The Assets tab in the client drawer allows you to add and manage assets associated with a client.
Steps to add the new asset:
Open the Client Drawer
Navigate to the Assets tab within the selected client's profile.
Tap "Add New Asset"
Click the "Add New Asset" button to begin the process.
Choose if the Asset is fixed or moving
Select whether the asset is Moving (Vehicle) or Fixed (Location).
You can modify this selection later if needed.
Select the Asset type
Choose the appropriate asset type.
If you need adjustments to asset types, please contact us to explore available options.
Enter Asset Details
Asset ID (Optional): You can enter an ID for easy identification.
Asset Name: Provide a name for the asset.
Use the "Copy Name from Address" button to automatically set the name based on the address field.
Add Contact Information (Optional)
Enter a phone number associated with the asset (e.g., manager or driver contact).
Add Access Instructions (Optional)
These instructions will be visible in the event details for all assignees.
Provide guidance on how to reach the asset, who to contact, and any other relevant details.
Enter the Address
Use the "Search Address" field, connected to Google Maps, to quickly find and add an address.
Once selected, fields such as Street, City, State, Country, and Postcode will be auto-filled.
You can manually adjust any field if needed.
By following these steps, you can efficiently add and manage assets, ensuring accurate records and seamless access for your team.