Manage Assets

Introduction

This video shows how to manage assets in Einsys.

Assets are the vehicles, machines, buildings, equipment, tools, and other resources a company uses to run the business.

Assets are different from inventory. Inventory usually means products or stock that a company sells, stores, or makes available to customers. Assets are the resources the company uses internally to operate, deliver work, manage jobs, or support daily business activity.

What the video shows

The Assets page gives your company one place to manage business assets and equipment.

From the asset list, you can view assets by status, type, location, lifecycle, owner, or operator. This makes it easier to see which assets are active, in use, due for attention, or available.

You can add a new asset and record key details such as the asset name, type, status, location, registration or serial number, reference code, description, and operating information.

You can also upload pictures and documents, so each asset has its own record inside Einsys.

Lifecycle management

Each asset can have lifecycle information.

This can be used to track inspections, service dates, maintenance checks, warranty dates, insurance expiry, ownership documents, certificates, or other events that need attention.

For example, a vehicle may require a yearly inspection, a machine may need a quarterly technical check, or a building may need a scheduled compliance review.

When an inspection or lifecycle event is completed, the asset can be updated with the next due date. This helps companies keep important asset information visible and avoid missing required actions.

Ownership and usage

Assets can also be linked to the people responsible for them.

You can record who manages the asset, who is currently using it, and whether the asset is active, in use, unavailable, or not operational.

This gives managers better visibility over company resources and helps track which assets are available for work.

Files, dates, and notes

Inside each asset page, you can manage important dates and events.

You can also upload related files, such as certificates, insurance documents, ownership files, inspection documents, service records, and other supporting information.

Notes can be added to keep extra information connected to the asset.

This gives each asset a full record, instead of keeping information across emails, folders, spreadsheets, or separate files.

Why this matters

Assets are a major part of many businesses.

Companies rely on vehicles, machines, buildings, equipment, tools, and other resources to complete work and serve customers.

With Einsys, these assets can be stored, tracked, documented, and connected with daily operations.

Once assets are added to Einsys, they can also be used with the Scheduler. This means work items can be assigned not only to employees, but also to the assets needed to complete the work.

For example, a transport job can be assigned to a driver and a truck. A site job can be assigned to an operator and a machine. A service task can be assigned to a technician and specific equipment.

This helps companies manage people, assets, and work from one connected system.