With our Asset Management feature, you’ll be able to track all of your information on customers’ assets for maintenance agreements. Record and store details like model name, installation date, warranty information, and more, as well as add photos, comments, and files for internal use.

But it doesn’t stop at the customer. You can also use this feature to track the equipment used by your business with the same level of detail as customer assets, and manage it directly through the FieldPulse app.

(Note: Asset management is primarily handled by admin and team managers. Service agents cannot create, edit, or view assets, with the exception of creating an asset on an existing job record by selecting Actions > Create Asset.)

To begin using Asset Management, you'll first need to enable it. Start by clicking on Company Settings and selecting Features & Plugins. Navigate to Assets and select Enable. Now you're ready to begin creating and tracking your assets!

To create an asset, click Assets on the left-side of your screen.

Once in Assets, you can view your assets sorted into various categories at the top of the screen. Click Create Asset to build a new asset.

First, add a title to the asset. You can select whether the asset is a Customer Asset (will become a customer's property) or a Company Asset (will be owned, used, and maintained by you). If it's a Customer Asset, you will be prompted to link a customer, which will also auto-populate their location as the location of the asset. You can also change the status of the asset between Uninstalled, Installed/In Use, or Retired.

Additionally, add asset tags to categorize/sort your assets easily. Search for and attach an existing maintenance agreement. Select your install date (if applicable) and type a location description (if necessary).

If you expect to use a similar asset many times, toggle on Save As Asset Template to make creating future assets more efficient! (Note: To use a template in the future, select Import Template).

Next, enter your equipment details. You can enter as many or as few details as you need!

Additionally, you can enter a warranty expiration date and the details of the warranty (if applicable). Briefly name and describe the condition of the asset as well.

Lastly, add notes and files to your assets as needed. Be sure to save your asset when finished.

After creating an asset, you will see the Asset Record. To provide updates on the asset, select Add Update from the Asset Record.

In your asset update, you can link a related job, type an update, and attach additional files.

When creating a new asset, users can effortlessly insert pre-built templates. These templates act as a solid foundation, which users can easily modify details to ensure accuracy and relevance.

To create an asset template, begin by navigating to Assets in the left-side menu then clicking Create Asset.

Before adding any information, toggle on Save As Asset Template.

You can now title your template.

Enter all pertinent details, including condition details, warranty details, and notes. When you've customized your template, press Save.

To insert an asset template, begin by navigating to Assets in the left-side menu then clicking Create Asset.

Before entering any details, click Import Template then select the applicable template.

All of the details you entered in the template will now auto-populate, but you can easily modify as needed. Be sure to press Save after fine-tuning your asset.

To attach an asset to a job, create a new job or edit job record. Just above the Save Job button, you can attach an existing asset (Select Asset) or create a new asset to attach (Add Asset).

To attach an asset to a customer, open their customer record. Select the Asset tab at the top of the screen.

Click Create Asset and complete the fields as described above under Creating an Asset.

Utilize the data from your asset records to generate a dynamic report and/or PDF! Combine multiple assets into a single, professional summary report for customers offering a comprehensive overview of services rendered and ensure you showcase relevant information while hiding unnecessary details with customizable display options. This report can be shared with customers and linked to dynamic estimates/invoices.

Begin by navigating to the asset record for which you'd like to create a dynamic asset report, then select Generate Report.

You can now view the preview of your report as a Dynamic URL or PDF by selecting your preference the top of the screen.

Additionally, use the display settings on the right-side menu to ensure you showcase relevant information while hiding unnecessary details. Select/deselect details such as asset summary, notes, details, and photos to customize your report.

When your report is ready, select Send to Customer.

You can now customize who the email is sent to, as well as the subject and body. Attach any pertinent files, and select to include the Dynamic Report, PDF Report, and/or Signature Request.

Dynamic Report with Signature Request Example:

To create a report for multiple assets, begin by navigating to the customer record associated with those assets. Select Assets from the top menu, then click the checkbox icon.

You can now click to select the various asset records you'd like to be included in this report. When you are ready to generate the report, select the clipboard icon.

You will now follow the same process of customizing your display options before sending the report to your customer. Here is an example of what your multi-asset report may look like:

Similar to our existing barcode scanning feature, you can scan and add new assets or update existing ones. Whether you're in the field picking up or dropping off assets, this tool makes it easy to quickly identify items and update important details, like their condition, on the go.