[ Asset E... Reviews ](https://www.g2.com/products/siemens-asset-management-software-asset-essentials/reviews) [ Asset E... Reviews ](https://www.g2.com/products/siemens-asset-management-software-asset-essentials/reviews) # Asset Essentials Features ##### ## CMMS Platform Features (31) Work Order Management Corrective and preventative maintenance work orders can be easily created, edited, or cloned within the system. Work orders are able to be prioritized, scheduled, tracked, and reported to align with maintenance workflows. Preventative Maintenance (PM) Preventative maintenance work order scheduling can be automated and triggered based on a series of factors, including date, time, alarms, meter readings, and specified event occurances. Predictive Maintenance (PdM) Monitor enterprise equipment and assets with either built-in data analysis tools or integrated third-party applications to streamline preventative maintenance efforts. Materials Management Organize maintenance, repairs, and operations (MRO) materials within a built-in database, and coordinate materials inventory and purchase requests. Equipment Breakdown Reports Access historical records of equipment performance statistics and generate new reports using equipment data to identify underlying equipment issues. Approval Management Create approval workflows to streamline the approval of work order or material purchase requests. Task Templates Maintain re-usable task templates for preventative and unscheduled work orders. Organize these templates into task libraries that are easily accessible and can be cloned or edited as needed. Compliance Auditing Track maintenance documentation to ensure compliance with Occupational Safety and Health Administration (OSHA) and ISO standards. Manage material safety data sheets (MSDS) and other critical safety instructions within a central repository, and track employee training certifications. Reporting & Dashboards Visualize maintenance data and KPIs using built in dashboards, and create custom reports around equipment, assets, work orders, and more. Task Management Create, manage and track all task activities and progression Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Predictive Maintenance Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms Document Management Store, manage, and track all electronic documents in a centralized location Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Technician Management Oversee technicians and track their assigned work orders Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Calibration Management Schedule the calibration of instrumentation and maintenance requirements Calendar Management Track and manage schedules and meetings via an integrated calendar Inventory Management Track and manage inventory levels to maintain proper supply Key & Lock Management Establish procedures for monitoring locations of keys Safety Management Identify and assess hazards to ensure the well-being of employees, assets, and the environment Job Management Manage and track all job information and associated tasks Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Customizable Reports Alter the layout and content of reports For Mechanical Equipment Specifically for mechanical devices such as vehicles, factory equipment, and tools that include ductwork Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Dispatch Management Manage sending personnel and resources to a site as needed Purchase Order Management Create, send, and track purchase orders and their statuses Contact Management Manage, organize, and store contact information Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Facility Management Platform Features (33) Maintenance Planning Schedule and assign maintenance work orders to engineers or technicians from within the system. Work orders can be prioritized according to a series of predetermined factors in order to streamline operations. Facility Inventory Management Track material, equipment, and inventory usage across facilities. Record historical usage data, supplier information, and estimated replacement costs. Vendor Management Source vendors and contractors through a centralized directory within the system. Submit RFPs / RFQs to vendors, communicate terms, and track and manage vendor performance. Green Building Operations Monitor energy and water usage in buildings, use energy usage data to generate actionable reports, and forecast the performance of "green" initiatives to reduce energy costs, greenhouse gas emissions, and other associated waste. Reporting & Dashboards Visualize facility data and KPIs using built in dashboards, and create custom reports around facility usage statistics. Facility Document Storage Maintain a central online repository for facility documentation, such as lease documents, that is easily accessible by facility management personnel. Mobile Field Access Facilitate maintenance planning and task completion with mobile access to facility management tools. Facility Asset Management Manage and track high-value assets including office equipment, furniture & more Task Management Create, manage and track all task activities and progression Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Service Request Management Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Parts Management Track parts inventory levels and manage re-stocking Visitor Management Allow organizations to streamline the check-in process for visitors. Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Workflow Management Create, design and manage workflows for repetitive tasks Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Work Order Management Creating, assign, and track jobs and/or tasks for work orders Equipment Management Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Space Management Manage occupancy and space utilization in facilities and buildings Incident Management Manage and track all disruptions and incidents Contract/License Management Track, store, and access client contracts or licenses Maintenance Management Manage, maintain and track the performance of assets and equipment Materials Management Process of planning, procuring and controlling material flows along with supplier evaluation and shipping Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Document Management Store, manage, and track all electronic documents in a centralized location Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Historical Reporting Information, data and reports that are being tracked over time Calendar Management Track and manage schedules and meetings via an integrated calendar Show More ##### ## Asset Definition (12) Asset Register - Asset Tracking Create a list of all the assets owed by a company. Relationships - Asset Tracking Define relationships between various types of assets. Costs - Asset Tracking Identify the value of each asset and keep it up to date. