How to track tools, machinery and assets

Updated recently

Who can use this?
Platform
Web
Plan
All plans
Permissions
Inventory

Topic

Asset tracking covers the gear you own — tools, vehicles and machinery. You can check items in and out, schedule maintenance, and charge metered machinery time to jobs.

Instructions

  1. 1
    Go to Inventory → Asset Tracking.

    You'll see your assets and their current status — available, out or due service.

  2. 2
    Add an asset.

    Record what it is and, for machinery, how it's metered (for example per hour).

  3. 3
    Check assets in and out.

    Track who has a tool or vehicle and when it's due back.

  4. 4
    Record machinery use on a job.

    Log metered hours against the job so they can be billed and counted toward utilisation.

Additional Information

Assets due for maintenance are flagged on the dashboard so servicing doesn't get missed.

Machinery utilisation analytics show how hard each asset is working and what it's earning.

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