Overview

An Asset Group defines the service plan for an asset comprising service intervals and the relevant checklist for each service interval.

Asset group example

As shown in the example below, an asset group has been set up called ‘2 Axle Auto’. The service plan for this asset group has 3 intervals and the relevant checklist has been included for each service type.

Full service cycle

When setting up an asset group, the service schedule will repeat for each interval specified until the next service type level is reached. In the above example, this means that the B Service will repeat every 10,000kms until the next service type which is at 30,000kms. After the C Service, it will revert back to the B Service every 10,000kms and will continue this until it reaches the interval for the last service type defined. For the asset group defined above, this will be the D Service at 90,000 at which point the service cycle is considered complete and will reset from the start. Effectively this means that the service that gets scheduled at 100,000 will be the first service in the plan which will be the B Service.

Once you have created the asset group with the required service intervals, the full service cycle will calculate and be displayed on the Manage Asset Group page as shown below.

❗ Warning: The same number of intervals must be applied between each service type for both the days and kms otherwise the full service cycle won’t calculate correctly. In the example shown above, the number of intervals (known as the multiplier) between the B Service and C Service in days is 3 (365 x 3 =1095) and the same is used to calculate the kms (10,000 x 3 = 30,000). The multiplier between the C Service and the D Service doesn’t have to be the same as that between the B Service and the C Service, but the same multiplier must be used when calculating the interval for days and for kms.

Creating an asset group

1. Navigate to the Workshop → Configuration → Asset Groups.

2. Click ➕ in the header to create a new asset group.

3. Enter a description for the asset group.

   ❕Note: The description must be unique

4. Click + Add Service Interval to add a line, then select the service type, the interval in days and kilometres, and the checklist to include in the workshop task when this service is scheduled.

   • The first line sets the base interval in both days and kms (for example, every 60 days or 10,000 kms).
   • Each following line's days must be a multiple of the base days (for example, 120, 180 or 240 days when the base is 60).
   • The kms on each following line are calculated for you using the same multiplier as the days, and can't be edited.

   ❕Note: If a value doesn't follow the pattern, you'll be prompted to correct it before you can submit.

5. Click Submit to create the asset group.

Viewing an asset group

1. Navigate to the Workshop → Configuration → Asset Groups.
2. Find the asset group you want to view using the search tool 🔍.
3. Click on the Name of the asset group to open the Manage Asset Group page.

Editing an asset Group

1. From the Manage Asset Group page, click the edit icon ✏️ in the header.

2. Make the required changes, including editing the description, adding or removing service intervals or changing the service types.

   ❕Note: If changing the asset group description, the new description must be unique.

   ❕Note: Asset groups created before January 2026 may have intervals that don't follow the pattern. They still open, but you'll need to correct the intervals before you can save any changes. See Fixing an older asset group below.

   ❕Note: Changes to an asset group don't immediately change the service schedule of assets already in the group. To apply the changes to an asset, reset its service schedule (see Resetting an asset's service schedule below).

3. Click Submit to save the changes**.**

Fixing an older asset group

If an asset group was set up before January 2026, its days and kms may use different multipliers. Assets in the group may show long gaps between services, or a service due much later than expected.

Before you start, decide which intervals to keep:

• Keep the days. The kms are recalculated from the days.
• Keep the kms. Change the days to match the kms multiplier (for example, kms of 10,000 / 20,000 / 40,000 means days of 60 / 120 / 240 when the base is 60 days).

1. Open the asset group from Workshop → Configuration → Asset Groups and click the edit icon ✏️.
2. Update the intervals:
   • To keep the days: change one of the day values and then change it back. The kms on each line recalculate.
   • To keep the kms: change the days on each line to match the kms multiplier.
3. Click Submit.
4. Reset the service schedule of each asset in the group (see below).

Resetting an asset's service schedule

1. Open the asset from Workshop → Assets.
2. Go to Servicing → Service Schedule.
3. Click the Triple Dot Menu and select Reset Schedule.
4. Enter the last service the asset had: the service type, date and odometer (kms).
5. Click Submit. The upcoming services recalculate from the last service. (Check the button name on the Reset Schedule popup.)

❕Note: Repeat for every asset in the group.

Deleting an asset Group

To delete an Asset Group, navigate to the Manage Asset Group page, and click Delete Asset Group from the Triple Dot Menu.

❕Note: If an asset group is associated to an asset, it cannot be deleted and the menu item won’t be visible

Depending on whether any assets have been categorised with the asset group, you may be presented with one of the following options:

Scenario 1: The asset group has no assets linked:

1. You will be prompted to confirm that you want to delete the asset group as shown below.

2. Click Delete to delete the asset group.

   

❕Note: This action is permanent

Scenario 2: The asset group has assets linked, but they are all decommissioned:

1. In this scenario you won’t be able to delete the asset group unless you unlink all the assets. You will however be able to mark the asset group as inactive. Marking the asset group as inactive will mean it will be hidden from the list of asset groups you can associate an asset with.

2. Click Mark As Inactive when prompted.

   

❕Note: See below for how to make an asset group active again

Reactivating an asset Group

To reactivate an asset group:

1. Click Mark as Active on the Triple Dot Menu from the Manage Asset Group page.

2. When prompted to confirm, click Mark Active.

   

In This Topic

Related Topics

• Checklists
• Assets