Estate and Asset Management Module

What the module does

• Create an “Estate” that links multiple facilities or projects, enabling asset transfers between them and unified asset management across the entire estate.
• Inspect and log the condition of existing equipment to determine whether it can be reused in a new project, and document de-installation for future re-installation.
• Equipment identified as transferable to another facility can be factored into project planning, ensuring the design accounts for all products while procurement focuses only on new items.
• Manage all assets across every facility in an estate — including item history, current status, service start date, warranty validity, estimated useful life, preventative maintenance schedules, and depreciation values.
• Track non-asset details, too, such as consumables and disposables per piece of equipment per space, to support operational planning and reordering.
• Assign asset numbers after testing and commissioning, and issue barcodes or QR codes.
• Generate a summary report of items turned over to the client, including asset numbers and installation and warranty start dates — by estate, project, department, room, or item, exportable to Excel.
• Initiate a Material Return Request when an asset needs to be returned to a supplier for repair or credit, automatically removing it from the estate.