Asset Types and Categories

Properly categorizing equipment helps with reporting, PM scheduling, and fleet analysis. Learn how CLUE organizes assets.

Asset Types

Top-level equipment categories:

• Vehicle - Trucks, vans, cars
• Equipment - Heavy machinery, construction equipment
• Tool - Power tools, hand tools
• Attachment - Buckets, blades, forks
• Trailer - Flatbeds, lowboys, containers

Product Classes

Specific equipment types within each category:

Equipment Examples

• Excavator, Loader, Dozer, Grader
• Crane, Forklift, Boom Lift
• Generator, Compressor, Pump

Vehicle Examples

• Pickup Truck, Dump Truck, Semi
• Service Truck, Fuel Truck
• Van, SUV, Car

Why Categories Matter

• Reporting - Group costs and utilization by type
• PM Plans - Apply maintenance schedules by class
• Dispatch - Find available equipment by type
• Filtering - Quickly find specific equipment

Setting Up Categories

Admins can customize categories in Company Settings:

1. Add new Product Classes as needed
2. Map equipment to appropriate types
3. Keep categories consistent across the organization

Tips

• Use consistent naming for better reporting
• Don't over-categorize - keep it simple
• Review categories periodically as fleet changes