You can use Assetti to track and plan repairs for your properties. The repairs functionality is designed to support dependable maintenance (long-term) planning, CAPEX planning, and the understanding of the property's situation for decision making. You can access the repair tab within your property. Click on the desired property and then select the “repair” tab, next to the “strategy” and “financial information” tabs.
You can add repairs to Assetti either through an import or the Assetti interface. To add a repair through an import, we would recommend you download the repair template and fill in the appropriate columns. You can read more about our import functionality here.
To add a new repair through the interface, click the add button in the top right-hand side of the screen. Once you click on this, a new line will be added to the repair view. Fill in the information including:
- If the repair is linked to a unit, you can connect the repair to them by clicking the ‘link units’ button next to the ‘add’.
- The ID of the repair, or a unique series of characters to identify this repair
- The start date for the repair
- The completed date of the repair
- The status of the repair, either ‘completed’, ‘planned’, or ‘postponed.’
- The classification of the repair. You can choose from our ready-made selection or add your own in the “settings” section of your user menu. Read more about settings here.
- The subclass or subtype of your repair. You can also choose from our ready-made options here or add your own in the “settings” section of the user menu.
- The priority for your repair.
- The title you have given for the repair.
- A description of the repair
- To make the repair appear in the CAPEX report, select “yes” for the activated section.
- “Use cost estimate in budgeting” In the future, you will be able to select this checkbox if you’d like to use the cost estimate for this repair in your budgeting in the ‘financial information’ tab. You can “link to an account” in your account map here as well. Read more about account maps here.
- The contractor for your repair, chosen from the contacts you have in your ‘contacts’ tab on the left-hand side of the screen.
- The cost estimate or the probable price of the repair
- The actual cost or the true price of the repair
- The VAT% or the value-added tax of the repair, written as a percentage
- The VAT sum or the actual VAT amount, written as a currency amount
- The initial VAT rate or the VAT rate applied to the repair
- The initial deducted VAT sum, if applicable.
- The initial deducted VAT date, if applicable
Remember to press ‘save’ after.
After you have added your repairs to the property, you can view it in the KPI tab. Click on the KPI’s and then select “repairs” from the bar at the top of the screen. Currently, you can only view the KPI’s in the trend view.