Asset management can mean a lot of different things to different businesses. However, if you are looking for a way to understand the equipment that you use, hire out, build or maintain, then there are a few features to keep an eye out for.
Ease of use is critical for continued, accurate use of asset management records. If the tools you are using make it hard or frustrating to stay up-to-date, your team is more likely to start cutting corners. The less accurate the information, the less useful the system becomes and the less likely it will be used at all.
But, if the software or tools are easy to use, then they can become a critical part of your business processes. For example, when a customer pulls up in their truck that you’re servicing, your team can quickly look up the Rego and see all the work previously done. It takes a couple of seconds and means a much smoother and easier conversation with the customer.
You should look out for tools that make things easier, are quick to access and have great search tools.
An asset management tool needs to stay up-to-date in order to be useful. One of the easiest ways to keep records accurate is to link your asset management to your other operations. That way, records can be updated organically as you work.
For example, WorkGuru keeps your job management, CRM, asset management and stock in one place. Because of this, WorkGuru is able to help you keep every record telling the same story. New projects that are done can be linked to an asset and the records will automatically stay updated in the background.
Part of understanding your assets is knowing their history. Getting a quick snapshot of what work has happened on the asset can help your team get started on a new project faster and uncover opportunities for more work. You might see that the asset had maintenance done six months ago and may be due to another service.
These records can also help you understand how work was done in the past and keep a record of how assets looked. With good asset management software, you can see who completed past work and keep pictures and records of how the asset looked previously.
WorkGuru shows your past projects, invoices, materials used and timesheets. It links to the full record so you can get an overview or a complete picture. It also shows recurring and outstanding projects to see what’s ahead. Learn more on our support website.
Every business is unique and your needs will be unique too. The assets you need to track, how you need to track them, and the information you need to keep will differ wildly from other businesses, even in your same industry. So, the tools that you need to track your assets will need to be unique too.
Having tools that you can customise to meet your business needs can be hugely important. This doesn’t need to be an expensive custom build, it just needs to have enough flexibility to make sense to your workflow.
For example, WorkGuru is flexible around your workflow. You can add an asset to a project you’re building, or start a new project from your asset record. You can add custom fields to record extra information you might need, and make those fields mandatory. You can even search your custom records to find the assets.
Get in touch with WorkGuru.io for project management and asset management tools.