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Add Your First Asset

A live asset record is ready to organize, identify, and check out.

BeginnerAbout 4 minReviewed Oct 3, 2026
Owner or Admin
On this page

Create a tool record with the required name and the optional details your crew needs.

Before you start

Role needed: Owner or Admin. Ask an Owner if an action is unavailable.

1

Open the asset form

Choose Assets → Add Asset. On a first-asset Dashboard prompt, choose Add Asset; it opens the same form.

The form shows the optional fields alongside the required asset name.
2

Enter the tool name

Name is required. Choose a name your crew can recognize, such as the tool type and a distinguishing detail. Category and Location can be left as No category and No location.

3

Add useful optional details

You may enter a Serial Number, Existing Barcode, one Primary Photo, and Notes. Choose a category and location if they already exist; the form also offers quick creation for a new category or location.

4

Save the asset

Select Add Asset. OrbitEquip creates its QR identity automatically. Open the new record to confirm its status and print a label from Labels.

Example asset detail header. QR artwork and account profile information are outside the crop.
Filter labels, then choose Print all labels. The crop ends above QR artwork.

Tips

Keep in mind

Troubleshooting

Add Asset is unavailable or the save is rejected.

Check: Confirm you are an Owner or Admin and review the live asset limit.

Fix: Ask an Owner to manage the role or plan, then retry with a name entered.

Still stuck? Contact OrbitEquip support.