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Asset Essentials video learning path

For clients new to Asset Essentials, you will find everything you need to quickly get up and running with your new account here. Click on the videos below for more information about each topic.

Orientation

These videos will help you to familiarize yourself with the basic navigation of Asset Essentials and also how to add and manage your users.

 

 

Building your foundation

These videos show you how to build the foundation of your Asset Essentials account.

 

Work order management

These videos give you an example of a possible Work Order life cycle and more details on how to create a work order and add labor to it.

 

Preventive maintenance

These videos show you how to create and manage different types of PM schedules.

 

 

Parts and purchase orders

These videos show you how to utilize parts and purchase orders in Asset Essentials. *Note: The Parts and Purchase Orders feature is available to Asset Essentials clients for an additional cost. Please contact your Sales Representative or Client Services if you are interested in purchasing this feature.