Track equipment and assets at the project and company level.
14 articles
Getting started with Assets
What the Assets module is for, the way categories and statuses fit together, and how to find your way around your equipment register.
Updated 8 April 2026
Finding your way around the Assets list
How to navigate the company-wide and project Assets lists, and what the Pending Audits banner is telling you.
Adding a new Asset
How to fill in the Create Asset form, including the auto-suggested Asset Tag, adding categories on the fly, and recording hire details.
Tracking hired kit
How to record hired equipment alongside owned kit, capture hire dates and contracts, and use the Calendar to chase off-hire dates.
Setting up Asset Categories
How to organise your kit into a parent and subcategory tree, set default audit intervals at the category level, and archive groups you no longer use.
Setting up Asset Statuses
How to create the status labels your team uses for kit, and how each label controls what your team can do with an Asset.
Finding your way around an Asset
A walkthrough of the Asset detail page — what each section shows you and where to find the actions you'll use most often.
Checking out an Asset
How to hand a piece of kit to an operative or to a project, capture its condition, and record photos at the point of handover.
Checking an Asset back in
How to record a piece of kit coming back in, capture its return condition, and flag damaged kit for maintenance.
Auditing your kit
How to schedule and run regular checks on your equipment, capture a signature, and use audits to clear maintenance flags.
Looking back through past audits
How to use the Audit History tab to see every inspection an Asset has been through, and read the full record of any past audit.
Adding photos and marking them up
How to attach photos and documents to an Asset, and how to use the annotation tools to circle damage or add notes before saving.
Printing labels and QR codes
How to print stickers with QR codes and barcodes for your kit, so it can be scanned in and out on site.
Seeing where an Asset is allocated
How to use the Work Packages tab on an Asset to see every Work Package and sub-package it's allocated to, and how to remove an allocation from the Asset side.
