Begin Course

Hello! Welcome to CRO University.

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In this course, we're going to cover Assets.

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Please click, "Begin Course" to get started.

First, we need to go to the Assets page.

Now, when we say, "assets" we really mean any sort of containers or other property of your company that gets deployed with customers. In that regard, they can be just about anything! Let's head into Assets to see what I mean.

This option will let us add a new Asset Category.

Here we are. As I was saying, Assets can be anything from roll off bins to portable toilets! No matter what your company deploys, it all starts with Assets. In CRO, not only can we have our different types of assets, we can also categorize them! Before we dive into that, though, let's take a look at these Unassigned Asset Types.

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These asset types haven't been categorized, yet, so they're all waiting for you, here! Now, you're not required to categorize your asset types, but it certainly makes things easier on your dispatchers. As you'll see, we have very different types of assets, here. Seems to me we need to make a new Category with this plus sign button.

Let’s start by giving this new Category a name.

Sure enough, we just need a few details to get this new category in. First, we'll need to give it a name that reflects what kind of assets go in here.

Now let’s give it a Description to describe this category.

That'll work! "Residential" is a great category, depending on your industry. Next, let's give it a description.

Now let’s add this category.

That'll work, too. While this won't be shown to any of your customers, it can help your dispatchers know exactly what this asset category is for! Now, the "category code" part is optional, but can certainly be useful, as well. Let's add our new category.

This pencil will let us edit this Asset Type.

Done and done! All that's left to do is put one of our asset types into this new category. Now, in order to make any changes to an asset type, we'll need to click this pencil icon on it. Each one has its own. This "95 Gallon" asset type is PERFECT for our new category!

Here is where we set the category for this Asset Type.

Ahhhh... that's a lot of options. For now, let's just stick with the categorization. This dropdown will let us set it!

Now we can choose our new Asset Category!

And there it is: Residential.

Now let’s save our Asset Type, again.

Now let's save our asset type.

This time around, let’s add a new Asset Type.

There we go! Now we officially have that asset type in the proper category. Neat!

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What if we need to add a new asset type, though? Ah, that would be this button, right here.

First, we need to give our new Asset Type a name.

Similarly to the Asset Categories, we just need to fill in a few fields here, to get started. Let's fill in the asset name, first.

Here we can set a Quantity, if you’re not tracking with Asset Numbers.

Next is our Quantity field. Now, if you're going to be tracking these assets by unique asset numbers, than this quantity option isn't quite as important.

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If you're not, however, then this Quantity is what CRO will use to track the inventory. We can start with 1, for now.

Let’s make this new Asset Type require Asset Numbers.

Our third field, here, is completely optional. If you are going to be weighing these units, in the future, then you can provide a tear weight for this asset type and it will automatically be deducted from your scale tickets!

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Below that, we can tell CRO -indeed- whether or not you'll be tracking them with individual asset numbers. Let's tell it that we will.

Now let’s put this new Asset Type into our new Asset Category.

And would you look at that... you can pre-set the category, as well! I would consider this as Residential. Let's set that.

Now you can select, “Residential”.

Now we just need to select Residential.

All that’s left to do is Add our new Asset Type!

Let's save our new asset type, now.

This pencil will show us all the options for this Asset Type.

Remember those pencils? Let's hit the pencil on our new asset type.

Click here to add a value to this option.

Look at all those options! Don't worry, we'll take it slow.

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Most of these top options we've already covered so there's no need to rehash those. The Capacity and Unit of Measurement, here, are new though. These options are not required, but if you'd like to track the capacity of these assets throughout the day you can set that, here.

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This other option, "Alert over X days idle" is really handy. Let's set a value and I'll explain.

This is where we can set the average stop time for the Delivery of a 35 Gallon.

Yeah! 30 days. That'll work.

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Essentially, if we enter a number in here then any of these assets that have been sitting idle (that is, you haven't scheduled any jobs for them) then we'll keep a tally of every single one for you.

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Remember the Asset Status field from the Dispatching course? This is how you apply it!

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Beneath that, you can see where we can set the category for this asset type, too. Beneath that, things start to get interesting! Let's set the Average Stop Time for deliveries these assets.

Turn on the Signature default for Deliveries, here.

Three you go. Now, this number, here, is an estimation of the minutes it takes to deploy one of these new assets of ours.

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It doesn't have to be exact, of course, and actually getting as close to the average time spent delivering them is the goal.

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You'll notice, too, that you can set the average stop time of every single job type for this, particular, asset type. To the right, we can also set job requirements for these assets, as well!

Now let’s make Images required, as well.

Yup. That will make it so that every time your Drivers drop off one of these assets, they'll also need to provide an E-Signature from your customer. Every time! If we select this next checkbox...

