Client Asset Management

Imagine being able to tell customers exactly how many call-outs or support requests you'd received for a specific product

Process Automation

Manage assets effectively

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.


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

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.

Define your own statuses

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.

Interested? Take the next steps today

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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