Learning Center

You can view your assets work order, inspections and invoice history associated with an asset on the history tab.  You can do so by following the simple steps shown below:

This article applies to + Basic, + Professional, and + Enterprise.

1.  Click on the Modules tab, then click on the Assets icon in the ribbon on the main page.

2.  Open the desired employee record by double-clicking on it.

3.  Click on the History tab.

4.  You can then click on either the Inspections, Invoices or Work Orders tab.

5.  From the Selection drop-down menu, select the list of invoices, inspections or work orders you want to view.  You will have the choice to choose from All Inspections (or Work Orders, or Invoices), Active Inspections (or Work Orders, or Invoices), or Closed Inspections (or Work Orders, or Invoices).

Useful Links to Related Articles:

To learn how to Manage Notes on an Asset, click here.

To learn how to Manage Images on an Asset, click here.

To learn how to Manage an Attachment on an Asset, click here.