In FieldEx, assets are more than just items in a list they are organized within real-world contexts like customers, sites, and projects. This structure gives you full visibility into where assets are, who they belong to, and how they are being used.
Why Structure Matters
Organizing assets correctly ensures:
Accurate assignment for jobs and inspections
Accountability by customer, team, or region
Simplified filtering and reporting
Easier transfers, audits, and service history lookup
Customer Assignment
Every asset can be assigned to a Customer to show who it is owned by or deployed for.
Common Uses:
Tracking customer-owned equipment
Managing service contracts for external clients
Separating internal vs client-facing assets
Path: Set this on the Asset Create or Edit screen under the Location Details section.
Site Assignment
A Site is a physical location such as a warehouse, branch office, or job location—linked to a customer.
You can assign an asset to a site to reflect:
Its physical location
Where it was delivered or installed
Where inspections or servicing will take place
Path: Sites are linked to customers and selected from the same Location Details section on the asset.
Project Assignment
Projects help group assets by operational activity, such as:
Construction projects
Temporary deployments
Maintenance programs
Assigning assets to projects helps track:
Equipment usage by job
Movement between projects
Asset history tied to work done
Path: Project assignment is typically optional and can be set via the asset’s profile or job orders.
What Happens When You Assign?
When an asset is assigned to a customer, site, or project:
It shows up in related job, report, and transfer filters
It appears under the appropriate customer/site/project tab
Usage history and analytics are grouped accordingly
Summary
Field | What It Links To | Why It’s Important |
Customer | External client or internal owner | Enables ownership-based reporting and grouping |
Site | Physical location of the asset | Helps with dispatching, audits, and transfers |
Project | Job-based grouping | Tracks usage and activity over time |
Organizing assets by customer, site, and project helps custodians manage assignments clearly and makes sure assets are where they’re needed linked to real business workflows.