Standardize how you structure your assets with facility types to help ensure consistency when you collect data, filter, report, and do operational processes across the platform. Configure and organize asset types that categorize technical objects in the application. To speed up facility creation, you can also control behavioral rules to assign default characteristics to a facility type.
Understand facility types
Describe facilities and how facilities are used through different facility types.
Understand facilities
A facility is the asset field technicians interact with or work on. It can be a physical object, piece of equipment, or location that requires maintenance, inspection, or management. With facility types, you can perform work orders, collect census data, and do physical maintenance.
Examples of facility types include:
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A specific centrifugal water pump (Serial #12345).
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An electrical transformer station on 5th Avenue.
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A company delivery van.
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A central HVAC unit on the roof of a building.
Understand consumers
A consumer is the end-user, customer, or entity that uses or benefits from the facility. You can track who requests the work, who experiences the outage, or who should be billed for the service. A consumer type connects the physical asset to a customer profile for service-level agreements (SLAs), billing, and communication.
Examples of consumer types include:
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The specific tenant that leases an office space.
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A municipal water department that uses a pumping station.
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A retail store branch that experiences a power issue.
Understand owners
An owner is the legal or financial entity that holds the title, property rights, or ultimate financial responsibility for the asset. Use owner types to track asset capitalization, warranty claims, legal compliance, and overall financial reports.
Examples of owner types include:
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A third-party equipment leasing company that owns your company fleet.
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A real estate holding group that owns a building (even if multiple "Consumers" rent inside it).
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The city government.
Note: The owner and the consumer can sometimes be the same entity, but they are often different if there is a lease, contractors, etc.
Understand families
A family is a logical group or classification of similar facilities that share common features, technical specifications, or maintenance protocols. While it isn’t a physical object, it contains physical assets. With family types, administrators can apply bulk configuration rules, standardized maintenance checklists, and aggregate reporting across multiple identical or similar assets.
Examples of family types include:
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Centrifugal water pumps.
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Light duty vehicles.
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Rooftop HVAC units.
What’s next
See Manage facility types .