This feature is available for users who have enabled Workforce HR.
What's covered in this guide?
What is Asset Management?
In Workforce, the Asset Management feature allows you to store important information about any equipment, tools, and more in your account. This information can include:
Purchase date and details
Brand, model, and serial numbers
Warranties
Repair records
Maintenance records
Contracts or leases
Insurance documents and any other files
Staff can also record when they check in and check out equipment via the mobile app, ensuring you always know where your assets are. Use the detailed history to drive accountability, and share when assets are unavailable with the broader team.
How can I access Asset Management?
This feature is available as part of the Operations add-on.
Once enabled, you can find Asset Management under the Operations tab in your account.
What details can I store against an asset?
Each asset can have the following information stored:
Relevant location and team
Category (e.g. vehicles, computer equipment)
Asset name and ID
Purchase date
Purchase cost
Vendor
Brand
Model
Serial number
Warranty record
Repair record and status
Maintenance record and status
Contracts or leases
Insurance policies
Any additional files
When checking assets in and out, staff can also add comments, such as how much petrol is left in the company car, or any damage left to equipment.
When should I use Asset Management?
Any business can use Asset Management to store important information and keep track of where assets are. Common use cases include:
Loaning company vehicles to delivery drivers
Distributing access cards and collecting at the end of employment
Scheduling annual repairs and maintenance to equipment
Storing location or machinery leases
Attaching manuals and instructions for easy access
Reminders to revoke access to IT systems when offboarding staff
Start using asset management
Once the Operations add-on has been enabled, start using Asset Management. Check out the guides below to get started:
FAQs
FAQs