Navigate to the Assets List
I want to create… a company assetTo create a company-owned asset, navigate to the Assets list: Tap Main Menu > Manage > Assets. a client assetIf you're creating a new asset directly against a client:
an asset on a TaskIf you're performing work on a new asset:
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Select a Category
Before you can create an asset, you will need to select a category.
Categories
- If you don't select a category before tapping Create Asset, you'll need to do this on the Create Asset page. See the next section.
- New categories can only be created in AroFlo Office. See Create Asset Categories.
From the Assets list:
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Complete asset details
Once you see the Create Asset page, complete the relevant details and tap Create Asset.
Asset Information
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Asset Details
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Once the asset has been saved, you'll have further options available. See Asset Card for more information.