Remove or replace an asset
Mark a unit removed, or record the unit that replaced it, keeping the old one's history.
On the Unlimited plan. A free trial includes it too.
Units come out and get swapped. The register keeps the old one, with its history, rather than losing it.
Replace a unit
- Open the old unit and press Replace.
- Choose the day it was replaced.
- Fill in the new unit. It starts with the old one's site, type and location.
- Press Replace.
The old unit is marked Replaced, with Replaced by linking to the new one, and the new unit shows Replaces. Each keeps its own history.
On the job that did the work, record the old unit as removed and the new one as installed. See Link assets to a job and record the work.
Mark a unit removed
For a unit that has gone and was not replaced, press Mark removed, choose the day and, if you like, why. It stays on the register, marked Removed. Press Back in service if it was a mistake.
Delete a unit
Delete is offered only while no job has worked on the unit, such as one added by mistake. Once a job has it, mark it removed instead, so its history is kept.
The assistant can mark a unit removed or record a replacement for you, but it never deletes one.