What Assets is for
The Assets module is your equipment register — a single place to keep track of every tool, machine, vehicle, welfare unit, ladder, harness, laptop, and bit of kit your company owns or hires.
Each Asset has its own record with a unique tag, a category, a current status, a condition history, and a full trail of where it's been and who's had it. Whether you're a plant manager looking after a yard full of breakers, a hire fleet coordinator chasing off-hire dates, or a site manager trying to find the genny that disappeared last week, this is the module you'll spend your time in.
When to use Assets
Reach for Assets whenever you need to:
- Build and maintain a register of equipment your company owns or hires
- Hand out tools to operatives and chase them back in afterwards
- Run regular checks on safety-critical kit (PAT testing, LOLER, ladder inspections)
- Keep on top of which hired plant is on site and when it needs to come off-hire
- Print labels and QR codes so kit can be scanned in and out on site
- See at a glance which equipment is on which project
Where Assets shows up
You'll find the Assets list in two places:
- Across the whole company — open Assets from the main sidebar to see every piece of kit in your business, no matter which project it's on
- Inside a project — open Site Commander > Assets from a project's sidebar to see only the equipment currently allocated to that project
The two views work the same way — same layout, same actions — but the company-wide list is where asset managers will spend most of their time, and the project view is what site teams will use day to day.
Categories — how kit is grouped
Every Asset belongs to a category, and categories are organised into a simple two-level tree.
At the top you have parent categories — broad groups like Power Tools, Vehicles, Welfare, PPE, Survey Equipment. Underneath each parent you can have subcategories — for example, Power Tools might have Drills, Saws, Grinders, and Sanders.
When you add a new Asset you pick the most specific category that fits — usually a subcategory. Categories also let you set how often kit in that group needs auditing, so a "Harnesses" category can carry a "check every 30 days" rule that flows down to every harness automatically.
See Categories to set them up.
Statuses — where the kit is right now
Every Asset has a status that tells your team where it sits at this moment. You and your asset manager build your own list of status labels to match how your business talks about kit — common ones are "In Stock", "On Site", "In Repair", "Off-hired", or "Calibration Due".
What you'll see on a particular Asset depends on its current status. When the Asset is sitting in stock and ready to go out, the Check Out action is available. When it's already with someone, Check In appears instead. Kit that's flagged for repair won't show check-out at all until you've cleared the issue.
See Statuses to set up your labels.
Condition — how the kit is doing
Separate from status, every Asset has a condition that you record at every checkout, check-in, and audit. The four ratings are:
- Excellent (green) — like new, no issues
- Good (blue) — fully serviceable with normal wear
- Fair (amber) — still works but starting to show its age
- Poor (red) — at the end of its life or in need of attention
Over time these ratings build up a condition trail you can scan to spot kit that's wearing out or being mistreated.
The full lifecycle of a piece of kit
A typical Asset goes through these stages, and there's an article for each one:
- Create the Asset with a name, category, and status
- Check it out to a person or a project when it leaves the yard
- Check it back in when it returns, recording its condition
- Audit it on a regular schedule to keep your records honest
- Allocate it to a Work Package so the people planning the job know it's coming
- Print a label with a QR code so it can be scanned on site
Next steps
- List views and pending audits — to find your way around the Assets list.
- Creating Assets — to add your first piece of kit.
- Categories — to group your equipment.
- Statuses — to set up the labels your team will use.