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Add Your Assets and Connect Them to What Matters

Document your equipment and physical assets, then tie them to the locations, parts, and vendors that keep them running.

Written by Manuela Sanchez

Assets in Pico are the individual pieces of equipment and physical items you want to track — HVAC units, elevators, appliances, furniture, whatever matters to your operation. You can add them in bulk and connect each one to where it lives and what it needs.

How to add assets in bulk

  1. Go to More → Manage Property → Assets on desktop

  2. Select Import and add your CSV:

    1. Include asset name (mandatory), type, model, serial number, and any other fields.

  3. Follow the steps and create your assets.

⚡️Tip: You can add Assets one by one - go to More → Manage Property → Assets → Add

Connecting assets to locations, parts, and vendors

Once your assets are in, open any asset record to connect it to the rest of your property under the Connections tab:

  • Placement: assign where the asset lives so it appears on work orders for that space. You can select multiple locations in bulk.

  • Parts: link the parts associated with this asset so techs know what's needed before they show up.

  • Vendors: connect the vendor responsible for this asset.

Why it matters

When a tech gets a work order for a piece of equipment, they shouldn't have to ask who the vendor is, what parts it takes, or where to find the manual. Connecting assets properly means that information is already there when the job starts.

Who can do this?

Property Manager

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