Operations

Asset & equipment management

Record each asset with its type, serial number, location, owner, purchase date and warranty end, and move it through In stock, In use, In repair and Retired. Log every service, inspection and repair against the asset with the date, who did it, cost notes and the certificate or invoice. AI drafts a suggested maintenance plan when an asset is added.

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Record types

What you capture in Asset & equipment management, as it looks when you create a record.

New asset

Workflows

Track your records through the following different statuses.

Asset flowAsset

  1. In stock
  2. In use
  3. In repair
  4. Retired
  5. Disposed

Service flowService record

  1. Scheduled
  2. Booked
  3. Done
  4. Cancelled

See it in action

The views that come with Asset & equipment management, ready from day one.

Asset

In stock2

ASSET-1

Record Name

Alex Morgan
Label

ASSET-6

Record Name

Sam Patel

In use2

ASSET-2

Record Name

LabelLabel

ASSET-7

Record Name

Jo Rivera
Label

In repair2

ASSET-3

Record Name

Jo Rivera

ASSET-8

Record Name

LabelLabel

Retired2

ASSET-4

Record Name

Taylor Kim
LabelLabel

ASSET-9

Record Name

Alex Morgan

Disposed2

ASSET-5

Record Name

Label

ASSET-10

Record Name

Sam Patel
LabelLabel

Illustrative sample data.

Ask it in plain English

Work with Asset & equipment management from Claude, ChatGPT or OnFlow's built-in chat. Try prompts like these.

Claudevia OnFlow MCP

 

Reports

  • Assets by type
  • Assets by status
  • Services by type

Automations included

AI asset maintenance plan

Writes a short markdown first-draft maintenance plan into maintenance-plan when an asset is created. Skips the AI call if the plan already has content. Does not change the status or create records.

only if Detailsmaintenance plan is emptyonly if the previous stepreturned somethingTriggerRecord createdAgentAI asset maintenanceplanActionwrite-planAI stepActionsave-planUpdate record

Make Asset & equipment management yours.

Start your free trial — this module is fully customizable from the moment you create it.

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