Overview
The Asset Page in BuildOps provides a centralized place to view, manage, and track assets across your properties. You’ll find key details like asset type, make, model, serial number, installation date, and more. With this information easily accessible, it’s easier to maintain accurate records and monitor asset conditions over time.
Things to Consider
● In BuildOps, an Asset typically represents a physical item or piece of equipment on a property that requires management, tracking, and maintenance.
● Assets are created under the assets table or under a customer’s property.
● Assets can also be added through the Mobile App if a technician user has the correct permissions.
By the End of This Guide, You Will Be Able To:
View and customize the Asset Page for better visibility.
Add new assets with key details and attachments.
Configure Asset Settings including Ratings, Makes, and Asset Types.
Navigating the Asset List
From the BuildOps Web App, go to Directory → Assets.
You’ll see a full list of assets with key details like name, type, and installation date.
Use Filters, Columns, and Density settings to customize the asset list view to your needs.
Click "Add as New Preset" to save your current view. This way, the next time you access the Property Table, your preferred view will load by default. Then, click "Save & Exit."
Key Asset Columns
Property – Where the asset is located.
Asset Type – Category the asset falls under (e.g., Boiler, AC Unit).
Name – User-defined name of the asset.
Make & Model – Manufacturer and model number.
Serial Number – Unique identifier for the asset.
Status – Indicates if the asset is Active or Inactive.
Manufactured & Install Date – Important dates in the asset lifecycle.
Expected Lifetime & Remaining Lifetime – Time-based metrics for performance tracking.
Weight & Number of Circuits – Additional specs (optional, for technical reference).
How to Add an Asset
Adding Asset From the Asset Table
Go to the Asset Table and click + ADD (top-right corner).
2. Fill out the required fields:
Property – Select where the asset is located.
Asset Type – Choose from existing asset categories.
Name – Provide a descriptive label.
Make & Model – Enter manufacturer and model.
Serial Number – Add if available.
Asset Location & Zone Served – Describe the asset's exact location.
Expected Lifetime – Define the asset’s estimated service life.
If the serial number already exists, a message will appear notifying you of the duplicate. You can either enter a unique serial number or choose to save the asset with the duplicate serial number.
3. Optional fields:
Owner ID & Internal Asset ID – Add identifiers, if applicable.
Install Date & Manufacturing Date – Important for tracking.
Weight – For equipment tracking, if relevant.
4. Add attachments:
Upload images (cover or nameplate) by dragging files or using the “Browse” button.
5. Click Save to complete the process.
Adding Asset From the Property Page
Navigate to the Property Page
Go to the Assets Section
Click Add Assets
This table shows a snapshot of all assets under theproperty and their identifying information.
ASSET PAGE
Asset Page Overview
At the top of the Asset Page, you’ll find key information that helps identify and track the asset:
Asset Name & Type: Displays the asset type (e.g., HVAC) and specific name (e.g., Main Building Chiller).
Location Tag: Shows where the asset is installed.
Asset Details Section: Includes essential info such as:
Manufacturing & Installed Date
Expected Lifetime & Remaining Life
Location & Property Zone
Model & Serial Info
This is useful when verifying the asset’s age, location, and service eligibility at a glance.
Service History
The Service History section displays a complete log of all jobs associated with the asset. This is helpful when you need to:
Track what work has been done on the asset
See who serviced it and when
View related job details like department, job type, and visit descriptions
Related Items
The Related Items section on the Asset Page lets you link parts or materials that are commonly used with the asset.
In this view, you can:
Add new items by clicking the + Add button.
See important details like:
Name and Description of the item
Product Code
Quantity (e.g., how many are needed or stocked for this asset)
Use the Edit or Delete options by clicking the three-dot menu beside each item.
This is helpful for tracking replacement parts like air filters, so techs know what to bring or prepare for service visits.
Warranty
You can add warranty details directly to the Asset Page to document manufacturer coverage.
To do this:
Click Add Warranty
Fill out the warranty description, including what’s covered (e.g., parts and labor)
Set the Start Date and End Date of the warranty coverage
Notes & Attachments
Use the Notes section to add important updates about the asset, like moves, issues, or service reminders. Click + Add to write a new note.
The Attachments section is where you can upload photos, manuals, or other files related to the asset. Click + Add to upload a file.
History
The History section shows who made changes to the asset, what they changed, and when it happened. It helps keep track of updates made over time.
