Asset types

The categories assets are grouped by, and choosing the right level of detail.

1. Create a type

  1. Open the form

    Go to Settings → Operations setup → Assets → Asset types and press (+).

  2. Fill in the fields

    CampoObligatorioDescripción
    NameMaximum 255 characters, e.g. "Air conditioner", "Water heater".
    NoteNoExpected 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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