Imagine being able to tell customers exactly how many call-outs or support requests you'd received for a specific product.
Wouldn't it be great if you could use this information to create new sales opportunities?Book your Demo
Get full visibility on every single piece of information relating to every asset you have sold to, maintain for, or hire out to your customers.
On-site images, site reports, technical documents, views of all quotes, jobs, and contracts. Having all of this information on one easy-to-understand screen helps you to provide exceptional service to your customers, whether from the office or on their premises.
Below is a snapshot of some of the most popular key benefits from using the Client Asset Management Module.
Keep track of the entire history of each asset stored with a unique reference (i.e. Serial No, Asset ID, or MAC address).
View the entire history in one screen and store information specific to the asset for example images or documentation like site reports.
See any quotations which have been raised against an asset, any repair invoices which have been raised, and use this information to educate your customers when assets are either due to being replaced, or it is in the customers best interest financially to replace it.
Link any other document created in the system to an existing customer asset to create a link at the click of a button.
When you track items by serial number, you can see the full lifecycle of that asset in the system.
Every Quote, Job, Contract, Purchase Order linked to it is they're giving you a full lifecycle overview.
Have to quote for a site visit? You can link your quote to the customer asset for full transparency.
Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.
Client asset management is a way for you to track the entire lifecycle of a physical item based on a unique identifier such as serial number.
Tracking all of these touchpoints gives you a single source of truth, to enable you to provide customers with a service level which was once only achievable through bespoke software applications.
Information is at your fingertips whether you are in the office, or out in the field.