Manage Commercial & Residential Assets and Asset Types

Last updated: November 11, 2026

Your asset records only help if they match what’s in your yard. When a container gets damaged, goes out of service, or leaves your fleet, you update its record so your availability counts stay right.

You manage assets in two places: an asset’s own record and its Asset Type’s page. Use the asset record for one container, and the Asset Type page for a whole group.

Before You Start

Here are a few things to know before you continue:

  • Depending on how your permissions are set up, you may not be able to access some or all of these features. Please reach out to your Account Owner if additional access is needed.

  • Your Asset Types and Assets must already exist in your Docket account before you can manage them. To learn how to add them, check out our article: Add Commercial & Residential Asset Types and Assets

  • To learn how to open an asset or an Asset Type, check out our article: Commercial & Residential Assets Overview

  • Sold and deactivated assets are read-only, and you can’t undo either change.

Manage Assets

An asset’s record holds what Docket knows about one container. Use it to check where a container is, review what has happened to it, and keep its details current. Everything in this section works from the side panel or the full page.

Each asset has a Details tab and a History tab. Use Details to see how the asset is set up, and History to see what has happened to it.

Details Tab

The Details tab shows how an asset is set up and where it is right now. Check it before you make any updates.

Asset Details include:

  • Asset Type: The Asset Type’s name appears at the top. Click on “View asset type” to open it.

  • Container Type and Size / Volume: The kind of container and how big it is.

  • PIN: The unique ID number you gave the container.

  • Trackable: Yes if the asset has its own PIN. No if Docket tracks it by count.

  • Current Location: The yard’s name and address, or the client’s location if the asset is out.

  • Condition: Chips for Content, Condition, and Owned.

  • Description, Material Types, and Tags

History Tab

The History tab is a timeline of what has happened to an asset, starting with when you added it. Use it to answer questions like where a container has been or when its Condition last changed.

The History tab shows a timeline of events, newest first. Each event shows what happened, the date, and who made the change. Examples include Created, Condition Updated, Damage Reported, Dropped Off, Picked Up, Emptied, Note Added, and Asset Type Updated.

On the full Asset page (not the side panel), you can also search the history, switch between newest and oldest first, and filter by event type. Click on the filter icon, then select the events you want to see. If a driver reports damage from a stop, the Damage Reported event includes a “Mark Repaired” button. Click on it to log the repair.

Add a Note or Photo

Notes keep an explanation with the asset. Add one when you inspect a container, spot damage, or want the next person to know something.

To add a note or photo, follow the instructions below:

  1. Open the asset.

  2. Click into the “History” tab.

  3. Click on “Add note.”

  4. Enter your note.

  5. Add a photo, if needed.

  6. Click the “Post” button to save.

Update an Asset

Keep each asset’s record current so your counts stay accurate. You can change an asset’s condition, status, and fill level from the same menu. You can also deactivate it.

To update an asset, follow the instructions below:

  1. Open the asset.

  2. Click on the three-dot menu at the top of the panel. On the full page, click on “Actions.”

  3. Select the item you want to change.

    • Location: Change where the asset is located.

    • Condition: Choose Excellent, Good, Minor Damage, or Major Damage. Add a comment and photos, if needed.

    • Status: Mark the asset In Service, Out of Service, or Sold. A sold asset leaves your inventory and becomes read-only.

    • Fill level: Choose Empty, Partially full, or Full.

    • Location: Choose a yard for an asset that has no known location.

    • Deactivate: Take the asset out of your inventory for good, such as a bin that is lost, stolen, or damaged beyond repair. Docket keeps the asset’s history.

Please Note: Sold and Deactivate can’t be undone. Docket asks you to confirm before it saves either one, and the asset becomes read-only.

Keep in Mind

When you update an asset, there are a few things to keep in mind:

  • The options you see depend on the asset’s Status. A Deployed asset offers Condition and Fill level only. You can’t mark a Deployed asset as Sold or deactivate it.

