Asset Tracking

You can add a new Asset to Service Autopilot by following the steps below: 

  1. Go to Team > Asset Tracking.
  2. Click Add Asset.
  3. Complete the required fields.
  4. Fill out any additional fields. 

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  5. Click on Save. The Forms and Attachments options will appear.
  6. Click on Forms to add a Form to the Asset. This will only be available if you have a classic Form marked as "Show on Assets".
  7. Click on Attachments to add an Attachment to the Asset.

This information can also be edited from the Legacy Mobile App.

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