Tracking Facility Equipment and Assets
Register the equipment you own, track warranty and condition, and link faults to specific machines.
FacilitySync → Assets is the register of physical equipment: the things that break, get serviced, and eventually get replaced.
The four figures
Total Assets, Operational, Needs Repair, and Warranty Attention — the last counting equipment whose warranty has already expired or expires within ninety days.
Adding equipment
Add Asset for one, Import CSV for a list. The fields:
| Field | Why it matters |
|---|---|
| Name | What you call it day to day |
| Category | Groups it in reports |
| Make and Model | What you tell a contractor on the phone |
| Serial number | What the manufacturer asks for on a warranty claim |
| Space | Where it is |
| Status | Its condition |
| Purchase date and cost | Age and replacement planning |
| Warranty expiration | Drives the warranty alert |
| Expected lifespan (years) | Replacement planning |
Categories
HVAC, Generator, Lighting, Appliance, Plumbing, Electrical, Grounds, Furniture, Safety, and Other.
Statuses
| Status | Means |
|---|---|
| Operational | Working |
| Needs Repair | Faulty but still in place |
| Out of Service | Cannot be used |
| Retired | Disposed of, kept for history |
Retire rather than delete. The purchase cost, service history and replacement date are exactly what you want when the same equipment is being specified again.
Tip: Record the warranty expiration even for equipment already out of warranty. It is the only way the module can tell you the difference between "out of warranty" and "we never knew", and a blank date reads as the latter.
Linking faults to equipment
A ticket can be attached to a specific asset. Do it — a ticket says something broke, and a ticket attached to an asset says this machine broke, for the third time this year. That is the difference between a maintenance log and a replacement case.
Labels
Assets can carry printed labels with a QR code that opens the asset directly. See Printing Labels, QR Codes & Dymo Integration.
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