Adding Assets and Managing Your Portable Asset Inventory

Availability: all plans

An asset is a specific piece of equipment under one of your property's systems. You can add one to a property you have claimed, or add a portable asset to your own inventory and attach it to a property later. This guide covers both.

Before you start

Sign in to your customer account. To add an asset to a property, or to attach one from inventory, you must have claimed that property. The property must also have at least one system to put the asset under.

Steps

Add an asset to a property

1. Open My Properties, then select Add Asset beside the property. You can also open the property's Service History, select Record Event, then Add Asset.
2. On Add Asset to Property, choose a Property System and an Equipment Type. Both are required.
3. Optionally choose a Manufacturer and Model, or tick I do not know the manufacturer or I do not know the model family and type what is on the label.
4. Optionally add a Nickname, Serial Number, Installation Date, Location/Zone and Location Note. The zone list shows only if the property has zones.
5. Tick This is a portable asset if it can move to another property, such as a window AC unit or space heater.
6. Select Add Asset. You return to the property with a confirmation.

Add a portable asset to your inventory

1. Open Assets in the left menu. The page is called My Portable Assets.
2. Select Add Asset.
3. On Add Asset to Inventory, choose a System and an Equipment Type. Both are required.
4. Optionally choose a manufacturer and model, then add a Nickname, Serial Number, Purchase Date, Purchase Location and Notes.
5. Select Add to Inventory.

Attach an inventory asset to a property

1. Open Assets. Each asset shows In Storage and Portable, plus its serial number and purchase date when you entered them.
2. Under Attach to Property, choose a property, then choose one of that property's systems.
3. Select Attach to Property. You see "Asset successfully attached to property!".

Tips

• A nickname is only needed if you own more than one of the same equipment. Left blank, the asset is named from the system and equipment you chose.
• Serial number and purchase details are marked as recommended on the inventory form, because they help with warranty tracking.
• Only portable assets can be added to inventory, and only portable assets can be attached from it.
• Assets you add yourself are customer-entered DIY records, not verified by a provider.
• Portable assets appear in inventory when you add them there, or when you detach them from a property.

If something goes wrong

• If the Attach to Property area says you need to claim a property first, select Claim a Property.
• If you see "You don't have permission to attach assets to this property", you have not claimed that property.
• If you see "Unable to attach asset", the asset may already be attached or may not be portable.
• If you see "Unable to load your inventory. Please try again.", try again shortly. It does not mean your inventory is empty.
• If the property's system list says No systems found, record a system installation first.
• On the add forms, a missing system or equipment type shows a "required" message and nothing is saved.

Related articles

• Recording Equipment You Installed Yourself — If you installed equipment yourself, or it came with your property, you can record it in your Property Passport without a provider. The entry is marked Customer DIY, which means it is your own…
• Reading Your Service History and Sharing a DIY Record for Certification — Service History is the timeline of everything recorded against your claimed properties, whether you entered it or a provider did. Each entry shows how much trust sits behind it. You can also share one…
• Connecting Your Account to a Service Provider — When a service provider invites you to ServiceVisit, they send you a claim code. Entering that code links your account to the provider, so their invoices, estimates and messages appear when you sign…