Updated over a week ago

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.

Enabling Asset Management

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!

Click on Enable

Creating an Asset

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.

Click on All…

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).

Click on General

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

Click on Equipment Details

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.

Click on Warranty

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

Click on Notes

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

Click on Add Update

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

Click on Create New Asset Update

Asset Templates

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.

Click on Create Asset

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

Click on highlight

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.

Click on Asset Title *…

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

Click on Create Asset

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

Click on Test Asset

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.

Attaching an Asset

Job Record

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).

Click on Assets…

Customer Record

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

Click on Assets

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

Click on Create Asset

Video Tutorial

Have additional questions?

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