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Quick Start ​

This guide walks you through the essentials: creating your organisation, adding a site and asset, and performing your first inspection.

1. Set up your organisation ​

When you first register, AssetBuddy guides you through an onboarding flow:

  1. Enter your organisation name
  2. The system creates your organisation and assigns you the Owner role
  3. Default asset categories (e.g. Vehicles, Fire Safety, Electrical) are created automatically
  4. Default check templates are set up for common inspection types

2. Create your first site ​

  1. From the dashboard, go to Sites
  2. Click Create Site
  3. Fill in the site details:
    • Name — e.g. "Head Office" or "Warehouse A"
    • Address and Postcode
    • Contact name, phone, and email for the site
  4. Click Save

TIP

You can add locations (floors, zones, areas) within a site to organise where assets are located.

3. Add your first asset ​

  1. Go to Assets and click Create Asset
  2. Fill in the required fields:
    • Category — select from the default categories (e.g. Fire Safety, Vehicles)
    • Site — choose the site you just created
    • Description — a short name for the asset (e.g. "Main Entrance Fire Extinguisher")
  3. Optionally add:
    • Make/Model and Serial Number
    • Criticality level (Critical, High, Medium, Low)
    • Location within the site
  4. Click Save

The asset is created with an In Service status and a unique asset code is generated automatically.

4. Perform your first check ​

  1. Go to Checks and click New Check
  2. Select the asset you want to inspect
  3. Choose a check template (e.g. "Fire Extinguisher Pre-Use Check")
  4. Work through each question — entering responses, adding notes, and attaching photos where required
  5. Click Submit

AssetBuddy evaluates the responses against the template's pass/fail logic and records the result. If the check fails and the template is configured for automatic defect creation, a defect is raised automatically.

What's next? ​