ASSET MANAGEMENT: Asset Registers, Service Reminders, QR Code Tagging & PPM Scheduling
Asset Imports / Exports & Asset Creation, Asset Service Reminders, PPM Scheduling, Creating, Completing & Invoicing Asset Servicing.
15 articles
Viewing & Exporting Asset DataView more asset detail on the asset management data grids and export any relevant asset data
Bulk Importing Client AssetsFormat Your Client Asset Data for Import Into Our Asset Management
Creating an Individual Client AssetSetup an individual asset, including servicing costs, etc
Asset Management GridView All Assets For Your Clients, Instantly See What Asset Services Are Due Using Intuitive Filters
View An Asset's Service RecordsView Completed and Upcoming Service Records for an Individual Asset
View an Individual Asset Record / RegisterSee an asset's details, schedule, history, associated photos and more
Completing a Client Asset Service Record On The Mobile App For Planned or Reactive Maintenance JobUsing the Klipboard mobile app to Scan an Asset QR tag or Search to find a Service Record requiring completion.
Setup Client Asset Servicing Costs for Invoicing & Allow Inventory Parts, Products, Services or LabourAutomate service costs being added to invoices for assets serviced on a Job