What are customer assets in Field Service?

A customer asset is a record of a specific piece of equipment at a customer’s premises: the pump in the basement, the elevator in Building B, or the cooling system with a serial number. Work orders can be linked to it.

What it provides

Service history per unit rather than per customer. The technician can see what was done to this pump last time, not just that the customer has had a service visit. That is the difference between starting over and picking up where you left off.

It enables preventive maintenance

Without registered assets, you cannot automatically generate work orders for periodic servicing. With them, the system can schedule annual inspections of all equipment due for service—which often provides a business boost, not just greater efficiency.

Start where it matters most

Registering all equipment for every customer is a major undertaking. Start with equipment covered by a service agreement or warranty. That’s where the benefits are greatest and the data is most readily available.