Account settings: Asset Settings

Key concepts

Asset Settings contains these areas:

• Config — manage configuration across the General, Placeholders, Pre-start, and Map tabs.
• Asset Classes — create and manage groups of Assets with shared settings.
• Service Plans — manage service plans and their schedules.
• Prestart Questions — manage questions and their configurations.
• Workshop Components — manage workshop components and categories.
• Workshop Status Management — manage workshop status types and configurations.
• Lubricants & Fluids — manage lubricant and fluid types.

An Asset Class can include a Class Name, Tags, Asset Type, Meter, and Managers. It can also define financial, costing, and pre-start settings that apply to Assets in that Asset Class.

How to use Asset Settings

1. Open Settings > Asset Settings.
2. Select Config.
3. Use the tabs to open the settings you want to change:
   • General
   • Placeholders
   • Pre-start
   • Map
4. Update the available fields.
5. Select Save Changes.

The Placeholders area includes values such as [Asset Number], [Asset Type], [Asset Class], [Registration Number], [Description], [Make], [Model], [Serial Number], and [Asset Display]. Select the placeholder shown in 3PM Command when you need to use one in the relevant setting.

Select Reset to discard unsaved changes in the current Asset Settings configuration.

How to manage asset classes

1. Open Settings > Asset Settings > Asset Classes.
2. Select Add Asset Class to create one, or select an existing Asset Class to view or edit it.
3. Complete the form sections:
   • Basic Info — enter Class Name and select the Asset Type. You can also select Tags, Meter, and Managers.
   • Financial Info — choose Default Charge Out Type, Depreciation Model, and Default Charge Out Duration, and enter Effective Life (years) when applicable.
   • Costing Info — enter Per Hour Cost, Dry Hire Per Hour Price, Wet Hire Per Hour Price, Half Day Cost, Dry Hire Half Day Price, Wet Hire Half Day Price, Full Day Cost, Dry Hire Full Day Price, and Wet Hire Full Day Price as applicable.
   • Prestart Config — configure Pre-start Frequency, Show Oil Usage, and Prestart Questions when these settings are available.
4. In a new Asset Class, use Next to move through the sections. In an existing Asset Class, use the tabs to move between sections.
5. Complete each required field before continuing or saving.
6. Select Create for a new Asset Class, or Update when editing an existing one.

The available Asset Type values are controlled by 3PM Command. Examples include Vehicle and Plant. The available Depreciation Model values are Straight Line, Diminishing Value, and Prime Cost. The available Default Charge Out Type values are Wet Hire and Dry Hire, and the available Default Charge Out Duration values are Per Hour and Per Day.

To find an Asset Class, use the search field. You can switch between grid and list views. Depending on your permissions, you can also edit, delete, import, or export Asset Classes.

To import Asset Classes, select the import option and use the Asset Classes import template. Asset Type must be a valid type, and Managers, when used, must match existing Staff email addresses.

How to save changes

For Config:

1. Make your changes on any of the General, Placeholders, Pre-start, or Map tabs.
2. Select Save Changes.
3. Wait for the save to finish before leaving Asset Settings.

For a new Asset Class, select Create after completing the form. For an existing Asset Class, select Update. 3PM Command checks the current section before moving forward and checks the form before saving. If a required field is incomplete, complete it and try again.

Tips & things to know

• Choose the correct Asset Type before saving an Asset Class. It must be a valid type in 3PM Command.
• Use a clear Class Name so the Asset Class is easy to identify when selecting it for an Asset.
• Tags, Meter, and Managers can be selected more than once where the field allows multiple selections.
• Default Charge Out Type starts as Wet Hire when no value has been selected. Default Charge Out Duration starts as Per Hour when no value has been selected.
• Some Asset Class sections or fields may not be shown if your permissions do not include them.
• If your account is connected to Drive, some Asset Settings and pre-start options may be managed in Drive and may not appear in 3PM Command.
• Use Reset in Config before saving if you want to discard the changes you have made there.
• When importing, set up the related information in the required order: Regions, Asset Classes, Service Plans, then Assets.

FAQ