Workever

Manage customer Assets, create Service contracts and manage Service plans

Asset management & Service contracts

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

Asset Management overview

How to manually add the assets next service due date and send a reminder.

Asset service due date

Categorising your Assets for easier filtering and management

Asset categories

How to add multiple assets to a single job

Adding multiple assets to a job

Create Asset templates that can be reused. Great for companies who manage the same model of asset regularly.

Asset templates

How to collect additional data for your Assets using custom fields

Asset Custom fields

Managing Warranty agreements on Assets you manage

Warranty Agreements

QR Codes for assets

Assets

Create service contracts that helps keep your customers planned maintenance on time, every time

Service contracts

Creating and adding service plans which can be used as part of a service contract

Service plans

How to export and send contract details to your customers

Sending/Exporting a contract summary

How to send customers contract renewal emails prior to contract expiration

Contract renewal reminders

How to view and create invoices against your contracts

Billing - How to invoice your contracts

Service Contracts

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Youtube Videos

YouTube Videos

Find answers and get help from Intercom Support and Community Experts

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