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How to Add Assets

At the end of the day, an asset is just something that generates revenue for your business. Assets are typically static and are physical. Assets can be anything from apartment units to physical equipment. Anything that you’d like to associate a work order to.

UpKeep is the central location for all your asset information. Upload additional resource files like manuals or schematics, view work orders completed on the asset, view updates from your team, and more.

Depending on the business type you chose during setup, Assets can have a different name. They can be called “Units”, “Equipment”, “Vehicles” or “Assets”.

We have two levels on the Asset hierarchy. This includes our Parent Asset and our Child-Asset. Child assets are components of the Parent asset where you may be completing work on or maintaining as well. Your assets may qualify as a child asset if your parent asset does not function without that asset.

Already have your Asset data and want to skip ahead? Import it into UpKeep now by clicking here.


Add Individual Assets

Within UpKeep, they can be assigned to locations and each asset can have a 2 layer hierarchy of asset and sub-asset (or parent and child asset).

You can create your first asset by pressing the “+ Asset” button. Give it a name, take a picture, add a barcode, and press save!​ Here is a quick GIF of how you’ll do that:

​Video Tutorial

Don’t want to add your assets individually? Check out our guide on Importing Assets!