Assets

Next generation asset management

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

Man keeping track of mobile asset

Assets Connected and so Incredibly Simple to use

Smart, mobile and fully integrated.

The Formitize Asset Management Module benefits from the seamless integration with other Modules including CRM Customer Database, Client Locations, Job Management, Recurring Job Profiles and Smart Forms.

Welcome to Smart Asset Management.

 

Asset Register Illustration

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.

A AssetCard  Illustartion

The Asset Card

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

Asset Management also includes:

Reminder
Reminders
Automated reminders can be created related to the Asset
QR code
QR Code
Automatically created to link to the Asset Card. Print with or without logo
Map Street View
Map & Street View
Shows current asset location with street view
Forms
Forms
View all forms completed that link to the Asset
Call Alert
Create Alert & Call
Enables end-user clients to trigger alerts or call you from the Asset
Change Log
Change Log
Tracks all changes to any asset record
Take Photo
Photos
Attach multiple photos for each asset with GPS coordinates grabbed
Create jobs
Jobs
View all jobs undertaken that are linked to the Asset
Notes Documents
Documents
Attach documents related to the Asset such as Operating Manuals and Safety Guidelines
JOB Managment illustration

Job Management

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

Intergrated Forms 35

Smart Form 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.

Intergrated Forms

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

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.

Assets Customer View

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.

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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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