Assets

Assets are the equipment you service: compressors, dryers, filters, tanks, and more. Every asset belongs to a customer and can have components (parts) tracked inside it.

Asset Types

NORDVEST comes with initial asset types for some of the equipment we're seeing a lot:

Compressors

• Compressor - Piston
• Compressor - Rotary Screw
• Compressor - Vane
• Compressor - Scroll

Air Treatment

• Air Dryer - Refrigerated
• Air Dryer - Desiccant
• Filter Housing

Other Equipment

• Receiver Tank
• Blower
• Vacuum Pump
• Other

You can also create custom asset types in Settings.

Type-Specific Fields (Metadata)

Different asset types show different fields based on their metadata configuration. NORDVEST shows what's relevant:

These type-specific fields are called custom fields. You can customize which fields appear for each asset type in Settings → Custom Fields.

All assets can have:

• Name — How you identify this unit (e.g., "Main Compressor", "Backup Dryer")
• Manufacturer — Who made it
• Model — Model number
• Serial Number — Manufacturer's serial
• Installation Date — When it was installed
• Not in Use — Mark assets that are inactive or decommissioned
• Notes — Internal notes about this asset

Hour Tracking

Some asset types track runtime hours. When an asset type has hour tracking enabled:

• You can record Hour Readings during service visits
• NORDVEST calculates usage between readings
• Component service intervals can be based on hours
• We then can help you predict the hours at future dates based on trends

Example: A compressor shows 12,450 hours. Last oil change was at 8,500 hours. With a 4,000-hour oil interval, you know it's due at 12,500 hours.

Oil Samples

Oil sampling helps with predictive maintenance and oil analysis programs. When enabled on an asset, you can record oil samples and see how old each consumable component was at the time of sampling.

Enabling Oil Samples

1. Edit the asset
2. Check "Track oil samples"
3. Optionally set a sampling interval in hours and/or months
4. Save

Once enabled, an Oil Samples link appears on the asset's detail page.

Recording a Sample

1. Navigate to the asset's detail page
2. Click View Oil Samples
3. Click Add Oil Sample
4. Select the hour reading at the time of sampling
5. Set the sample date
6. Add any notes (optional)
7. Save

Component Ages

Click any sample row to expand it and see the age of each consumable component at the time of that sample:

Components that have never been changed show dashes instead of ages.

The "Look Backward" Rule

When a component is changed during the same service visit as the oil sample (same hour reading), the age reflects the previous change — not the one that just happened. This is because the sample captures the state of the oil before the new parts go in.

Example: You take an oil sample and change the oil filter at 5,000 hours. The previous filter was installed at 3,000 hours. The sample shows the filter age as 2,000 hours (5,000 − 3,000), because that's the filter the sample actually tested.

Sampling Interval

You can configure how often samples should be taken:

• Hours — e.g., every 2,000 hours
• Months — e.g., every 6 months

These intervals display on the Oil Samples page for reference.

Viewing Assets

From the Assets Page

The Assets page shows all equipment across all customers. Use this to:

• See everything you service
• Find assets by type
• Identify equipment needing attention
• Filter between in-use, all, or not-in-use assets

Assets marked as "not in use" display a badge and sort to the bottom of lists.

From a Customer

Each customer's page shows only their assets. This is the typical view when you're preparing for a service visit.

Adding an Asset

1. Navigate to a customer's page
2. Click Add Asset
3. Select the asset type
4. Fill in the details
5. Save

The form adjusts based on the asset type you select, showing only relevant fields.

Editing an Asset

Click the asset's name to open the edit form. You can change any field except the customer assignment.

Marking Assets as Not in Use

When equipment is decommissioned, removed, or no longer actively serviced, mark it as "not in use" instead of deleting it. This preserves service history while keeping asset lists focused on active equipment.

To mark an asset as not in use:

1. Edit the asset
2. Check the "Mark as not in use" checkbox at the bottom of the form
3. Save

Assets marked as "not in use":

• Show a "Not in use" badge throughout the application
• Sort to the bottom of asset lists
• Can be filtered separately on the Assets page
• Appear in a collapsible section on the Record Work page

Tip: Use "not in use" instead of deleting assets to maintain service history and preserve records for warranty or reference purposes.

Asset Groups

For customers with many assets, you can organize equipment into Asset Groups. Groups provide a hierarchical structure for organizing assets:

Compressor Room
├── Unit 1
    ├── 25 HP Compressor
    ├── BEKO Dryer
    └── Filter Bank
└── Backup (Piston)

Building B
└── Filter Housing

Groups can be nested (parent-child), making it easy to organize large facilities. Each group has:

• Name — How you identify this grouping
• Description — Optional notes about the group

Tip: Use this for multiple locations or adding descriptions for where equipment is located. 1520 Fern Road Location ├── Main Machine - Upstairs in build A | ├── 25 HP Compressor | ├── BEKO Dryer └── Backup - Downstairs under the large conveyer └── 5 HP Champion

Asset Templates

For equipment you add frequently, Asset Templates pre-populate common configurations. When you select a template while adding an asset:

• Asset type is pre-selected
• Metadata fields are pre-filled with typical values
• Component types are suggested

Templates save time and ensure consistency when adding similar equipment.

Display Names

NORDVEST automatically generates a display name for each asset based on available information:

1. If a title is set, use it
2. Otherwise, use manufacturer + model (with horsepower if available)
3. Otherwise, use the serial number
4. Otherwise, fall back to the asset type name

Tip: Set a clear title for assets you reference often. "Main Compressor" is easier to find than "Ingersoll Rand UP6-50PE-125."