Knowledge Base
Asset Management
Last updated on April 14th, 2026
About Asset Management
The Asset Management add-on allows for assets to be a larger focal point of your business, allowing you to create jobs to service those assets.
- New tabs are added to each asset instance – Finance, Service Settings, Service History, and Monitor Points
- Service jobs can be created manually or automatically based on settings to perform maintenance on assets or use them in a recurring fashion.
Asset Configuration Tabs
When the Asset Management add-on is enabled, the following tabs will be added to asset instances.
Finance
The Finance tab allows you to enter financial figures for the asset – its capital cost, principal repayment per month, interest per month, repayment months, and balloon. At present, these figures are for internal reference only.
Service Settings
The table lets you add one or more service rows using Add Service Type. These are used in conjunction with the organisation scheduling window to automatically generate draft service jobs for the asset during the period of the contract. Each service row requires all of the following entries:
- Service Type (text)
- Contract Start Date
- Contract End Date
- Schedule (months) (the number of months between automatic service job scheduling)
- Job Template (selected from template dropdown)
Service History
The Service History tab on an asset instance shows service jobs linked to that instance, including:
- Service Type
- Job Ref
- Start Date
- Customer
- Total Revenue
- Total Cost
- Status
This history is computed from linked service jobs and recorded usage/cost data.
Monitor Points
Monitor Points are per-instance usage readings stored with the asset instance. Each row tracks operational values used for servicing and reporting. The following fields are available for entry:
- Date (Required)
- Fuel Used (litres)
- Kilometres
- Hours
- Fuel Inventory Item Code
In the future, there are plans to make monitor points automatically deduct fuel from inventory based on monitor point entry, but this is not implemented at this time.
Service Jobs
Asset service settings define recurring maintenance plans for a specific asset instance. Each service will create draft service jobs automatically when the next due date falls within your organisation scheduling window if a job has not already been created for that service. Service jobs are normal Gojee jobs that mostly follow the same flow a customer job does, but appear under Jobs > Service Jobs.
Gojee runs a service scheduler that checks asset services and creates draft service jobs when due:
- It uses the last completed service job date as the anchor when available.
- If no completed service exists yet, it uses the contract start date.
- It respects contract end date (no jobs will be scheduled after this date) and the schedule (how many months between jobs).
- It only creates jobs within the organisation window (configured under Organisation Setup > Resource Settings).
When a template is configured, that template is inserted into the created service job BOM as the starting point for that job. The customer set on the General tab of the asset management page will be used as the customer for the job.
