User GuidesAsset ManagementAsset Types

Asset Types

SOPHIOS supports four distinct asset types, each with specialized features optimized for its use case.


Yachts

Overview

Asset Type: YACHT Icon: 🛥️ Best For: Superyachts, motor yachts, sailing yachts, catamarans

Key Features

  • Crew Management - Full HR system for yacht crew
  • Trip Management - Voyage planning and logging
  • Equipment Tracking - Marine equipment catalog
  • Maintenance - Hull, engines, systems maintenance
  • Marina/Port Fees - Berth fees and port expenses
  • Fuel Tracking - Fuel consumption and costs

Typical Specifications

  • Length Overall (LOA) - Total length in meters/feet
  • Beam - Width at widest point
  • Draft - Depth below waterline
  • Gross Tonnage - Official tonnage
  • Flag State - Registration country
  • Classification - Lloyd’s, ABS, etc.
  • Cabins - Guest and crew cabins
  • Maximum Speed - Top speed in knots
  • Cruising Range - Nautical miles at cruise speed

Common Expense Categories

  • Fuel and lubricants
  • Marina/berth fees
  • Crew salaries
  • Maintenance and repairs
  • Insurance
  • Catering and provisions
  • Navigation and communication
  • Safety equipment
  • Classification surveys

Private Jets

Overview

Asset Type: JET Icon: ✈️ Best For: Private jets, turboprops, helicopters, aircraft

Key Features

  • Flight Crew Management - Pilot and cabin crew tracking
  • Flight Hours - Total time, cycles tracking
  • Maintenance Intervals - Hour-based maintenance scheduling
  • Hangar Management - Storage and hangar fees
  • Trip Logging - Flight logs and routes
  • Regulatory Compliance - FAA/EASA compliance tracking

Typical Specifications

  • Make & Model - Manufacturer and model (e.g., Gulfstream G650)
  • Tail Number - Registration (e.g., N12345)
  • Serial Number - Aircraft serial number
  • Total Time - Total flight hours
  • Year of Manufacture - Build year
  • Home Base - Primary airport (ICAO code)
  • Range - Maximum flight range
  • Passenger Capacity - Number of seats
  • Cruise Speed - Normal cruising speed

Common Expense Categories

  • Fuel (Jet-A, AvGas)
  • Hangar and parking fees
  • Crew salaries (pilots, cabin crew)
  • Maintenance and inspections
  • Insurance (hull, liability)
  • Landing and handling fees
  • Catering and supplies
  • Navigation and communications
  • Annual inspections and certifications

Properties

Overview

Asset Type: PROPERTY Icon: 🏰 Best For: Villas, estates, apartments, commercial properties

Key Features

  • Facility Management - Building systems and utilities
  • Staff Management - Housekeeping, maintenance, security
  • Vendor Management - Service providers and contractors
  • Maintenance Scheduling - HVAC, plumbing, electrical, landscaping
  • Occupancy Tracking - Usage and rental tracking
  • Utility Monitoring - Electricity, water, gas consumption

Typical Specifications

  • Address - Full property address
  • Property Type - Villa, apartment, estate, commercial
  • Square Meters/Feet - Total area
  • Land Size - Lot or plot size
  • Bedrooms/Bathrooms - Room count
  • Year Built - Construction year
  • Architectural Style - Design style
  • Deed/Title Number - Legal registration

Common Expense Categories

  • Utilities (electricity, water, gas)
  • Property management fees
  • Staff salaries (housekeeping, security, gardening)
  • Maintenance and repairs
  • Insurance (property, liability)
  • Property taxes
  • Landscaping and pool maintenance
  • Security systems
  • HOA fees (if applicable)

Luxury Vehicles

Overview

Asset Type: VEHICLE Icon: 🚗 Best For: Supercars, classic cars, luxury vehicles, specialty vehicles

Key Features

  • Mileage Tracking - Odometer readings
  • Service History - Maintenance log
  • Storage Management - Garage and climate control
  • Usage Logging - Trip logging
  • Documentation - Registration, insurance, certificates
  • Collection Management - For multi-vehicle collections

Typical Specifications

  • Make & Model - Manufacturer and model
  • VIN - Vehicle Identification Number
  • Year - Model year
  • Color - Exterior color
  • Engine - Engine type and displacement
  • Horsepower - Power output
  • Transmission - Manual/automatic, gears
  • Mileage - Current odometer reading

Common Expense Categories

  • Fuel
  • Insurance (comprehensive, collector)
  • Maintenance and service
  • Storage fees (garage, climate control)
  • Registration and taxes
  • Detailing and cleaning
  • Tires and consumables
  • Parts and accessories
  • Transportation (shipping, enclosed transport)

Choosing the Right Type

💡

Select the asset type that best matches your asset’s primary use, even if it could fit multiple categories.

Decision Guide

Choose YACHT if:

  • Primarily used on water
  • Has marine crew
  • Registered with flag state
  • Has classification society
  • Requires marine insurance

Examples: Superyachts, motor yachts, sailing yachts, catamarans, houseboats


Type-Specific Modules

Different asset types have access to different features:

FeatureYachtJetPropertyVehicle
Crew Management✅ Full✅ Full⚠️ Limited❌ No
Trip Management✅ Voyages✅ Flights❌ No⚠️ Limited
Equipment Tracking✅ Marine✅ Aviation✅ Building⚠️ Limited
Maintenance✅ Hull/Engine✅ Airframe✅ Facility✅ Service
Operating Hours✅ Engine✅ Flight❌ No⚠️ Mileage
Fuel Tracking✅ Marine fuel✅ Jet fuel❌ No✅ Gasoline

✅ = Full support ⚠️ = Partial support ❌ = Not applicable


Customizing Asset Types

Category Templates

Each asset type comes with pre-configured expense categories:

Yacht Categories:

  • Fuel & Lubricants
  • Marina/Port Fees
  • Crew Salaries
  • Maintenance
  • Insurance
  • Provisions

Jet Categories:

  • Fuel (Aviation)
  • Hangar Fees
  • Crew (Flight)
  • Maintenance
  • Landing Fees
  • Insurance

Property Categories:

  • Utilities
  • Property Management
  • Maintenance
  • Insurance
  • Taxes
  • Landscaping

Vehicle Categories:

  • Fuel
  • Insurance
  • Service & Maintenance
  • Storage
  • Registration
  • Detailing
🎨

All category templates can be customized to match your specific needs.


Switching Asset Types

⚠️

Warning: Changing an asset’s type after creation is not recommended and may require manual data migration.

If you need to change an asset type:

  1. Create new asset with correct type
  2. Manually migrate critical data
  3. Archive old asset
  4. Contact support for assistance with complex migrations

Best Practices by Type

Yachts

  • Track engine hours religiously for maintenance
  • Log all trips with waypoints
  • Maintain crew certifications up-to-date
  • Document all refits and upgrades
  • Keep classification certificates current

Jets

  • Monitor flight hours and cycles
  • Track maintenance intervals precisely
  • Maintain airworthiness certificates
  • Log all flights with route details
  • Keep pilot certifications current

Properties

  • Schedule preventive maintenance (HVAC, plumbing)
  • Track utility usage for cost optimization
  • Maintain vendor contracts
  • Document all renovations
  • Keep insurance and tax records organized

Vehicles

  • Log service history completely
  • Track mileage accurately
  • Store in climate-controlled environment (for classics)
  • Maintain insurance (consider agreed value)
  • Document provenance and modifications

🚀

Ready to create your asset? Head to Creating Assets to get started.