Add an asset

The asset register is your system of record for everything you maintain — from a rooftop chiller to a delivery van. Adding an asset is the first step before you can raise a work order, put it on a preventive maintenance schedule, or track what it costs to run.

Follow these steps to add a single asset. To import many at once, use the bulk-import options on the Assets list instead.

Add the asset

1. In the sidebar, select Assets.
2. Select New asset.
3. In Name, enter what people call the equipment — for example, “Chiller — Block A roof”.
4. Choose a Category. Categories come from your workspace’s list (such as HVAC or Vehicle) and drive reporting, so pick the closest match rather than inventing a one-off.
5. Choose the Location where the asset lives. An asset belongs to one location; use the location tree to pick the exact room, floor, or site.
6. Set the Criticality from 1 to 10. This is how important the asset is to your operation — it feeds work-order prioritisation, so be honest rather than marking everything a 10.

7. Add the details you have to hand — Serial number, Manufacturer, Model, Install date, and Warranty expiry. You can fill these in later, but they make history and warranty tracking far more useful.
8. Select Create asset.

Tip

Enter the Warranty expiry date if you know it. Belrald Assets uses it to flag jobs that may still be covered — so you don’t pay for a repair the manufacturer owes you.

Group assets into components (optional)

Large equipment is often made of parts you maintain separately — a production line made of motors, or a building made of systems. Set a Parent asset to nest an asset underneath another one. The parent then shows its Components, and cost and downtime roll up the tree.

Note

You can nest components several levels deep. If you try to delete an asset that still has components, Belrald Assets stops you — reparent or detach the components first.

What happens next

The new asset opens in the register with the status In service. From here you can raise a work order against it, add it to a preventive maintenance schedule, or print its QR code so technicians can scan straight to it in the field.