ENTERPRISE ASSET MANAGER

Manage & Track assets from acquistion to disposal

ENTERPRISE ASSET MANAGER - fully integrated Asset Management & Tracking

ENTERPRISE ASSET MANAGER - manage your portable tools, plant & equipment and virtually any other type of asset with ease. The Plan adds powerful asset management to the job management features of WORK MANAGER.

Aimed at companies wanting a UK hosted, integrated solution for easily managing their assets and issuing service maintenance jobs to field staff, ENTERPRISE ASSET MANAGER has all the features of higher priced, more complex solutions - so why pay more if you don't have to?

So, in a nutshell, stop wrestling with spreadsheets, paper, text messages and phone calls and make your life easier with an integrated office solution for assets & jobs and an app solution for field staff.

In one solution know what assets are where & who has them, capture dates and times when they are checked in & out from site, monitor their condition and schedule testing & compliance checks.

Wanting a better way to manage assets? Try it risk free and see for yourself.

TRY RISK FREE
Click to download ENTERPRISE ASSET MANAGER PDFInfo Sheet

Manage your portable tools, plant & equipment with ease

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What is included & who uses ENTERPRISE ASSET MANAGEMENT?

Plan features

    All the features of the WORK MANAGER Plan plus :-
  • Powerful asset management.
  • Workflow automation.
  • Self service Customer portal.
  • Integrations & connectors with 3rd party solutions.
  • Unlimited mobile forms.
  • Set-up & configuration (quoted separately).
  • Training & support.
SEE PRICING

Typical users

Typical ENTERPRISE ASSET MANAGER users include:

  • Facilities managers
  • Asset managers
  • Asset owners
  • HVAC installers & maintenance
  • Machinery/ equipment manufacturers
  • Materials handling/ powered access equipment
General service & maintenanceBuilding & constructionMachinery/ equipment manufacturersHVAC & air conditioningOperated hire equipmentFacilities managers powered access equipment

ENTERPRISE ASSET MANAGER
manage your assets & their assigned tasks in one integrated solution and stop all the hassle

Maximise the value and life span of your assets
Asset Management
  • Customisable for any type of asset.
  • Add custom fields to create a bespoke asset system.
  • Raise jobs directly against an asset.
  • Auto update assets from completed job forms.
  • Access & update assets using mobile app.
  • Scan barcodes in the app to retrieve asset data.
  • View full asset history.
  • Asset reports with customisable filters.
  • Check-in / Check-out feature.
  • Add filters & views for different user roles.
  • Map asset locations.
  • Bulk import assets routine.
Powerful asset management
Workflow automations Workflow automations
  • Add Workflow rules against jobs, assets or forms.
  • Set rules to run automatically or manually.
  • Real-time view of actions being performed.
  • Define actions to perform e.g. send email create job & update asset.
  • Chain workflows based on other workflow outcomes.
  • Brand customised emails to be sent out.
  • Attach existing form layouts to outbound workflow emails.
Automated workflow processes
Quotes & Inventory management Integration & connectors
  • Zapier integration to connect to 5,000+ applications.
  • Real-time visual dashboards using our PowerBI connector.
  • Connect your pro-Forms® account securely to Office365.
  • Push & retrieve data to and from accounting systems e.g. Xero
  • Have custom APIs built to your backoffice solutions.
  • Generate invoices in Xero, Quickbooks & SageOne directly from submitted jobs.
  • Push submitted forms to Sharepoint lists.
  • Automatically create folders and file submitted forms in OneDrive, Google Drive and Dropbox.
  • Push data using FTP & SFTP.
  • Retrieve Lookup file data from cloud storage or FTP location.
Integration & connectors
Customer Portal Customer Portal : How-to instructions
  • Switch the Portal on or off for each Customer.
  • Add Portal access accounts for individual Customer contacts.
  • Simple management with password-less access using one-time code per visit.
  • Useful dashboard displaying all current and recent activity.
  • Customers can request new jobs and track progress & outcomes of exisitng ones.
  • Quotes issued to a Customer are visible for review and an option to request quotes for further work.
  • Assets registered against a Customer are visible for review with an option to add new assets for them.
  • Add commonly requested documents e.g. insurance certificates, for Customers to access.
Customer Portal