Fixed Equipment Management module for Perfex CRM

Brief description

Fixed Equipment Management Module helps in the management of the assets, improves efficiency and help in financial arrangements of by avoiding unnecessary equipment purchases. This module provides important details such as check-in and checks outs, a location of the assets, depreciation, audit, maintenance schedule, date of return of the assets among other details.
This module is automated helps an organization to improve on planning. Furthermore, this module assist with the most unexpected repairs and other issues with the property. It reduces labor cost by automating the calculation of assets depreciation which may be costly when done manually.

Introduction to the Fixed Equipment Management Module

The Fixed Equipment Management Module is an add-on feature for Perfex CRM, a popular customer relationship management software. This module provides businesses with a comprehensive toolset to manage their fixed equipment assets. The module offers various features that allow businesses to keep track of their assets and ensure that they are in good condition.

Features of the Fixed Equipment Management Module

The Fixed Equipment Management Module comes with a host of features designed to simplify asset management. Some of these features include:

Asset Tracking

With the asset tracking feature, businesses can keep track of their assets and monitor their status. This feature enables businesses to view the asset’s location, status, and maintenance history, making it easier to identify potential issues before they become major problems.

Maintenance Scheduling

The module’s maintenance scheduling feature allows businesses to schedule maintenance tasks for their fixed equipment. The feature ensures that equipment maintenance is carried out regularly, reducing the risk of downtime and equipment failure.

Asset Auditing

The Fixed Equipment Management Module also offers an asset auditing feature. This feature enables businesses to conduct audits of their fixed equipment assets to ensure that they are in good condition and comply with relevant regulations.

Reporting and Analytics

The module’s reporting and analytics feature provides businesses with detailed reports on their fixed equipment assets. The reports help businesses identify potential issues and track asset performance over time.

Benefits of the Fixed Equipment Management Module

The Fixed Equipment Management Module offers several benefits to businesses. Some of these benefits include:

Improved Asset Management

The module streamlines the asset management process, making it easier for businesses to track their assets and ensure that they are in good condition.

Reduced Downtime

The module’s maintenance scheduling feature reduces the risk of equipment failure and downtime by ensuring that equipment maintenance is carried out regularly.

Regulatory Compliance

The module’s asset auditing feature helps businesses ensure that their fixed equipment assets comply with relevant regulations, reducing the risk of fines and penalties.

Improved Decision Making

The module’s reporting and analytics feature provides businesses with detailed reports on their fixed equipment assets, enabling them to make informed decisions about asset management.

Conclusion

Effective asset management is crucial for any organization’s success. The Fixed Equipment Management Module for Perfex CRM offers businesses a comprehensive toolset to manage their fixed equipment assets efficiently. By streamlining the asset management process and providing businesses with detailed reports and analytics, the module can help businesses make informed decisions about asset management and improve their overall productivity.

Module Features

 

1. Dashboard: Assets Overview, Asset by status, Asset categories,…
2. Asset Management
3. Licenses Management
4. Accessories Management
5. Consumables Management
6. Components Management
7. Check In/Check Out
8. Sign Management
9. Export PDF for Check In/ Check Out
10. Bulk Upload
11. Predefined Kits Management
12. Request Management
13. Maintenances Management
14. Audit Management
15. QRCode scanning from the camera when auditing
16. Depreciations
17. Location Management
18. Reports
19. Settings:
    • General Settings
    • Depreciations Management
    • Suppliers Management
    • Manufacturers Management
    • Categories Management
    • Models Management
    • Status Labels Management
    • Approval Process Management
    • Custom Field Management
    • Approval Process Management
    • Permission Management
20. My Equipments: This feature integrates with the HR Records module
21. Integration:
    • HR Records for Perfex CRM

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2022-04-19

    Initial version

Version 1.0.1 / 2022-05-17

    Update the audit feature.
    Add the permission management feature.
    Add the feature to approve/sign check-in/check-out documents.
    Add the bulk upload feature for assets, licenses, accessories, consumables, and components.
    Add the management of approval processes.
    Add the QRCode scanning feature from the camera when auditing assets.
    Export PDF & sign for check-in/check-out tickets.

Version 1.0.2 / 2022-05-20

    Upgrade the audit feature.
    Integrate the audit with maintenance.

Version 1.0.3 / 2022-05-25

    Fix minor bugs

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