Defining, Adding and Managing Assets

SqBx Assets is an extremely powerful tool. Learn here how to define, add and manage assets in the video below.

You can assign assets to a specific custodian or location, so you always know where your assets are. Customize user fields to fit your particular needs.  You can even upload attachments such as images, so you can recognize your assets, or add notes to a particular asset.

Depreciation and warranty information is always important for any expensive asset. Keep all of this important information in SqBx Asset tracking.  You can also schedule maintenance for your assets so you can ensure they are always ready to work for you.

Happy Tracking!

Transcript:

From the SqBx dashboard, we first explore the “Asset Definitions” tab to begin building our asset categories.

The search-as-you-type feature quickly delivers users to defining assets by manufacturer, or by simply creating a new category…

 In addition to model and manufacturer information, users may establish asset depreciations, and schedule maintenance all from the same page.

Upon searching ALL categories and manufacturers we’re delivered to a complete list of asset definitions; and an easy-to-maintain feature where existing definitions can be edited quickly.

From the admin tab, find asset tracking settings on the left and click on Admin Asset Categories.

You’ll notice a list of already-established categories, and the box above such to create new ones.

Now, let’s select Admin Asset Statuses to customize the way each status informs our SqBx system.

Again, by simply clicking the logo to the left of each status, users can modify the name, as well as, establishing text or email alerts for each.

Finally, we customize the asset field names… SqBX Tracking allows you to customize 12 fields, and personalize each category for its needs rather than lumping it all together.

Alas, we are adding our assets to SqBx…

By selecting an already established category, SqBx saves time by having the information for this specific asset saved.

We then give quantity and original value of the new assets, and either assign to a custodian or location… Capture a signature from the custodian, and rest assured knowing SqBx has you covered.

Now, we can find the new asset from searching the asset list in the top left corner…

By selecting the eyeglass to the left of the asset name, we can review and modify the asset details.

Start tracking your assets today with SqBx Asset Tracking!