Assets
Track your organization's equipment, technology, furniture, vehicles, and tools from purchase through disposal - with automatic depreciation calculations, warranty expiration monitoring, and a complete assignment history. Know exactly what you own, where it is, who has it, and what it's worth right now.
Features
- ✓ Automatic straight-line depreciation - enter useful life and salvage value, current book value calculates continuously
- ✓ Warranty monitoring - 90-day advance warnings in amber, expired in red, with one-click acknowledgment
- ✓ Search across name, asset tag, serial number, assigned person, location, make, and model simultaneously
- ✓ Multiple status levels - Active, In Repair, Stored, Disposed, Lost with a toggle to show retired assets
- ✓ Full assignment and location tracking - who has it, where it lives, which department owns it
- ✓ Condition rating - New, Good, Fair, Poor, Salvage for insurance and replacement planning
- ✓ Document and photo storage per asset — drag-and-drop uploads with 12 document types including receipts, warranties, maintenance records, inspection reports, and insurance certificates
- ✓ Summary dashboard — collapsible panel with stat cards, top categories chart, and status breakdown visualization
- ✓ 17 customizable columns — choose exactly which fields appear in your asset list
- ✓ PDF report generation per asset — printable summary for insurance or audits
- ✓ Journal tab — log maintenance, inspections, incidents, transfers, and notes with timestamped entries per asset
- ✓ Full audit trail — every create, edit, and status change is logged with user, timestamp, and details
- ✓ Query by Example (QBE) — build complex multi-field queries to find exactly the assets you need
- ✓ AI chat integration — ask questions about individual assets or your entire filtered list
- ✓ CSV export — download your filtered, sorted asset list with your active column selection
- ✓ Clickable stat cards — click any dashboard stat to instantly filter the list to those assets
What sets it apart
Live depreciation, always current
Set the depreciation method once - the system calculates accumulated depreciation and current book value automatically as time passes. No annual spreadsheet updates.
Warranty watch with acknowledgment
Assets expiring within 90 days get amber warnings; expired ones show red. You can acknowledge and clear alerts without deleting the record - the history is preserved.
Filters persist when you navigate
Your search and filter settings stay active when you click into an asset and come back - you pick up right where you left off without resetting your view.
Cross-validated form logic
The system validates across fields — salvage value can’t exceed purchase cost, warranty expiry can’t precede purchase date, disposed date requires Disposed status. Errors are caught before saving.
Built-in journal & audit trail
Log maintenance events, inspections, incidents, and transfers in the per-asset journal. Every system change is also captured in an automatic audit trail — who changed what, and when.
AI-powered asset analysis
Chat with AI about any individual asset or your entire filtered list. Ask about warranty exposure, depreciation trends, or get summaries — the AI sees your actual data in context.
Interested in this module?
Every module can be customized to match your exact workflow. Let's talk about what you need.
Get in touch →