What Counts as an Asset
An asset is anything with a serial number or a lifecycle longer than a single job:- Vehicles and trailers
- Power tools and testing equipment
- Installed equipment at customer sites (HVAC units, panels, meters)
- IT equipment issued to technicians
Setting Up Asset Tracking
1
Register your assets
Go to Assets and click Add Asset. Enter the name, serial number, category, purchase date, and current location (warehouse, van, or customer site).
2
Assign to a technician or location
Link the asset to a technician’s van or a customer’s site. When the asset moves, update the location.
3
Record maintenance and inspections
Log service events, inspections, and repairs against each asset. Vynta tracks the full history.
Asset Health Dashboard
The asset health view shows:- Total assets by category
- Assets currently on-site vs in the warehouse
- Upcoming inspections or maintenance due
- Assets with recent issues or repairs
- Depreciation tracking (if configured)
Linking Assets to Jobs
When a work order involves a specific piece of equipment, link it to the job. This creates a trail: every time that equipment is serviced, inspected, or repaired, the history builds up in one place.Assets at customer sites are visible in the customer portal, so clients can see the equipment you maintain for them and its service history.
FAQ
Can I track assets across multiple customer sites?
Can I track assets across multiple customer sites?
Yes. An asset’s location can be updated whenever it moves. The asset history shows every location change and every job it was involved in.
Do customers see asset details in the portal?
Do customers see asset details in the portal?
Customers can see assets linked to their site, including service history. They cannot see assets belonging to other customers or your internal fleet.