  • If an asset’s Fill level is Partially full or Full, Docket won’t let you set its Status to In Service until you change the Fill level to Empty.

  • Out of Service assets aren’t available for dispatch.

  • Drivers can report damage from a stop in the mobile app. Drivers can’t take an asset out of service. You review the report and update the asset.

  • Sold and deactivated assets leave the default All Assets list. To see deactivated assets, filter by Status and select “Deactivated.” To see sold assets, filter by Owner and select “Customer.”

Change an Asset’s PIN

If you entered the wrong PIN, you can correct it from the asset’s record, in the side panel or on the full page. Docket keeps the asset’s history and its existing reservations. Only PIN-tracked assets have a PIN, so you won’t see this option for assets in a pooled Asset Type. Each PIN must be unique.

To change an asset’s PIN, follow the instructions below:

  1. Open the asset.

  2. Click into the “Details” tab.

  3. Click on the pencil icon next to the PIN.

  4. Enter the new PIN.

  5. Click “Save.”

Manage Asset Types

Each Asset Type has its own page where you review its setup and counts, edit it, adjust pooled counts, and deactivate it. Asset Types open as a full page only.

Asset Type Page Overview

Each Asset Type has its own details page. It shows how the Asset Type is set up, how many assets you have, and what has happened to it.

To open an Asset Type’s details page, follow the instructions below:

  1. Click into “Assets” in the Commercial & Residential section of the left-hand menu.

  2. Click into the “Asset Types” tab.

  3. Click on the Asset Type you want to open.

You’ll now see the Asset Type’s details page with three tabs: “Details,” “Assets,” and “History.”

Details Tab

The Details tab opens first. It gives you a summary of the Asset Type and how many of its assets are free.

Asset Types Details Tab.gif

The four sections of the details tab are:

  • Information: The Asset Type’s setup, such as Name, Size, Container Type, Material Types, Tracking mode, and PIN Prefix.

  • Recent History: The latest events for this Asset Type. Click on “Add note” to log a note.

  • Current utilization: Your asset counts by Status and by Condition.

  • Availability: How many assets you’ll have free over the next 7 days. Click on “View full forecast” for the full view.

Assets Tab

The Assets tab lists every asset under this Asset Type. Use it when you want to see these containers without scrolling through your whole fleet.

The table contains each asset’s PIN, Asset Type, Container Type, Size, Status, Condition, Client, and Days At Location. Scroll to the right to see more columns. Use the “Search” box to find a specific asset.

If your Asset Type is pooled, the PIN column stays blank because Docket tracks those assets by count.

History Tab

The History tab is a timeline of everything that has happened to this Asset Type, starting with when you created it. Use it when you need to know when assets were added and which PINs they received.

Each event shows what happened, the date and time, and who did it. You can also use these controls:

  • Search history: Find a specific event.

  • Ordering Options: Change the order of the events between Newest and Oldest first.

  • Filter: Narrow the list of events.

  • Add note: Log a note on the Asset Type.

Events include Asset Type Created, Configuration Changed, Assets Added, Assets Reclassified In, Assets Reclassified Out, Pool Status Adjusted, Pool Condition Adjusted, Assets Deactivated, Asset Type Deactivated, and Note Added.

To learn more about reading availability, check out our article: Commercial & Residential Asset Availability Overview

Edit an Asset Type

You can update an Asset Type’s name, materials, and other details from its details page. Some settings are locked once you create the Asset Type, so Docket labels them “Set at creation.”

To edit an Asset Type, follow the instructions below:

  1. Open the Asset Type’s details page.

  2. Click on the pencil icon in the Information card.

  3. Make your changes.

  4. Click on the “check mark” icon to save, or click on the “X” to cancel.

You can change the Name, Description, Material Types, Tags, and the PIN Prefix on a PIN-tracked Asset Type. You can also change the Container Type, but only to another type that uses the same unit of measure.

