Asset Management & Tracking


Maximise usage, value & lifespan of your assets

Still using spreadsheets to record asset data? If so, then you are probably finding the limitations pretty frustrating along with a feeling that there has to be a better way.

The good news is that there is a better way. A simple but highly flexible and effective way to manage & track your assets and which is fully integrated with Job Management and Mobile forms.

Using the pro-Forms® app in the field allows you to capture & update asset data in real-time for sharing with office staff across your business.

Manage & track assets by app & desktop
Access & update your assets from anywhere
UK hosted asset management & tracking

Manage any type of asset

From forklifts to airconditioning and buildings. We have it covered.

Keep field & office data in sync

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Automatic synchronisation of data between field & office staff.

Manage & track locations

See a full audit trail of asset locations & current condition.

Schedule & raise jobs

Keep assets compliant and in-use through planned maintenance & never miss a service interval again.

Secure UK hosting

Enjoy peace of mind with full GDPR compliance and UK hosting & support.

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Scan barcodes

Scan a whole range of barcode types directly from the mobile app.

  •  Integration with OneDrive, Dropbox, Google Drive, Sharepoint, Power BI, Salesforce & Sage50
  •  Create any type of asset by adding custom fields to standard system fields.
  •  Use field groupings to place fields together onscreen based on purpose or activity.
  •  Create and save views to quickly locate assets with common themes e.g. forklifts by fuel type or reach.
  •  Define access permissions for who can view or View & edit asset data.
  •  Add customers, customer sites and asset locations within sites.
  •  Sites can be identified by longitude/ latitude, Eastings/ Northings and Post Codes.
  •  Customer sites are mapped and searchable with related assets shown.
  •  Define custom calculations based on dates and other numeric fields e.g. number of days to next service interval.
  •  Format fields and lists for visual assistance e.g. traffic light colours on countdown to expiry dates.
  •  Add & scan barcodes to assets for field staff to quickly retrieve asset data to mobile app.
  •  Compatible barcode types include : UPC-A / UPC-E / EAN-8 / EAN-13 Code 39, 93 & 128 / Codebar / ITF, QR / Data Matrix / Aztec (beta) / PDF 417 (beta) / MaxiCode / RSS-14 / RSS-Expanded.
  •  Use 'Check-in' and 'Check-out' to track the movement of assets and their condition between various locations.
  •  Keep a full asset audit and history trail of all updates and changes.
  •  Assign different mobile & online forms to asset types that need completing as part of jobs e.g. asset condition survey at asset delivery/ collection.
  •  Plan & schedule jobs against assets at defined intervals e.g. 6 / 12 monthly servicing.
Maximise the benefits of your assets

Our Asset Management module is simple yet flexible enough to meet your needs throughout the asset life cycle - from installation and commissioning to service and maintenance, performance monitoring and end-of-life.

Availability & lifespan

Minimise asset downtime, schedule regular maintenance & prolong useful lifespans.

Control costs & expenditure

Use Planned Preventative Maintenance & exception reporting to keep budgets under control.

Efficient auditing

Identify and track asset locations for accounting requirements & to maximise operational efficiencies.

Reduce loss & theft

Use 'check-out' & 'check-in' to record when assets are off-site and due for return to minimise loss & theft.

Compliance & reporting

Ensure your legal & compliance responsibilities are met through comprehensive reporting and planning.

Improved communication

Remove uncertainty & ambiguity between office and field staff through up to date asset records.

Typical Asset module users
  • • Forklift truck maintenance
  • • Construction supply chain
  • • Educational
  • • Airconditioning
  • • Property maintenance
  • • Manufacturing

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