Assets

The units you look after at customers’ sites, and the jobs that worked on them.

• The asset registerKeep every unit you look after at your customers' sites, with its details, manuals and the jobs that worked on it.
• Link assets to a job and record the workChoose the units a job works on, say what was done to each, and keep the last service date up to date.
• Asset types, their fields and the model librarySet up the kinds of unit you look after, the details each keeps, and the models with their manuals.
• Add several assets at onceAdd a floor of extinguishers or a row of exit signs in one go, each numbered with its own label.
• Import assets from a spreadsheetBring in a register of units from a CSV file, matched to your customers' sites and your asset types, and checked before anything is saved.
• Change many assets at onceChoose units on the Assets list and move them, change their site or type, or mark them removed together.
• Add an asset from a nameplate photoPhotograph a unit's nameplates and let the AI fill in the make, model, serials and details for you to check.
• Models and manualsKeep each make and model once, with its manuals and notes, and have them show on every unit of that model.
• An asset's historyEvery job that worked on a unit, newest first, with what was done, who did it, the parts and the photos.
• Remove or replace an assetMark a unit removed, or record the unit that replaced it, keeping the old one's history.
• Find an assetSearch by serial, make, model, customer or address, and filter by type, status and warranty.
• Assets if you change planWhat happens to your asset register when you move to Base or Connected, and back.
• Service plansSet how often you service each kind of unit, by your own levels, and see when each unit is next due.
• The due listThe units due on your service plans, overdue first, by month and by site.
• A repeating job with the site's unitsEach visit of a site's repeating job lists the units due that month, at the level due.
• Pass, fail or not testedGive each unit on a job a result at the level due, fill in its result fields, and pass the rest at once.
• DefectsA fail raises a defect. Quote the defects, let the customer accept online, and close them from the job that fixes them.
• Unit labels and scanningPrint QR labels for your units, scan one on the phone to open it on the job, and see what anyone else sees when they scan it.
• Site reportsMake a PDF of the work you did at a site, for its last visit or between two dates, and email it to the customer.
• What customers see in the portalShow customers the units at their sites, the defects still to fix and their site reports, and let them ask for service on a unit.
• Service agreementsSet up an agreement with a customer for their sites and units, bill it through a recurring invoice, and renew it each term with the rise you choose.
• Site plansPut a plan of each floor or area of a site into Crewzy and place its units on it, so the crew can find each one and see what it needs.