Getting your assets set up right is the foundation for tracking, servicing, and reporting accurately in FieldEx. This includes configuring how asset records are numbered, how barcodes are assigned, and how each unit is typed, categorized, and geographically zoned.
Why this matters: Your asset configuration determines what technicians can see, how planners schedule, and how reports stay accurate. This setup is critical. |
Asset Main Configuration
Path: Setup > Modules > Assets > Configuration
Similar to customer format, the asset numbering format controls how IDs are auto-generated for new equipment.
{0}– Required. Base numeric sequence with leading zeros.{YYYY},{MM},{DD}– Optional. Represents creation year, month, or day.
Examples:
AST-{000000}➝ AST-000123, AST-000789EQP/{YYYY}/{0}➝ EQP/2025/000123
QR / Barcode Configuration
Path: Setup > Modules > Assets > Configuration
FieldEx supports generating unique QR or barcode codes for each asset. This enables quick scans in the mobile app for servicing, inspections, or equipment lookups.
QR Generator: Creates a QR code scannable with most mobile devices
CODE128 / CODE128B / CODE39: Barcode formats compatible with FieldEx mobile application
Configure Asset Status and Type
Path: Setup > Modules > Assets > Picklists
Asset Status
Statuses define the current stage of the asset lifecycle (e.g., Active, In Repair, Retired, On Loan).
Click New on the Asset Status picklist
Fill in:
Label: Display name (e.g., “Active”)
Code: Internal reference
Color Code: Assign colour for quick visual differentiation
Order: For sorting
Status / Default: Mark as active and optionally default
Asset Type
Asset Types describe the categories or models of equipment in your business (e.g., coffee machines, air compressors, diesel generators).
Same structure as Asset Status:
Label, Code, Order, Status, Default
Important: These types are reflected in dashboards, job assignments, and asset filters. |
Define Service Zones
Path: Setup > Modules > General > Picklists > Service Zone
Service Zones help divide your assets geographically or operationally. You can use zones to define planner responsibility, scheduling clusters, or maintenance routes.
Click New on the Service Zone picklist
Fields include:
Label
Code
Order
Status
Default
Example: Use zones like “Central Region”, “Warehouse A”, or “US Downtown” to align asset servicing with technician coverage. |