Assets

An asset is one thing that gets serviced — a generator, a conveyor, an air compressor, an HVAC unit, a pool pump. Everything a worker needs in the field hangs off the asset: its QR code, its instructions, its manuals, and its service form.

Creating an asset

Open a property and add an asset. Only the name is required; everything else can be filled in as you learn it. Opzaco generates the QR code and a human-readable asset code automatically.

Fields

Name: What a worker would call it, not what the invoice calls it. “Line 3 compressor”, “Pool pump — north”.
Category: Appliance, HVAC, Pool Equipment, Plumbing, Electrical, Outdoor, or Other. Used for filtering. The list is fixed today, so equipment outside it goes under Other.
Location: Where on site it is. “Mechanical room B”, “Bay 4, north wall”.
Priority: High, normal, or low. A high-priority asset carries a High badge in your asset and property lists. It does not currently change the order of the overdue list or trigger anything on its own.
Equipment details: Brand, model, serial number, purchase date, install date, and warranty expiry. These are reference details — they show on the asset page and in the client portal. Nothing alerts you when a warranty is about to expire today, so keep your own reminder for that.
Service frequency: In days — 30 for monthly, 90 for quarterly. This drives the “next service due” and “overdue” status. Leaving it blank does not turn the schedule off: Opzaco falls back to 30 days, so an asset you meant to leave unscheduled will still be flagged overdue after a month. Set a long interval instead if you want one that rarely nags.
Service provider: Free text for the company or number to call when it needs a specialist. “Alvarez Refrigeración, 555-0100”.

Service status — due, overdue, next service date — is always computed on the server from the service frequency and the last log. It is the same number for everyone looking at it.

What the worker sees

Four things you attach to the asset show up on the worker’s screen before they start:

Care instructions — free text, shown first.
Videos — YouTube links, embedded and playable in place.
Reference photos— with captions like “behind kitchen door”. Worth more than a paragraph of text.
Recent history — the last few visits, so they know what the previous worker found.

Manuals

An asset can have as many manuals as you like, in two forms: PDFs you upload, and links to a manufacturer’s PDF on the web. One uploaded manual is marked Primary — that is the one workers open by default.

Manuals are what powers Ask the Manual, and that feature reads all of them, not just the primary one. Uploading the manual is usually the single highest-value thing you can do for an asset.

Archiving

Archiving takes an asset out of your lists and dashboards. Its service logs stay readable while it is archived, and nothing is deleted — an archived asset is kept indefinitely.

Archived assets live under View archivedon their property page, and the asset’s own page carries a Restore button while it is archived. There is no time limit. If the parent property is archived too, restore the property first — Opzaco will tell you so rather than half-restoring the asset.

A worker who scans the sticker on archived equipment is told it has been archived and cannot start a service — so an old sticker left on a retired unit produces a clear message, not a stray service log.