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Next Generation Asset Management

Smart, mobile & fully integrated. Welcome to the next generation in Asset Management.

The Asset Register

The Asset Register is your central asset database.

The Register shows all of your assets and key asset details for each individual asset. Different Asset Types are managed under separate tabs.

Formitize Asset Register

The Asset Card

Each asset has a dedicated Asset Card that stores and manages all information and details related to the Asset.

Asset Card on Formitize

Asset Register ID

A unique ID generated for every Asset
.

Asset Number

Utilise your existing asset numbering and barcodes, or default to Register ID

QR Code

Automatically created to link to the Asset Card. Print with or without logo

Asset Details

Automatically created to link to the Asset Card. Print with or without logo

Client & Location

Link all assets to your clients and your client’s locations

Map & Street View

Tracks all changes to any asset record
.

Change Log

Tracks all changes to any asset record
.

Notes

View and add new notes to the Asset Card at any time

Photos

Attach multiple photos for each asset with GPS coordinates grabbed

Forms

View all forms completed that link to the Asset

Jobs

View all jobs undertaken that are linked to the Asset

Resources

Attach documents such as Operating Manuals and Safety Guidelines

Reminders

Automated reminders can be created related to the Asset

Create Alert & Call

Enables end-user clients to trigger alerts or call you from the Asset

Smart Form Integration

Smart Form Asset Integration

Smart forms can be built to manage and record all of the different activities linked to an asset.

Different forms can access different information from the Asset Card for each different scenario such as:

Maintenance, Work Orders, Inspections, Audits, Safety Checks, Activity Monitoring.

You can use the drag and drop Form Builder to create your own smart forms exactly as you need them – to collect and report on exactly what your business requires (or send the form to us and we’ll build it for you!).

 

The smart forms can both pull information from, and push information back, to update the Asset Register automatically.

All forms that interact with an Asset are recorded in the Forms tab of the Asset Card so that the source of all related forms and changes can be instantly viewed and tracked.

Job Management

The advanced Job Management solution enables both one off and recurring jobs to be created, dispatched and managed via the integrated scheduler.

Jobs can have both Job Forms and Safety Forms automatically attached that relate to the Asset based on the job type being undertaken.

View the status of jobs in real-time and the integrated Job Status Updates and Future Job Reminder features automate communications by email, sms and notifications keeping your clients and your team updated all the time.

All Jobs associated with an asset are recorded in the Asset Card to allow full visibility of all interactions.

Formitize Job scheduler
Formitize CRM Diagram

Linking Assets to CRM

The Asset Management module automatically links to the Customer Relationship Management (CRM) module so all clients, contacts and locations are automatically connected.

An “Asset” tab in the Contact page of the CRM lists all Assets related to that client.

This enables instant instant communication with account contacts, automated communications, task management, job visibility, document management and everything automatically recorded.

QR Code Integration

A QR code is automatically generated for each asset added to the Register.

You can still use your own asset numbering and barcode systems, however the QR code provides a direct link to the Asset Card from the field. Users with permission can simply scan the QR code in the field to access the Asset Card and all related asset information.

This is especially useful in viewing the Asset History and Notes and in viewing the related Asset Resource Documents such as Operating Manuals, Licences and Safety Material.

Formitize Asset card on Phone
asset card on iphone formitize alert-call

Customer View

You can enable your customers to access the Asset Card directly by scanning the QR Code.

From the Asset Card your clients can see the related Asset Details and click the  “Create Alert” or “Call Us” buttons enabling the client to contact you directly from the Asset. The Alert email includes all related asset information for rapid identification and action and the “Call Us” button will call the Assigned Asset Manager’s number automatically.

GPS & Augmented Reality Overlay

The Latitude, Longitude and Altitude coordinates of the Asset Location can be recorded.

The Augmented Reality Overlay enables uses to view the real location with an overlay of the Asset Card details linked to the assets in visible range.

By clicking on the Asset Card Summary, you can view the full Asset Card Details.

Asset Management Module Pricing

Please note that the Asset Management Module is an optional add-on product and is not included in the standard Formitize user pricing.

Please contact us to discuss your requirements and pricing options.

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Your dedicated Client Success Manager will be there with you throughout your journey.

We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.

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