Assets if you change plan
What happens to your asset register when you move to Base or Connected, and back.
The asset register is on the Unlimited plan. A free trial includes it too, so you can try it in full.
Moving to Base or Connected
Nothing is deleted or hidden:
- Every asset, model, type, manual, note, photo and job link is kept.
- The Assets page, each asset's page and history, the model pages and search all still open, so you can look a unit up.
- The crew still see the units on their jobs, with the manuals and last visits.
- Nothing can be added, changed or put on a job, and nameplate reading is off. The Assets page says so, with Move to Unlimited for the owner.
- The assistant still answers questions about the units you have, but cannot add or change one.
- The due list still shows what is due on your service plans, but plans and last done days cannot be changed. A repeating job with its units keeps making visits, without units, and says why.
- Site plans still open, with their pins, on the office's pages and the crew's phones; adding, replacing and placing units need Unlimited.
- Your export always includes your assets, models and types.
The menu marks Assets with Unlimited, so everyone can see which plan brings it.
Moving back to Unlimited
Everything becomes editable again, just as you left it.