Deactivating an Asset
If an asset is no longer in use, you can deactivate it by clicking the three dot icon
menu next to the Edit button and selecting Deactivate.
You’ll be asked to confirm if the asset has been replaced.
If yes, check the box and a dropdown will appear.
You can then select the replacement asset from the list of active assets within the same property.
Hit Save.
ASSET SETTINGS
BuildOps lets you customize asset attributes using settings for Ratings, Makes, and Asset Types.
To access Asset Settings, hover over the company name at the top left corner and locate "Asset Settings"
Ratings
Define measurable performance characteristics of an asset, like power, pressure, or flow rate.
BuildOps requires 'Rating' and 'Expected Lifetime' as mandatory fields when defining or editing Asset Types. This ensures consistency in asset classification and easier selection during asset creation.
Common Examples of Ratings:
Rating Name | Unit | Use Case |
BTU | BTU | HVAC capacity |
Voltage | Volt | Electrical potential |
Horsepower | HP | Motor power |
Accessing and Managing Ratings:
Hover over your company name → Select Asset Settings.
Go to the Ratings tab.
To Add a Rating:
Click + ADD RATING, then enter a name and unit → Click Save.
To Edit a Rating:
Click on the 3-dot icon to update its name/unit → Click Save.
Any changes will affect all assets currently using this rating.
To Archive a Rating:
Click the 3-dot icon → Select Archive. Status will change to "Archived"
Archiving a Rating does not remove it from existing asset types.
Make
Make refers to the asset's manufacturer or brand.
Go to Settings → Asset Settings → Makes
View active and archived Makes in a table
To Add:
Click + Add
Enter the name → Click Save
To Edit:
Use the 3-dot menu beside a Make → Update the name → Save changes
Changes apply to all linked assets.
To Archive/Unarchive:
Click Archive from the 3-dot menu
Reassign affected assets to a different Make
⚠️ When archiving a Make that is currently linked to an asset, you'll be prompted to select a replacement Make to maintain the asset's association. This ensures no data is lost or left without a valid reference.
Once a new Make is selected, click Save to complete the archiving process.
To unarchive: Click the kebab menu → Select Unarchive
Asset Types
Asset Type groups similar assets and defines their key characteristics such as:
Name – Label (e.g., AC Unit, Pump)
Expected Lifetime – Typical lifespan
Rating – Performance metric (optional)
Refrigerant – Type used in HVAC equipment (optional)
To Add:
Go to Asset Settings → Asset Types
Click + Add Asset Type
Fill in the name, expected lifetime, rating, and refrigerant (if applicable)
Click Save
To Edit:
Select an Asset Type from the list
Click Edit and update fields as needed:
When editing an Asset Type, you can modify the name, expected lifetime, and rating.
These changes can impact existing assets linked to the type, so proceed with caution.
If the asset type is associated with refrigerant and already in use, refrigerant settings can no longer be edited.
Under the Expected Lifetime section, you’ll see two options:
Update assets with no current values – This will apply the new expected lifetime only to assets that don’t have a value set.
Override values for all assets of this type – This will update the expected lifetime for all assets under this type, regardless of their existing values.
After selecting your preferred update method, click Save to apply your changes.
3. Click Save
How to Configure Refrigerant Tracking in BuildOps
Understanding and properly configuring refrigerant tracking in BuildOps is critical for managing assets efficiently. This guide provides an overview of the refrigerant checkbox's functionality and how to set it up.
Understanding the Refrigerant Checkbox
The "Refrigerant" checkbox in BuildOps serves to designate specific items as refrigerants within your Item List. When the checkbox is enabled for an item:
That item is categorized as a refrigerant.
It will appear in the dropdown list when adding or editing refrigerant information for an asset.
Items not marked with this checkbox will not be available for selection when associating refrigerant types with assets.
This is a fundamental step to ensure accurate tracking and to enable efficient refrigerant reporting for job costing purposes.
How to Add Refrigerant Types to Items
To correctly configure items as refrigerants in BuildOps, follow these steps:
Navigate to the Item List
Select the desired item that you wish to designate as a refrigerant.
Click on the three dots (•••) next to the selected item to open the edit menu.
Check the box labeled "Refrigerant".
Completing these steps marks the item as a refrigerant, making it available for associating with asset types and ensuring it is included in refrigerant-related operations.