Finger on the pulse

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?

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Client Asset Management

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.

Not IncludedNot Included Sales Automation

Sales Automation

Not IncludedNot Included Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation


Key benefits

Below is a snapshot of some of the most popular key benefits from using the Client Asset Management Module.

Create custom asset fields

Do you want to store specific information and details against asset records?

Create custom fields to match the data requirements you have. Choose different input formats such as numbers, single line text, multi-line text, checkboxes, dropdown menus and date fields.

Create custom asset fields
Full asset history

Full asset history

Do you want to see every document, image and key date relating to an asset?

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

Define lifecycle statuses

Define lifecycle statuses

The way you determine the lifecycle of an asset will be unique to your business.

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 particular business.

Link to new documents

Do you need to create a sales quotation for a repair job on one of your asset records?

In the quotation (or other document) interface, at the click of a button, you can create a link to one or more asset records, which automatically adds that document or documents to the asset(s) history.

Link to new documents

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Keep Track of Each Asset

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.

Keep Track of Each Asset

Asset lifecycle tracking

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.

Asset lifecycle tracking

Frequently Asked Questions

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.

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