Assets

An asset is any discrete item you track — a server, a router, a printer, a vehicle, a machine, even a software license or a domain. Assets carry full identification, photos, files, encrypted credentials, and complete maintenance history.

The Assets Directory

Open Clients → Assets to reach the full directory.

Top toolbar

• Add Asset button — opens the create modal
• Import button — CSV bulk import
• Export CSV action

Left sidebar

• All Assets count
• Asset categories (taxonomy: asset-category)
• Manage Categories gear icon (admin/editor)
• View Archived toggle

Filter row

• Search — matches title, asset type, IP address, MAC address
• Filter by Client — dropdown
• Filter by Asset Type — autocomplete from existing types
• Filter by Status — Active / Inactive / Maintenance / Decommissioned / Pending
• Sort by — Title / Type / Status / Next Service Date / Last Updated

Table columns

• Asset image / placeholder
• Title
• Type
• Status (color-coded badge)
• Condition
• Client
• Location
• Next Service Date
• Actions

Click any row to open the asset's workspace.

Creating an Asset

1. Click Add Asset in the directory toolbar
2. The Create Asset modal opens
3. Pick the Asset Type from the autocomplete (existing types) or type a new one
4. Fill in the basics: Title, Status, Client, Location
5. Click Create Asset

The new asset opens in the workspace where you can complete the rest of the fields.

Asset Fields

Assets have a richer field set than locations because they encode physical, network, and service information.

Identity

• Title (required) — the asset name (e.g. "Web Server 01", "Printer — Front Desk", "Acme Domain Renewal")
• Asset Type — free-form, autocomplete from existing types
• Status — Active / Inactive / Maintenance / Decommissioned / Pending
• Condition — Excellent / Good / Fair / Poor / New
• Category — asset-category taxonomy

Network / Identification

• IP Address — IPv4 or IPv6
• MAC Address — colon or dash separated
• URLs / Web Addresses — repeater of label + URL pairs (admin panels, status pages, vendor sites)

Visual

• Asset Image — the primary photo, displayed prominently in the workspace and as the directory thumbnail
• Asset Gallery — additional photos (lightbox-enabled)

Assignment

• Client — owner
• Location — physical placement (via the location's location_assets repeater)
• Assigned To — primary technician or staff
• Secondary Assignment — backup tech
• Primary Contact — like locations, can be a portal user or free-form

Service & Maintenance

• Last Service Date
• Next Service Date — drives reminder emails
• Service Notes — free-form maintenance instructions

Files & Documentation

• Asset Files — gallery of attached documents (manuals, warranties, invoices)

Vault

• Vault Credentials — encrypted credential sets (covered separately on the Vault page)

Lifecycle Tracking

• Purchase Date
• Install Date
• Warranty Expiry Date

Asset Status & Condition

Two distinct concepts:

Status (operational state)

Status	Meaning
Active	In service and operating
Inactive	Powered down or not in use, but still on the books
Maintenance	Currently being serviced — typically temporary
Decommissioned	Removed from service, kept for record only
Pending	Newly acquired, not yet deployed

Condition (physical state)

Condition	Meaning
New	Just acquired, never used
Excellent	Like-new working order
Good	Normal working order with minor wear
Fair	Functional but showing wear or minor issues
Poor	Functional but needs attention or replacement soon

The two fields are independent — a Maintenance-status asset could be in Excellent condition (planned routine service), and an Active-status asset could be in Poor condition (limping along, scheduled for replacement).

Both surface as colored badges throughout the UI.

The Single-Asset Workspace

Open /asset/<slug>/ to see the full workspace. The layout adapts to screen size:

Desktop: 60/40 layout

• Left column (60%) — Quick Edit panel (status, condition, next service date) + Activity Log
• Right column (40%) — Tabbed Details + Vault

Mobile

A single-column layout with bottom tab navigation:

• Info — quick metadata
• Activity — log feed
• Files — attachments
• Vault — credentials (PIN-gated)

Header (both layouts)

• Asset image (clickable to lightbox if gallery exists)
• Title (admin/editor: click to edit inline)
• Asset type badge
• Status + Condition badges
• Three-dot action menu

Asset Tabs

The Details column on desktop has these tabs:

Details

The full field display — every label/value pair laid out in sections:

• Network: IP / MAC / URLs
• Assignment: client / location / assigned tech / secondary / primary contact
• Service: last service / next service / service notes
• Lifecycle: purchase / install / warranty

Inline-editable for admin/editor.

Tickets

Every ticket that references this asset. Includes ticket reference, status, priority, last updated, and a click-through to the ticket workspace.

Files

The asset's file gallery — see Asset Files below.

Vault

PIN-gated encrypted credential store. See The Vault & Credentials for the complete walkthrough.

URLs & Web Addresses

The URLs / Web Addresses field is a repeater that lets you store labeled links to:

• Vendor admin panels
• Cloud provider consoles
• Network monitoring dashboards
• Documentation pages
• Status pages

Each entry has:

• Label (e.g. "Cloudflare Dashboard", "Vendor Support Portal")
• URL (full https://… link)

Links display as a clean list in the Details tab — click to open in a new tab.

IP & MAC Addresses

For network assets, IP and MAC are first-class fields:

• IP Address — IPv4 or IPv6, free-text validated only loosely (so you can use ranges or DNS hostnames if needed)
• MAC Address — colon-separated (AA:BB:CC:DD:EE:FF) or dash-separated

These fields are searchable from the directory — type any portion of an IP or MAC and matching assets surface.

Useful for:

• "Find the asset with IP 192.168.1.45"
• "Which switch has this MAC?"
• Cross-referencing alerts from monitoring tools

Asset Files

The Files tab is a gallery of attached documents:

• Manuals (PDF)
• Warranty certificates
• Invoices
• Photos of damage / installation
• Network diagrams
• Configuration exports

Files are stored in the WordPress media library and linked to the asset via the asset_files repeater. Each file shows:

• Thumbnail (for images) or file-type icon (for documents)
• Filename
• File size
• Upload date and uploader
• Download / preview / remove actions

The same upload mechanics as resource files: drag-and-drop or click-to-browse, cloud storage if configured.

Inline Editing

Most asset fields support inline editing without entering a separate edit mode (admin/editor only):

1. Click any field value (e.g. the Status badge)
2. The field becomes editable (dropdown, date picker, or text input)
3. Click outside or press Enter to save
4. AJAX update — the value persists immediately
5. The change is logged to the activity log with old/new values

Fields that support inline edit:

• Status
• Condition
• Next Service Date
• Last Service Date
• Service Notes (textarea)
• IP Address
• MAC Address
• URLs (per-entry)

For more complex edits (multiple fields, file uploads), use the dedicated edit page (?cove=run).

Bulk Import

The Asset Import modal accepts CSV with these columns:

Column	Notes
title (required)	Asset name
asset_type	Free-form, will create a new type if it doesn't exist
status	Must match a valid status
condition	Must match a valid condition
client_name	Match by client name
location_name	Match by location title (within the matched client)
ip_address, mac_address	Network identification
assigned_to	Match user by email/username
next_service_date	YYYY-MM-DD
purchase_date, install_date, warranty_expiry_date	YYYY-MM-DD

Same three-step preview/commit workflow as client and location imports.