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.

Having on-site images, site reports, technical documents, views of all quotes, jobs or contracts all in one easy to understand screen lets you provide exceptional service to your customers whether from the office or on their premises.

This will be sure to give you the edge on your competitors.

Not IncludedNot Included Sales Automation

Sales Automation

Not IncludedNot Included Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation

What is Client Asset Management?

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.

What is Client Asset Management?

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

Create custom asset ields

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.

Track the full history of individual assets

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 stages of an asset’s lifecycle

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 documents to existing assets

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.

Related Modules

These are some of the most common modules where our customers benefit from what the Client Asset Management module offers.



Create and send personalised, professional, and attractive quotations and/or proposals in your branding. Automate your follow up processes to always control the next steps. Best in class by a long mile.

Jobs/Sales Order Management

Jobs/Sales Order Management

Manage your customer jobs and/or orders, with the added advantage of sub-workflows to breakdown different types of jobs and orders. Automatically keep your customers in the loop at every step of the way.



Manage your customer contracts quickly and easily. Auto-generate routine jobs and invoices with defined schedules by individual contract. Ideal for any business providing ongoing service or preventative maintenance.

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