Web: How to View and Manage Assets for Lessen Work Orders

Web: How to View and Manage Assets for Lessen Work Orders

Learn how to view and manage assets associated with Lessen Work Orders in the Lessen Pro web portal.

⚠️ Important

Asset workflows such as asset replacement and required data collection should be completed through the mobile app when technicians are on-site. The web portal provides additional management capabilities and should primarily be used as a backup option or for administrative updates.

Overview

Assets help track equipment, appliances, and other serviceable items associated with a customer location. Lessen Pro includes two primary asset areas:

  • Asset Registry — A centralized view of all assets across customer locations. Search, filter, and review asset details and status information.
  • Work Order Asset Management — View, add, create, and remove assets directly from within a specific Work Order.

View Assets in the Asset Registry

The Asset Registry displays a centralized list of assets assigned across customer locations.

1

Navigate to Reports from the left navigation menu. Then select Lessen Asset Registry
2

Review the list of available assets. Use the search and filter options to locate specific assets.
3

Select an asset to open its details.

Asset statuses you may see:

✅ Active

The asset is in service and functioning normally.

⚠️ Inactive

The asset is not in active service. Inactive statuses include:

  • Broken
  • On-site
  • Not functioning
  • Removed

View Assets on a Work Order

1

Navigate to Work Orders and open the applicable Work Order.
2

Select the Assets tab to review any assets currently linked to the Work Order.

Add an Existing Asset to a Work Order

1

Open the Work Order and select the Assets tab.
2

Click Select Asset and review the list of assets assigned to the location.
3

Select one or multiple assets as needed, then click Add Asset.

📌 Multi-select is supported if multiple assets need to be associated with the same Work Order.

Create a New Asset from a Work Order

If the required asset does not already exist, you can create a new one directly from the Work Order.

1

Open the Work Order and navigate to the Assets tab.
2

Click Add Asset, then select New Asset.
3

Complete the asset fields. The following are required:

  • Equipment Type
  • Manufacturer
  • Model Number
  • Serial Number

Additional manufacturer information and supporting details are optional.
4

Click Create Asset. The new asset is automatically added to the location list and can be associated with the Work Order.

📌 Newly created assets may appear with an Unverified status until additional information is confirmed.

Remove an Asset from a Work Order

1

Open the Work Order and navigate to the Assets tab.
2

Locate the asset you want to remove and click the X icon beside it. The asset will be removed from the Work Order.

View Asset Details

1

Open the Work Order Assets tab and click the asset hyperlink.
2

Review the detailed asset information page. This may include:

  • Equipment details
  • Asset status
  • Model and serial information
  • Associated images

📋 Asset details displayed in Lessen Pro mirror the information available in the Lessen ONE portal.

💡 Best Practice

  • Review existing location assets before creating a new asset to avoid duplicates
  • Confirm model and serial numbers before creating new assets
  • Use the mobile app for required asset workflows and technician field activity
  • Use the web portal for administrative management and backup support when needed
  • Verify assets are linked to the correct Work Order before completing service documentation

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