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Portfolio / HOW TO

Register equipment and review its identity, warranty and history

Keep appliances, furniture and shared equipment linked to their location, identifying details and repair context.

Open the interactive demo

Before you begin

  • Have the building, unit or shared-area location available before registering an asset.
  • Gather the asset name, make, model, serial number, condition and any purchase, supplier or warranty information.
  • Decide whether the item should be visible to the tenant or staff only.

The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.

Find the right model, supplier or warranty date before arranging a repair or replacement.

What the workflow coordinates

The interface displays an asset ID and QR label, links the item to its property records and shows any recorded history and ticket counts.

What people review

People inspect equipment, enter accurate facts, choose visibility and confirm that movement or repair records reflect what happened.

01

Search the register before adding an item

Open Inventory & assets. The current fixture has no registered assets. Use search and property/unit/category filters before adding an item in a working account.

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You have located the existing asset or confirmed that a new record is needed.

Review point

You have located the existing asset or confirmed that a new record is needed.

02

Start the asset record in the right location

Choose Register asset. Select its category, property, unit or shared area, and room/spot. These fields determine where later repair and inventory records belong.

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The asset is associated with the correct unit or shared area and intended audience.

Review point

The asset is associated with the correct unit or shared area and intended audience.

03

Check identity and warranty details

Review name, make, model, serial number, condition, status, purchase/install/warranty dates, cost and supplier. The form also has tenant visibility and notes.

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The record identifies one specific item and retains the available warranty context.

Review point

The record identifies one specific item and retains the available warranty context.

04

Use the asset record for follow-up work

The form states that the asset ID and label QR value are assigned automatically. A photo-storage control is explicitly labelled simulated; no asset was saved in this review.

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Any repair or location change starts from the correct asset record.

Review point

Any repair or location change starts from the correct asset record.

05

Read recorded history and linked tickets

The reviewed asset register has no seeded asset history. Register asset is illustrated separately. No populated asset-history record is seeded in the reviewed demo, so the old history illustration has been retired. Do not infer a repair history from an empty register.

Current demo availability

Asset registration history

The reviewed asset register has no seeded asset history. Register asset is illustrated separately.

Review point

Confirm current availability before attempting this stage.

06

Prepare labels for physical identification

The register offers Export for labels. Export content requires actual asset records; this review does not claim that an empty register produced printable asset labels.

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The chosen labels correspond to the intended asset IDs and selection scope.

Review point

The chosen labels correspond to the intended asset IDs and selection scope.

What you should have at the end

The equipment has a usable record containing its location, identity and available warranty information, with repair, history and label entry points kept together.

Demonstration notes and availability

  • Reviewed against the official demo at demo.estatereal.io. Screenshots are native 3× captures in English/light mode. Preset records and enabled functions can change.
  • This review followed navigation, record tabs and unsaved forms. It did not submit payments, signatures, invitations, messages or irreversible record changes.
  • Current demo limits: The reviewed asset register has no seeded asset history. Register asset is illustrated separately.

Useful answers

Is condition the same as status?+

No. Register asset separates condition (New, Good, Fair, Poor or Damaged) from operational status (In use, In repair or Stored).

Why is no asset history illustrated?+

The current fixture has an empty asset register. The registration form is reviewed, but no asset was created to manufacture a history or label-export example.

Connected capabilities

See this workflow with your portfolio in mind.

Bring your existing process. We’ll walk through the records, responsibilities and services you need.

Book a guided demo

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