Manage Assets

How to Manage Customer Assets

Overview

In simPRO, a customer asset is a piece of equipment installed at a customer site that you maintain on behalf of the customer. You can create and manage customer assets in the applicable site card file, or alternatively, manage all customer assets in Utilities > Customer Assets.

To create an asset in simPRO, you need to set up asset types as templates to capture different types of information for different assets, including basic details, custom fields, test readings, and attachments, as well as service levels .

You can also add and create customer assets in a quote or job workflow, and transfer assets between sites.

Customer assets, which you maintain on behalf of customers, are different to plant items, which are equipment that your company owns, uses on jobs, and keeps track of for job costing and maintenance.