Time to save this Asset Type.

This time, we're telling CRO that the Driver will need to take a photo of each one of these assets that gets delivered!

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This is mostly to make sure that the asset was deployed safely and correctly, but you could just as easily make any jobs that would require a dump run require images. In that case, you could attach the scale ticket right to the job itself, permanently!

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You can probably tell just how powerful these Request Defaults can really be. Finally, down here, we have the option to Save or Deactivate this asset type. Let's save it, for now.

Click here to go right back into the Asset Type, one more time.

And it's locked in! While we're at it, let's open up one of these assets, again and deactivate it.

This button will immediately deactivate this Asset Type.

Sure enough! There's our big red button. Let's click it.

We can reactivate any deactivated Asset Types, here.

There it goes. Wait... -WHERE- did it go? Ah, I'm glad you asked. This button, right here, is the one you're looking for.

Now we can reactivate the 95 Gallon Asset Type!

You see, this will give you a list of all of the asset types that have ever been deactivated!

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Now, why can they be deactivated, but not completely deleted? So you can reactivate it, of course! This also makes sure that all historical data with these assets is retained. Let's reactivate it, now.

Click on the Asset Type, itself, instead of the pencil icon.

Yup. It's that simple. Alright, let's go a little deeper and cover asset numbers! First, let's go into the Roll Offs category. This time around, let's not click on the pencil... let's click on the Asset Type, itself.

Let’s click on this Asset Number to see all our options.

There's a whole world in here!

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Now, these features are only available if you track your assets with unique asset numbers. Here at CRO, we always suggest tracking with numbers if possible... and this feature, here is one of the main reasons why!

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You see, this page will break down each and every asset number (under this asset type) and breaks them down by Deployed, Available, Reserved and Returning. This first list, here, are all of the asset numbers that are currently marked as with a customer. Let's click on one to see what happens, shall we?

This field will let you enter Notes for this, particular, asset.

Who would have thought that one number could hold so much data?

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Going from the top down, we can move this asset number to a different asset type. This is mostly for error correction. Beneath that, you can also update this number, in case it was entered incorrectly.

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You also get the ability to set the Serial Number, Purchase Date and Purchase Price for informational purposes. This option, here, will let you instantly transfer this asset number from one of your yards to a different one.

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Just below that, you can also enter any note you need to this asset number. In fact, less talk and more action: let's add a note.

Let’s save this Asset Number.

Boom! There it is.

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Any of your dispatchers can access this information, ensuring that everyone is always on the same page.

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These last few options give us the ability to merge this number with another one, seeing the full history of this asset and even deleting the whole asset and its history out-right.

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Goes to show how many benefits you get from using asset numbers, eh? Actually, I have one more trick up my sleeve.

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Let's Save this number, for now.

Select this gear icon to move on.

Next, please click on the gear icon, here.

Click here to search for an asset number.

That's right! We can schedule an Incident Report for your assets, as well. This option is only available if you use asset numbers. Now, you can search for the number you want to create an incident for. You can do that by clicking on the Search box, here.

Click here to start our report.

I went ahead and chose a good candidate for an incident report for you. Any asset number you type in here, though, will work just fine!

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To create a new incident report, just enter the notes. Click here, and I'll provide one for you this time around.

Let’s choose the activity for this incident with this dropdown.

There you go. We're indicating that the asset is broken, but it could just as easily have been retired or sold. Next, we can tell CRO how this incident affects the asset. Maybe it doesn't! If it does, though, we can set that, here.

Now we just need to select, “Out of Service”.

Now we just need to tell CRO what happens to this asset, now. We'll take it out of service until it can be repaired.

Time to submit our Incident Report!

Done. Now, let's hit Submit to create our incident report!

Click here, and we’ll start an incident to put this asset back in service.

Would you look at that. We now have a record of it, not to mention -- it's no longer in service! We've removed this asset, in particular, from the pile and it won't come back until it's back in service.

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So, how do we do that? With another incident!

“In Service” is already set, so we can submit, now.

Just. Like. That. Now, instead of marking this as "Out of Service", we can submit this new incident with the "In Service" option selected.

And we're back! Just like that, we took this asset out of service and put it right back in. Of course, in a real world example, it would likely take longer than just a few seconds to fix it. Sticking with this top-right section, we can also bring up a log that showcases all of our incident reports, as well as the ability to add a new number, import a list of numbers from a CSV spreadsheet, or even downloading each of your numbers (again) in a spreadsheet. Whether the numbers are coming or going, we'll keep track of it for you.

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And... yeah! That about does it for Assets. That's not to say this is the last time you'll see them, though. Not by a long shot!

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This concludes our Assets course. Please click the “X" button at the top right.