Asset Management overview

An overview of what you can do with the Asset management module.

Updated over a week ago

The Asset Management module helps companies who manage Assets or Equipment onsite. It works perfectly for businesses such as 

Maintenance Contractors, HVAC, Appliance & equipment maintenance, Facilities and Equipment Management and many more industries that look after customer equipment. (You can also use assets to manage internal equipment by creating yourself as a customer)

What you can do with Assets?

  • Categorise assets - E.g. Boilers, Cookers, Lifts, AC units etc

  • Custom fields - Create custom data fields against Assets (can also be granular against a particular asset category)

  • Asset templates - create asset templates including makes and model library if you maintain lots of the same assets

  • Warranties - manage labour and manufacturers warranty periods. This will raise a flag when adding a job or when invoicing for jobs against this asset

  • Files & Notes - Store files, images and notes against your asset

  • Assign assets to jobs and quotes - assign Assets to jobs and quotes which will allow your fieldworkers to also see the asset and add data via the fieldworker mobile app

  • Add due date and service reminders: You can add a potential next visit due date for you asset. You can then also add a service reminder to remind the customer when the asset next needs servicing and you can filter your asset list by due date

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