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

Client Asset Management

Get full visibility on every 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 this information on one easy-to-understand screen helps you to provide exceptional service to your customers, whether you’re in 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


Keep track of every asset

Keep track of the entire history of each asset stored with a unique reference such as Serial Number, 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.

Link any other document created in the system to an existing customer asset to create a link at the click of a button.

Create custom input fields

Create custom input fields

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

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.

View a complete history of each asset

View a complete history of each asset

Do you want to see every relevant document, image and key date without having to go hunting for it?

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.

Why not book an online client asset management demo?

Show me what it can do

Define your own statuses

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.

Define your own statuses

Make links to new documents

Do you need to create a sales quotation for a 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 and automatically add that document to the asset history.

Asset lifecycle tracking

Keep track of every asset

Keep track of the entire history of each asset stored with a unique reference such as Serial Number, 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.

Define your own statuses

Stay on top of the asset lifecycle

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.

Do you have to quote for a site visit? You can even link your quote to the customer asset for full transparency. It’s that simple.

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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