Managing your returnable items with Asset Tracking

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In this article, you will learn how to keep track of all of your dumpster rentals and other returnable items using the Asset Tracking add-on in Workiz.

Asset Tracking is a comprehensive solution designed to help you manage your rentable items — like dumpsters, portable AC units, or pumps. With Asset Tracking, you can create “assets” and easily determine their availability when assigning them to jobs.

Enabling the add-on

  1. From the navigation bar, select the Marketplace

    Not seeing the Marketplace icon in the navigation bar? You may not have the correct permissions set for your user.

    Please contact your account admin and ask them to turn on the Account Settings permission for your user type from the Roles & Permissions settings page.

  2. Under Most popular, select Asset Tracking

  3. Turn the toggle switch on/off to enable/disable the add-on

Asset Tracking works best when the Tasks add-on is also enabled.

To learn more about using Tasks in Workiz, please see this article.

Creating an asset

After enabling the add-on, you will receive access to a new item type of "assets."

  1. From the navigation bar, select the gear icon ( ) > Settings
  2. Under Job settings, select Items & Products

  3. From the Items & products tab, select Add new
  4. Create your asset:
    2024-01-17_08-54-25 1.png
    1. (Optional) Image
    2. Title
    3. (Optional) Model
    4. Rental price 
    5. Item type: Choose Asset
    6. Taxable
    7. (Optional) Description
    8. Select Save

Assigning an asset to a job

After creating an asset, you will be able to assign them directly to jobs.

  1. Open a job you want to assign an asset to
  2. Select the Items tab
  3. Next to Add item, select the down arrow ( ) > From assets
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  4. Choose the asset you want to assign
  5. Edit the assignment details as desired and select Assign
    Group 4925 1.png

    With the Tasks add-on enabled, Workiz can automatically create drop-off and pick-up tasks when assigning an asset to a job.

When using the per-day pricing method, Workiz will automatically calculate the total price based on the daily rental price and drop-off/pick-up dates. The flat-rate pricing method will not be impacted by the schedule. 

Viewing assets on your schedule

After assigning assets to jobs, you can view them on your schedule. While viewing your schedule using the Timeline or Timeline Week views, you can filter the results by assets to see your asset assignments and availability.

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