Asset
An asset is equipment or an install at a customer (serial, notes, warranty as the form allows). It is not a catalog product and not van stock.
Access
Section titled “Access”Capability customer_assets. Customers → Assets. Path /app/w/{workspace}/assets. Permission assets.view. If the capability is off, the nav is hidden.
Portal customers may see assets when portal CRUD is enabled for them. Portal-created assets start as Pending review.
Identity
Section titled “Identity”Veldriq assigns Asset number AST-YYYY-######. Customer is required and cannot change after create. Site is optional (same customer) — recommended so Field has a service address. No parent/child hierarchy. No QR or barcode scanner. Serials may duplicate.
Restrictions
Section titled “Restrictions”Assets are not inventory stock. Do not create an asset for every spare filter.
Service history lists visits where this equipment was in scope. Empty until a work order attaches the asset — Veldriq does not invent history.
Retire is a business status, not an archive. Archive soft-deletes.
Office manual: Assets.