Assets

Asset Overview
Assets in WorkGuru allows you to maintain full history on a "thing" regardless of which client 'owns' the asset.   The asset will aggreg...
Thu, 19 Jan, 2023 at 3:28 PM
Managing Assets
You can manage your assets form the assets dashboard.  You can search for your assets by name, client type, serial number and any asset custom fields and vi...
Thu, 19 Jan, 2023 at 5:59 PM
Creating a New Asset
To create a New Asset, start by selecting Assets from the WorkGuru menu located on the left hand side of your screen.  From the WorkGuru asset dashboard, cl...
Thu, 19 Jan, 2023 at 5:36 PM
Creating Assets from Quotes or Projects
When creating or editing quotes and projects, you can also quickly create an asset to assign the quote and project to from the same screen.  From the new or...
Thu, 19 Jan, 2023 at 5:36 PM
Assigning a Quote or Project to an Existing Asset
To assign a quote or project to an existing asset, when creating or editing a quote or project, select the asset to assign from the Asset drop-down. If t...
Thu, 19 Jan, 2023 at 5:42 PM
Edit or Update Assets
From the assets dashboard, click on the asset name you need to edit. Click Edit Asset from the asset details page's Quick Actions menu: From the edit...
Wed, 18 Jan, 2023 at 10:37 AM
Raising a Quote or Project From an Asset
WorkGuru allows you to create a quote or project directly from an asset.   This quickly pre-populates the new quote or project with all the asset informatio...
Wed, 18 Jan, 2023 at 11:11 AM
Creating a Project Group from an Asset
WorkGuru allows you to easily raise projects for multiple assets at once via a project group.   This is designed for workflows such as were you need to rais...
Thu, 19 Jan, 2023 at 10:17 AM
Making an Asset Inactive
If you are no longer using an asset, but want to retain the asset history.  It is better to make the asset inactive instead of deleting it.  From the asset ...
Thu, 19 Jan, 2023 at 5:18 PM
Deleting an Asset
To delete an asset, click on the trash can icon on the assets dashboard.  If you no longer require the asset but want to retain the asset history, make the ...
Thu, 19 Jan, 2023 at 5:21 PM