Two places to see your kit
There are two Asset lists, and both work the same way. The difference is the scope.
- Company-wide list — open Assets from the main sidebar to see every piece of equipment in your business. This is where asset managers, plant managers, and hire fleet coordinators will live.
- Project list — open Site Commander > Assets from a project's sidebar to see only the kit currently on that project. This is what site managers use to check what's available on their job.
Both lists show the same columns and the same row actions — they're just filtered differently.
What you'll see on the list
Every Asset is shown as a row. The columns give you the essentials at a glance:
- Asset Tag — the unique identifier for that piece of kit (the number on the sticker)
- Name — what it is, like "Hilti TE 7-A22 Drill" or "Genny 5kVA"
- Category — which group it belongs to, like Power Tools or Vehicles
- Model — the manufacturer's model, if you've recorded one
- Status — a coloured badge showing where the Asset is right now
- Assigned To — who currently has it (an employee or a project)
- Serial Number — the manufacturer's serial
- Created Date — when the record was added
Click the Asset Tag or Name on any row to open that Asset's detail page.
Searching and sorting
To find a specific Asset, type into the search box at the top of the list. It searches across name, tag, and serial number, so you can paste in a serial off a sticker and find the matching record straight away.
To sort the list, click any column header. Click again to flip the direction.
Quick actions on a row
Every row has buttons and a dropdown for the most common things you'll do without opening the detail page.
What's available depends on where the Asset is in its lifecycle.
- Available kit — you'll see a Check Out button so you can hand it to someone, plus an Audit button for ad-hoc inspections
- Kit that's already out — you'll see a Check In button to bring it back, and the Audit button is still available
- Kit waiting on something (intake, post-repair return) — only Audit is offered
- Kit out of service — Audit is offered with the option to clear the maintenance flag once it's fixed
- Archived kit — view only
There's also an actions dropdown on each row with Edit and Delete so you can tidy records without leaving the list.
The Pending Audits banner
At the top of the company-wide list you'll sometimes see an amber banner that looks like this:
12 Assets overdue for audit · 5 upcoming
It's flagging two groups of kit:
- Overdue — Assets where the next audit date has already passed
- Upcoming — Assets where the next audit is coming up soon, inside the reminder window you've configured
The banner only shows on the company-wide list, not the project list. That's deliberate — chasing pending audits is usually an asset manager job, and they tend to work across the whole register, not one project at a time.
Click an Asset listed in the banner to jump straight to it and run the audit.
See Audits for how the schedule works and how to set the reminder window.
Real-world examples
A few situations where the list earns its keep:
- Monday morning audit chase — open the company-wide list, scan the Pending Audits banner, and work through the overdue kit before lunch
- Finding a specific drill — paste the serial off a sticker into the search box and click straight through to the record
- Site manager doing a stock check — open the project Assets list to see what's currently on that job
- Checking what's out with a particular operative — sort by Assigned To, or use the search box to find their name
Next steps
- Creating Assets — to add new kit to the list.
- Audits — to understand how Assets land on the Pending Audits banner.
- Statuses — to control which actions appear on a row.