Many businesses need to store details of assets to ensure compliance, safety and regular maintenance is being carried out thoroughly. Klipboard’s extensive Asset Management web and mobile app capabilities allow for asset surveying, asset registering and maintaining of assets on a pre-planned schedule at multiple customer locations.

Office and field workers can make sure an asset register is accurate and benefit from a clear overview of which assets are at a chosen location, the condition of those assets as well as the history and planned maintenance schedule of those assets. Also with a range of automated communication features, such as client asset service reminders which are sent out according to a frequency you desire, you can ensure your clients are notified when a service is due, whilst streamlining the planning and scheduling of your field workforce.

Asset Register

Klipboard allows for a client asset register to be created with ease. A register can be bulk imported on the web dashboard via a CSV file and associated with a specific client location. Alternatively, a Task can be created and a mobile app user can perform an onsite survey and create multiple assets along with capturing the relevant asset data at a client’s location, which will then automatically be stored on the web dashboard. Either way we ensure you can capture and store the correct asset data for your client with accuracy and speed.

The asset register contains all relevant details you require for each asset, including any serial numbers, manufacturers, product codes, equipment details, warranty dates, servicing price as well as a range of other useful details.

Pre Planned Maintenance & Service Records

We allow you to create planned maintenance schedules for each asset that you have on the register. Pre planned maintenance can be set for any frequency, be it daily, weekly, monthly, annually and it will create multiple Service Records for the recurring frequency set. These Service Records will then be available when creating a Task and for completion by the mobile app user when they visit the client location to perform the servicing on that asset.

To help with planning and scheduling of servicing on client assets, we provide you with full visibility on a range of grids that show asset services Due Today, Due This Week, Due This Month and Completed. If you need a specific date range or if you are looking for a particular asset then our range of search filters will help you find it quickly.

Automated Service Email Reminders

Our client asset service email reminders can be customised to ensure you get the message you want across. They can be set for a specific frequency and contact, ensuring your client gets notified of any upcoming services due for their assets.

Asset Photos & Documents 

Have instant visibility of an asset as you can upload as many photos as you need. Any photos captured by a mobile app user when creating an Asset in the field or doing a Service record for an asset will be added into the register automatically. With our PDF document upload you can store as many documents against an asset as you need. Any PDF documents added are then made available to a mobile app user when viewing an Asset in the field or doing a Service record for an asset, therefore ensuring they have everything at their fingertips. 

Asset History

We understand that our customers need to have visibility. Our Asset History, provides a detailed audit log documenting any changes made to a Client Asset during its lifetime. You can filter and search the audit log and can export to Excel for reporting requirements.

Asset Contacts

Streamlining communication against an Asset you can create as many contacts you require. These contacts can then be used for emailing any completed Service Records or Asset Service Reminder Emails. Contacts are then available to a mobile app user when viewing an Asset in the field or doing a Service record for an Asset.

Pre Planned Maintenance Contracts

For any Pre Planned Maintenance Contracts or Agreements you have in place with your clients, you can create a Client Contract for them and associate the client’s assets with that contract. You can create multiple contracts for a client and you can also have a client’s assets associated with multiple contracts.

Assets associated with a contract and that have Service Records completed will then appear in PPM Contracts allowing for extensive reporting options ensuring you can give visibility to your client of what is completed under that contract.

Mobile Asset Surveys & Service Records

Do you need to create a register of assets whilst out at a client’s location? The Klipboard mobile app provides the ability to access asset surveys in order to quickly record details of assets at that location. This is helpful when tendering or taking on maintenance work for a client as your field worker can quickly record details of each item including any serial numbers, manufacturers, product codes, equipment details as well as a range of other useful details during a survey. Once the field worker has finished, the captured asset data will be synced back and stored against the chosen client’s asset register on the web dashboard.

Field workers can also complete any Service Records for Tasks that have been scheduled to them and that require those Services Records to be completed in accordance with an Asset’s PPM schedule. The field worker is notified of any Service Records to complete as a notification will appear on the menu when they open the Task on the mobile app. This gives the field worker complete visibility of what needs completed along with access to any photos, history, documents and contacts for the client’s assets.