How to Structure Customer Assets for Field Asset Management

Field service businesses are typically required to install and service customer assets at their clients’ properties. To do this effectively, businesses must track the details of each asset including the type, make, model, location, and service history.

Asset management software can offer field service businesses the tools to do this and ensure up-to-date operational customer asset data is always on hand.

Field asset software comes with varying degrees of sophistication and customisation regarding how customer assets can be managed and structured. Basic solutions will allow the tracking of singular appliances, however, assets often have multiple components and sub-assets. By structuring customer assets in a hierarchy, you can properly reflect these connected sub-assets, whilst maintaining field asset data and history for each individual component. Additionally, sub-assets may even have their own sub-assets too.

Customer assets hierarchy

Configuring an asset hierarchy is relatively simple. The highest level is the ‘Parent’, which is the core asset itself (e.g. a fire alarm). Any sub-assets below that are ‘Child’ assets (e.g. the batteries within the fire alarm). Child assets can subsequently have their own child assets below them in the hierarchy too, accommodating for highly complex customer assets.

Customer assets hierarchy

Structuring customer assets hierarchically provides a more accurate representation of customer assets and their sub-assets, thus making them easier to manage. You will always be able to tell which sub-asset belongs to which asset and view its separate service history.

Commusoft field asset management software is highly customisable, allowing you to structure customer assets in any hierarchy you wish, with unlimited sub-asset levels. Additionally, data fields against assets can be configured to record data in a variety of formats, ensuring all relevant information can be logged against an asset. Assets can be linked to jobs and planned maintenance contracts for full integration into your job management system. To learn more about asset management and Commusoft, take a tour.

Manage customer assets with ease

Commusoft is an all-in-one job management system that offers complex customer asset management tools as well as engineer schedules, certificates, parts and stock management, invoicing and payments, and much more. Start building your asset structures and hierarchy today!

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