EAM / CMMS
Asset Management
Know exactly what you have, where it is, and what it costs to maintain. Organize your assets with intelligent hierarchies that model real-world relationships, track warranties, record meter readings, and maintain full maintenance history. Because it's built natively on Salesforce, your asset data connects directly to work orders, inventory, purchasing, and reporting.
Key Capabilities
Asset Hierarchies
Model complex systems with parent-child relationships. Buildings contain floors, floors contain spaces, equipment contains components.
Multi-Site Tracking
Track assets across every location in your organization with full visibility into what's where and what condition it's in.
Meter Management
Record and track meter readings for usage-based maintenance triggers. Supports multiple meters per asset.
Warranties & Claims
Track warranty terms and recover claims to reduce maintenance costs. See warranty status on the asset before you approve a repair.
Bills of Materials
Link spare parts to equipment so technicians know exactly which parts are needed for each asset.
Document Attachments
Attach drawings, manuals, and files directly to asset records. Accessible from any device, including mobile.
How It Works
Each asset is set up once, then its record fills in every time work is done against it.
Build the Hierarchy
Add your sites, buildings and equipment, with components under the assets they belong to. Every asset sits at a location, so you always know what's where.
Add Meters and Warranties
Set up the meters you read for usage-based maintenance and record warranty terms, so expiring coverage and claims don't slip by.
Link Parts and Documents
Attach the bill of materials, manuals and drawings. Technicians see the right parts and instructions for each asset from any device.
Track History and Cost
Each work order completed against the asset adds its labor, parts and cost to the asset's history, so you can see what every asset has cost to maintain.
What You Can Track
AssetOptics handles every asset class your organization manages, from buildings to biomedical devices.
Buildings & Facilities
Facilities hierarchy: building, floor, space
Production Equipment
Parent-child relationships with component tracking
Fleet & Vehicles
Meter-based tracking for mileage and hours
Infrastructure
Linear assets, utility systems, distributed networks
IT & Technology
Serialized assets with lifecycle tracking
Medical & Lab Equipment
Compliance-critical assets with calibration records
Who Is This For?
Maintenance Managers
Full visibility into asset condition, maintenance history, and total cost of ownership across every site.
Finance & Accounting
Track warranty recovery and maintenance costs by asset class to inform capital planning decisions.
Compliance Officers
Electronic audit trails, inspection records, and document retention that satisfies FAA, OSHA, EPA, and Joint Commission requirements.
Technicians
Quick access to asset details, maintenance history, bills of materials, and attached manuals from any device.
Good Fit If You...
- Manage buildings, equipment, fleet, or infrastructure
- Track maintenance costs and asset lifecycle data
- Work in a regulated industry that needs compliance records
- Run Salesforce and want maintenance data next to your CRM
- Manage assets across multiple locations
"The program is robust, comprehensive and highly configurable. The vendor support is timely and very helpful. We use it to maintain our rental fleet of generators and over 400 customer owned generators."
Operations Manager
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See Asset Management in Action
Try AssetOptics free with demo data. No commitment required.