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Chippie help docs

Assets and service history

Record the units you service at a site, such as an air conditioner, pump or cool room, and keep each one's service history. Set up asset types in Settings, Assets, add units on the site's page, and record each visit from the job.

Contents

Set up asset types in Settings > Assets, add units on the site's page, and record each visit from the job.

Where: Settings → Assets, then Assets at this site on a site page

In Settings → Assets, press Add ready-made types (or Start a new type).
Open a site (from the client or Sites) and press Add in Assets at this site.
Choose the Asset type, enter a Name (such as "Cool room 2"), and optionally Location on site, Make, Model, Serial number, Installed, Warranty until and Notes.
On a job at that site, press Add assets and tick the units this visit covers.
Press Record on each unit to fill in what you found.

Watch out: with no asset types set up, the Assets at this site section is hidden for most trades. Start in Settings.

Asset types

An asset type says what you record for that kind of unit. In Settings → Assets:

Add ready-made types offers types for your industry, with the usual readings. Tick them and press Add selected types.
Start a new type makes one from scratch; press Create and add its checks.
Edit what's recorded on a type adds, reorders or retires its fields. Each field is recorded Every visit or Once, on the unit.

Your industry is set on Settings → Business Info.

Recording a visit

On the job's assets card, Record opens that unit's readings and checks. A unit can be removed from the job until something is recorded on it.

The asset's page

Open a unit to see its details, photos, readings over time and every recorded visit. Start a job on this unit books new work for it. Decommission takes it out of service and keeps its history.

Common questions#

Where do I add an air conditioner to a site?

Open the site and press Add in Assets at this site. Choose the Asset type, give it a Name, and add the make, model and serial number if you have them.

Why can't I see Assets at this site?

Set up an asset type first in Settings, Assets tab (Add ready-made types or Start a new type). Then the section appears on every site.

How do I record a service on a unit?

Open the job, press Add assets and pick the units this visit covers. Press Record on each unit to fill in its readings and checks.

How do I change what's recorded for a unit?

Settings, Assets tab. Open the type and press Edit what's recorded to add, reorder or retire fields.

How do I take a unit out of service?

Open the asset and press Decommission. Its history stays.

Can I see everything done to one unit?

Yes. Open the asset from the site or job. Its page shows every recorded visit, trends and photos.

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