Introduction to Asset Manager

[Note - this feature is only available in Enterprise subscription]

What Is Asset Manager?

Asset Manager helps you track tools, equipment, and machinery across your business.

It shows you what assets you have, where they are, who’s using them, and when they’re due for maintenance or test & tag — all in one place.

No spreadsheets. No guessing. No lost tools.

What Can You Track?

Asset Manager is designed for physical items like:

• Power tools

• Hand tools

• Machinery

• Safety equipment

• Company-owned equipment

• Any other assets you want to keep control of

Each asset can store:

• A unique code or name

• Photos for easy identification

• Serial numbers

• Current location

• Status (available, in use, retired)

What Problems Does Asset Manager Solve?

• “Where is that tool?”

• “Who took it last?”

• “Which job is it on?”

• “Is this equipment overdue for test & tag?”

• “Do we actually still own this?”

Asset Manager answers all of that instantly.

Key Features

Asset Check-In / Check-Out

Know when assets leave storage and when they come back.

• Check assets out when they’re taken

• Check them back in when returned

• See what’s currently in use

• Keep a clear history of movement

Location Tracking

Track where assets are stored or assigned.

Examples:

• Warehouse

• Vehicle

• Job site

• Office

You can quickly filter assets by location to see what’s where.

Assign Assets to Jobs

Link assets to jobs so you know what equipment is on each project.

This helps with:

• Job setup

• Recovering tools at job completion

• Resource planning across jobs

Maintenance & Test & Tag Tracking

Keep equipment safe and compliant.

• Track maintenance dates

• Track test & tag due dates

• Get automatic reminders when something is due

• Update dates once work is completed

No manual tracking required.

QR Code Labels

Each asset can have a QR code label.

• Print labels and attach them to tools

• Scan with a phone to identify the asset

• Quickly view asset details on site

• Useful for audits and recovery

Batch Actions (Save Time)

Work faster with multi-select actions.

You can:

• Assign multiple assets to a job

• Change locations in bulk

• Update asset status

• Print labels for many assets at once

Perfect for job setup, audits, and reorganising storage.

Search & Filtering

Find assets fast.

Search or filter by:

• Name or code

• Type

• Status

• Location

• Assigned job

No scrolling through long lists.

Reporting & Exports

Export your asset list when needed.

Useful for:

• Insurance

• Audits

• Asset registers

• Stocktakes

Common Use Cases

Tool Control

Know exactly who has what and where it is.

Job Setup

Assign all required tools to a job in seconds.

Maintenance Compliance

Get reminders so nothing slips past due.

Loss Prevention

Track movement and responsibility to reduce missing assets.

Stocktakes & Audits

Quickly verify assets using filters or QR codes.