Client Asset Management

With Client Asset Management, create custom fields to match the data requirements you have and choose different input formats such as numbers, single-line text, multi-line text, checkboxes, dropdown menus and date fields.

Whether you sell or hire assets out, you can see every single piece of information relating to that specific asset from the point of purchase to the most recent quote or job, all in one easy-to-navigate screen.

The way you determine the lifecycle of an asset will be unique to your business. That’s why this module lets you create your own statuses and rename any system default statuses to give you an asset management system specifically designed to meet the needs of your business.

Do you need to create a sales quotation for a job on one of your asset records? In the quotation (or another document) interface, at the click of a button, you can create a link to one or more asset records and automatically add that document to the asset history.

When you track items by serial number, you can see the full lifecycle of that asset inside Zigaflow. Every Quote, Job, Contract and Purchase Order is linked to give you a full lifecycle review.