Keep in Mind

When editing an asset type, there are a few things to keep in mind:

  • Changes apply going forward. Services you create after you save use the new settings. Services you already scheduled keep their current configuration and pricing.

  • You can’t change the size or turn PIN-tracking on or off. Your Asset Type needs a name no other active Asset Type uses, and at least one Material Type must stay selected.

  • If you change a PIN Prefix, Docket warns you that the Asset Type will then have more than one prefix style. The new prefix applies to assets you add after you save, and existing PINs stay the same.

Adjust a Pooled Asset Type’s Count

A pooled Asset Type has no individual PINs, so you update its Status and Condition by count. Use this when you find damaged or out-of-service units in a yard, such as ten damaged carts. “Adjust Pool Status / Condition” appears only on pooled Asset Types, and it covers only the units in the yard you select. To update a pooled unit that is out at a client location, open the asset and update it using the steps in “Update an Asset” above.

To adjust a pooled Asset Type’s counts, follow the instructions below:

  1. Open the pooled Asset Type’s details page.

  2. Click on the three-dot menu in the top right corner.

  3. Select “Adjust Pool Status / Condition.”

  4. Click on the yard you want to adjust.

  5. Enter the new count for each Status: “Available” and “Out of Service.”

  6. Enter the new count for each Condition: Excellent, Good, Minor Damage, Major Damage, and Unknown.

  7. Enter a comment.

  8. Click on the “Save adjustment” button. This will appear gray until you have made changes and filled out all required fields.

You’ll now see the updated counts on the Details tab and the change in the History tab.

Please Note: You move units between counts, so you can’t add or remove units here. Each group of counts must add up to the same total. If they don’t, Docket shows how many units are over or under and doesn’t save. Docket calculates “Damaged, not Out of Service” and “Not ready” for you, so you can’t edit them.

Keep in Mind

When you adjust a pooled Asset Type’s count, there are a few things to keep in mind:

  • You can only return an Out of Service unit to service if it’s empty.

  • Docket blocks an adjustment that would leave a booking without an available unit. Reschedule or cancel the booking first.

Deactivate Pooled Assets

When you scrap or lose pooled units, deactivate them from the Asset Type. Deactivation is permanent, and Docket keeps each unit’s history as a read-only record.

To deactivate pooled assets, follow the instructions below:

  1. Open the pooled Asset Type’s details page.

  2. Click on the three-dot menu in the top right corner.

  3. Select “Deactivate Assets.”

  4. Click on the yard that holds the units.

  5. Enter how many units to deactivate for each Condition.

  6. Enter a Reason.

  7. Check the box next to “I understand this can’t be undone.”

  8. Click on the “Deactivate “X” assets” button. This will appear gray until you have made changes and filled out all required fields.

You’ll now see the new total on the Details tab and an “Assets Deactivated” event in History.

Please Note: You can only deactivate units in the yard you pick, up to the number shown next to each Condition. Docket blocks it if it would leave a booking without an available unit.

Deactivate an Asset Type

Deactivate an Asset Type when you no longer offer it. Docket keeps its history, and you can’t delete an Asset Type.

To deactivate an Asset Type, follow the instructions below:

  1. Open the Asset Type’s details page.

  2. Click on the three-dot menu in the top right corner.

  3. Select “Deactivate Asset Type.”

  4. Review the list of what will change in the confirmation window.

  5. Check the box next to “I understand this can’t be undone.”

  6. Click on the “Deactivate Asset Type” button.

Deactivation is permanent, and you can’t reactivate the Asset Type. Docket also deactivates every asset under it and removes the type from your pickers. Deactivated assets stay in Docket as read-only records with their history.

If the Asset Type has open reservations, you’ll see a message that it can’t be deactivated yet. The message shows how many open reservations it has, including active rentals and future scheduled reservations. Complete or cancel them, then try again. Quarantine holds don’t count as open reservations.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!