Whether you’re new to WorkPal or looking to refresh your knowledge, adding, servicing and managing assets effectively is key to ensuring a smooth workflow, managing servicing schedules, and compliance across your jobs.

There are two ways that we can manually add assets to a job via the app, We can simply select to "add" an asset and type in all the details manually, or we can "scan" an asset. To see how Assets can be added and serviced with barcodes or QR codes, please see our guide on Asset Scanning

Both options are designed to streamline asset management and make it easier to keep accurate, up-to-date records directly from the field. Choose the method that best suits your workflow—whether you're setting up from scratch or servicing a well-documented site.

This guide will walk you through:

  • How to add assets via the WorkPal app.

  • How to view asset details.

  • How to add a service or inspection against an asset.

How to manually add an Asset on the app.

Before adding an asset, it’s important to note that assets are always linked to specific sites—each asset is unique to the location it belongs to. So, the first step is to make sure you’re working within the correct job that’s associated with the site where the asset is located.

Once you’ve opened the relevant job in the WorkPal app, navigate to the ‘Assets’ section. From there, tap the ‘View’ button next to it. This will take you to the asset list for that particular site, where you can view existing assets or begin adding new ones.

This ensures that every asset is recorded against the correct location, making it easier to manage servicing, inspections, and site history moving forward.

Now that you've tapped ‘View’, you’ll be taken to the asset list for the selected job or site. As shown in the screenshot below, assets are categorised under two status headings: Serviced and Unserviced. This allows you to quickly see which assets have already been attended to and which still require attention.

At this stage, you’ll notice there are currently no assets listed for this job or site.

To add a new asset, simply tap the ‘+’ icon in the top-right corner of the screen, next to the ‘Manage’ button. This will open the asset creation form, where you will manually enter the asset details.

 

You’ll now see the asset creation page, as shown in the screenshot below. This page contains a number of fields that need to be filled in to successfully add the asset to the system.

Please note that all mandatory fields are marked with an asterisk (*). These must be completed before you can proceed. 

Take a moment to enter as much accurate information as possible, as this will help with future servicing, reporting, and compliance.

Once all relevant details have been completed, tap the ‘Create Asset’ button to save the asset to the site. The asset will now appear in the list and can be serviced, inspected, or updated as needed.

Now that you have created your asset you will now see it displayed on this page like the below screenshot in the "Unserviced" section.

 

How to service assets on the app.

Now that we know how to manually add new assets to the app we can now look at how we can service these. 

First thing we are going to do, it click the "view button beside assets and select the asset you are wanting to service. 

Once you’ve selected the asset from the list, you’ll be taken to its detailed asset overview page, as shown in the screenshot below.

From this screen, you can carry out a number of actions specific to that asset. These include:

  • Adding a service

  • Uploading notes for reference or site history

  • Logging parts used during maintenance or repair

  • Attaching forms

  • Uploading images (e.g. condition photos, compliance tags)

You’ll also see an ‘Edit’ option, which allows you to update the asset’s information or correct any errors—such as typos in the serial number etc.

This page serves as the central hub for managing everything related to the specific asset, ensuring a complete and traceable history is maintained for servicing, compliance, and operational tracking.

 

If you click "add" on the service button you will be met with a drop down list containing forms that you have set up as "asset servicing" forms. Choose the form you are wanting and fill it out and complete it and this will count as the "service" and will be shown like the below screenshot when the service has been completed. 

Once you’ve completed the service and navigated back to the previous screen, you’ll notice that the asset has now moved from the ‘Unserviced’ section to the ‘Serviced’ section.

This status change confirms that a service has been successfully completed and ensures the asset is marked as up to date. Over time, each serviced asset will build a clear, traceable service history, allowing you—and your wider team—to review previous work, monitor performance, and maintain compliance with servicing schedules.

This functionality not only helps keep your records organised but also supports efficient asset management across every site.