Assets

Getting there

1. Open Assets in 3PM Drive.
2. To create an asset, select Add Asset.
3. To inspect an existing asset, select its name from the list.
4. From the asset details, select Edit to change its information.

The Assets list includes search, sorting, column selection, and filters such as Status, Asset Type, Team, Year, Fuel Type, and Compliance. Select an asset to open its detail view.

Key concepts

• Identification contains the asset’s Rego Number, License Plate, Asset Type, and record dates.
• Vehicle Specifications contains Make, Model, Year, Color, and Tire Size.
• Service History shows the most recent service information in the detail view. The Service tab provides service schedules and logged service records.
• Notes stores additional information about the asset and is shown only when notes have been added.
• The asset detail view also includes Inspections, Faults & Defects, Meter, Fuel, Compliance, and Work Orders when those areas are available to you.
• Service schedules can show Overdue, Due, or Upcoming items. The detail view also shows Next Service and the value remaining or overdue.

How to create an asset

1. In Assets, select Add Asset.
2. Enter an Asset Name. This is required.
3. In Manufacturer Details, enter the available identification and specification information.
4. To use a vehicle identifier lookup, enter at least five characters in Rego Number, then select Decode. When information is returned, 3PM Drive can fill in fields such as Make, Model, Year, Color, License, and Asset Type.
5. In Other Details, select any relevant Teams, enter meter information, choose an Asset Type, and add an Estimated Cost if needed.
6. Enter Last Service Date, Last Service Odometer (km), and Last Service Engine Hours when you have those details.
7. In Forms, select the forms available to this asset. Use Select All or Deselect All as needed.
8. In Service Plans, select a service plan if you want to track servicing for the asset.
9. Select Create Asset.

The Year must be between 1900 and the current year. If you enter a Rego Number, it must contain between 5 and 17 characters. You can also add an asset photo; image files must be smaller than 5 MB.

How to update Identification

1. Open Assets and select the asset you want to change.
2. Select Edit.
3. In Manufacturer Details, update Rego Number, License, or any other identification information.
4. Select Update Asset.

After saving, 3PM Drive returns you to the asset details. The Identification section displays Rego Number, License Plate, Asset Type, Created, and Updated.

If you change Rego Number, you can select Decode to retrieve available vehicle information. The lookup requires at least five characters and may update related fields.

How to review Vehicle Specifications

1. Open the asset details from Assets.
2. Select the Specifications tab.
3. Review the Vehicle Specifications section.

The section displays Make, Model, Year, Color, and Tire Size. The same detail view also provides summary values for Odometer (km), Engine Hours, Estimated Cost, and Last Service.

To change any specification, select Edit, update the relevant field in Manufacturer Details, and select Update Asset.

How to review Service History

1. Open the asset details from Assets.
2. For a summary, review the Service History section in the Specifications tab. It includes Last Service Date, Last Service Odometer (km), and Last Service Engine Hours.
3. For the full maintenance view, select the Service tab.
4. Review the service schedule and its status. The schedule can show Overdue, Due, or Upcoming, along with the next service date, next service value, value till next service, and last serviced date.
5. Scroll to Service History to review logged services. Each record can include the service, date, meter value, Performed By, and cost.

If no service plan is assigned, the Service tab displays No service plan assigned. Assign a service plan from Service Plans in the edit form before tracking scheduled servicing. When a service has been completed, use Log Service from the Service tab when it is available, then review the refreshed schedule and history.

How to add Notes

1. Open the asset details and select Edit.
2. In Manufacturer Details, enter information in Notes.
3. Select Update Asset.

The Notes section appears in the asset details after notes are saved. Notes can also be displayed as a Notes column in the Assets list; hover over a truncated note to read the full text.

Tips & things to know

• Enter the Asset Name before saving. An asset cannot be created without it.
• Use Rego Number and Decode to reduce manual entry when lookup information is available. Check the returned values before saving.
• Keep Odometer (km), Engine Hours, and the last-service fields accurate so service information remains useful.
• Assign the correct Teams. An asset can belong to more than one team.
• Assign a Service Plan if you want the Service tab to calculate and display service status.
• Use the status filter on Assets to find Active or Under Maintenance assets.
• Use Compliance to identify assets with Expired, Expiring, or Valid compliance information.
• An asset can be marked Under Maintenance or Active from its additional actions when you have permission to edit it.
• If an asset is no longer in use, select Archive from its detail actions when available. Archived assets can be viewed from the Assets list and can be Unarchived when appropriate.
• Changes to an asset are saved when you select Update Asset. Leaving the form without saving discards those changes.

FAQ