Asset Performance, Transit Tasks, and Location Tracking

Overview

OWNLY allows you to track an asset's entire lifecycle, including historical rental revenue, location changes, retrievals, returns, and building moves.

Navigation & Step-by-Step Instructions

  1. Locating and Viewing Asset Records
  • Search for an asset by going to Assets > Search Assets, or open the asset directly from a contract.
  • Asset records are color-coded Orange within the OWNLY interface.
  • Linking Rule: Assets link to contracts, and contracts link to customers. Customers are not linked directly to an asset unless the transaction is an outright cash sale.
  1. Reviewing Asset Performance & Editing Details
  • Open the asset record to review the total Rent Collected, LDW Fees, and Late Fees generated throughout the building's history.
  • Correcting Asset Assignments: If a contract is linked to the wrong building, open the contract, click View/Edit Asset, and select or attach the correct building.
  1. Creating a Transit Task (Retrievals, Returns, Moves)
  • Open the contract, click the linked Asset record, and select New Transit Task.
  • Select the appropriate Transit Task Type:
    • Retrieval: Used for repossession or involuntary pickup.
    • Return: Used for voluntary customer returns.
    • Building Move: Used to relocate an asset between lots or addresses.
  • Select the Origin Location, such as the Customer Address, and the Destination Location, such as a Dealer Lot, Manufacturer, or Custom Address.
  1. Contract Status & Account Resolution
  • Creating a Retrieval or Return task automatically changes the contract status to Pending Retrieval or Pending Return on the dashboard.
  • Once the hauler picks up the building, open the transit task, enter the Actual Delivery Date, and mark the task Completed.
  • Completing the task automatically updates the asset's current location and moves the contract to the Awaiting Closure list for final financial review and resolution.