How do I view asset details?
Navigation: Open your Field Service workspace, then select Assets from the sidebar. Click on any asset to open the detail view.
General Information tab
The General Information tab displays:
Asset Image: Visual reference for the asset
Serial Number: Unique identifier for the asset
Company: The company the asset is assigned to
QR Code Icon: Appears if QR code access is enabled
Custom Fields: All custom fields configured in Settings
Description: Details about the asset (visible to customers if a portal is issued)
History tab
The History tab shows:
All work orders created for the asset, listed chronologically from newest to oldest
Work orders from all companies the asset has been assigned to
The asset creation date
Documentation tab
The Documentation tab contains two sections:
External Documents: Visible to customers if a portal is issued. Use this for manuals, specifications, or other documents you want to share.
Internal Documents: Visible only to your internal team. Use this for private notes or internal reference materials.
To upload documents:
Click the + icon in the External or Internal Documents section.
Select Upload from the dropdown.
Choose Browse your device to upload files or Select Folders to upload entire folders.
Click Upload.
For assets created from a product, adding new documents will disconnect the documentation from the product. Changes made to the product will not reflect on the asset unless you reconnect it.
Sub Assets tab
This tab is visible if you have the hierarchy add-on enabled.
Displays all sub-assets belonging to the asset, showing image, name, number of sub-assets, and serial number
Click + Assign Sub Asset to assign new sub-assets
Select sub-assets from the popup (only unassigned assets appear)
Click the Unassign icon to remove a sub-asset
Click an asset to view its details, or click the arrow to view its sub-assets
Parts tab
The Parts tab shows:
All parts assigned to the asset, displaying part image, name, description, and article number
Click + Add New Part to assign parts from your inventory
Select multiple parts at once from the popup
Click the Unassign icon to remove a part from the asset