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Build and use Asset Workspaces

Track equipment with custom fields, barcode lookup, expiration reminders, and maintenance.

What workspaces do

Each Asset Workspace is a register for one kind of equipment, with its own fields, records, attachments, history, expiration reminders, and maintenance tasks.

Create a workspace

  1. Open Assets → Asset Workspaces and create one.
  2. Start from a template or from scratch.
  3. Add fields — there are 19 types, including expiration, barcode, personnel, station, and apparatus.
  4. Add records one at a time, in bulk, or by CSV import that you review first.

Find a record by barcode

Scan with your phone’s rear camera, type the code, or use a USB scanner to jump straight to the record.

Reminders and maintenance

Expiration fields notify roles or members at the thresholds you choose. Maintenance tasks repeat every N days, weeks, or months. Due Work lists everything due in the next 60 days.

Categories and locations are gone

The older category and location inventory has been removed. Use workspaces, with station and apparatus fields, instead. For inspections, use Checklists.

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