Finding the history of your client's asset is is important as it allows you to view notes, completed work, materials used and future scheduled work on a particular asset.
- Select Assets from the WorkGuru menu.
- Click on the asset name of the asset you need to review
- From the asset detail page, you can review the following:
- Quick Actions - Edit assets, raise a quote or project using the asset details.
- Asset details - Asset details including the completed work value which is how much money the asset is earned over its lifetime and Quoted Work, which is the assets upcoming pipeline value
- Asset history
- Notes - Any notes on projects using the asset
- Projects - List of projects using the asset
- Timesheets - Timesheet detail on projects using the asset.
- Files and Materials - List of all files and materials in the projects using the asset.
- Future Work - List of quotes using the asset.
- Invoice - List of invoices raised on projects using the asset.