Asset types
The categories assets are grouped by, and choosing the right level of detail.
1. Create a type
Open the form
Go to Settings → Operations setup → Assets → Asset types and press (+).
Fill in the fields
Field Required Description Name Yes Maximum 255 characters, e.g. "Air conditioner", "Water heater". Note No Expected lifespan, service interval, anything that helps plan replacement.
Asset type is a required field when registering an asset, so create the types first.
2. Choosing the granularity
Keep the list at the level you would actually buy a replacement at. "Appliance" is too broad to plan from; the exact model belongs on the asset record, not the type.
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