Business Plus?
Yes, business plus allow customers to create custom fields for their assets
Who should I contact about upgrading to Business Plus?
Reach out to [email protected] and they can point you in the right direction