Public Feature Guide
Cowtown Asset and Transaction System (CATS)
Dedicated directions for one feature at a time.
Asset Operations
Asset Service Order
Captures service-intake requests outside a standard BPO request.
Who Uses This Feature
Clients, Admin, operations users when enabled
Asset Operations
What This Feature Can Do
- Single-asset or portfolio service intake
- Broker-direct onboarding support
- Client-safe intake fields
How To Use It
- Use it when the request is about service management rather than valuation only.
- Clients should enter business-side service needs, not internal assignment decisions.
This page explains the purpose and normal use of the feature. Actual access to the live feature still depends on the signed-in user's approved role and rights.