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Asset Register Create a list of all the assets owed by a company. Relationships Define relationships between various types of assets. Costs Identify the value of each asset and keep it up to date. Types Define and manage linear assets, facilities, and fixed assets Asset Register Define infrastructure assets and associated assets such as gates or footpaths Asset Types Manage different types of infrastrucrue assets such as linear assets and public spaces Technical Specifications Provide documentation on the technical specification of instrastructure assets and their components Geolocation Track the geographical location of each infrastructur asset and its components Show More ##### ## Asset Tracking (18) Location - Asset Tracking Track asset locations using GIS and GPS technology. Status - Asset Tracking Monitor the status of multiple types of assets. History - Asset Tracking Maintain a history of adjustments made to assets. Funding Source Tracking Track the origins of funds to uphold compliance with grant requirements for use/disposal and to ensure future funding. Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items IT Asset Tracking Monitor the movement of one or more IT assets throughout the organization Returns Tracking See what items have been returned Equipment Tracking Track the location of specific equipment at all times Check-in/Check-out Track the status of assets and whether they're checked in or out Delivery Tracking Track item deliveries through dispatch notifications, status and location tracking, and ETA updates Mobile Time Tracking Track the time and location worked by employees via mobile device Fuel Tracking Monitor and track fuel consumption and costs Vehicle Tracking Real-time vehicle tracking for monitoring location, route, speed, etc. Location Track asset locations using GIS and GPS technology. Status Monitor the status of multiple types of assets. History Maintain a history of adjustments made to assets. Multi-Location Manage and support multiple locations KPI Monitoring Tracking the status of previously identified performance measurements Show More ##### ## Inventory (3) Locations Track inventory of assets accross multiple locations. Spare Parts Manage the inventory of spare parts needed for maintenance. Valuation Calculate the value of the inventory of assets and spare parts. Show More ##### ## Depreciation (2) Asset Value Calculate the value of assets at each stage of their lifecycle. Decomissioning Track the costs of retiring assets when they become obsolete. Show More ##### ## Maintenance (10) Inspections Plan inspections to monitor the status or equipment and fixed assets. Planning Schedule maintenance activities based on asset type, usage, and warranties. Predictive Provide features for predictice maintenance operations. Corrective Allows users to perform corrective maintenance activities. Unplanned Ability to manage unplanned maintenance tasks. Optimization Identify opportunities to optimize asset use and maintenance operations. Work Orders Generate work orders based on service requests and personnel availability Preventive Include predictive maintenance features such as condition based monitoring Inspections Schedule and track paperless field inspections using GIS to reduce idle times Asset Portfolio Manage portfolios of similar infrastructure assets such as roads and bridges Show More ##### ## Field Service (13) Planning Assign human and material resources to maintance tasks. Tracking Monitor field activities such as installation, maintenance, or callibration. Client Communications Allows field workers and their supervisors to communicate with customers. Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Location Tracking Identify the physical location of an individual, asset, device, etc. Status Tracking Track the status over time for a request, process, asset, or transaction Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Asset Planning Manage, prioritize and plan for capital expenses IT Asset Tracking Monitor the movement of one or more IT assets throughout the organization Activity Tracking Track and document all activities across devices, networks, and other systems Warranty Tracking Track the duration and expiration of warranty as well as any obligations under that warranty Equipment Tracking Track the location of specific equipment at all times Show More ##### ## Monitoring (2) Use Monitor asset use across multiple locations and keep history. Risk Identify various types of risks such as non-compliance or safety violations. Show More ##### ## Analytics (5) Dashboards Deliver dashboards that display KPIs and live data. Performance Analyze performance for individual assets, by category or location. Forecasting Predict future trends and risks that may impact asset performance. Infrastructure KPIs Track key performance indicators such as downtime or mean time between failures Cost Analysis Provide insights related to estimated and actual maintenance costs Show More ##### ## Integration (4) ERP Provide integration with ERP systems CAD & PLM Provide integration with CAD and PLM software Accounting Provide integration with accounting solutions Asset Accounting Manage adding fixed assets to proposed budgets Show More ##### ## Condition Monitoring (9) Predictive Inspection Perform inspections and testing while the equipment is in service Monitoring Gather data about equipments and their environmental characteristics such as temperature or humidity. Condition-Based Maintenance Define and implement maintenance schdules based on real ime data and precitive analysis. Asset Types Monitor cvarious type of assets such as equipment, facilities, or networks IoT Monitoring Use IoT to monitor assets accross multiple locations and work centers Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Predictive Maintenance Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements Show More ##### ## Detection & Identification (3) Failure Detection Perform diagnostics and compare with historical failure data Source Identification Allow users to find the sources of failure patterns and anomalies. Proactive Alerts Notify users when there is a risk of failure or malfunction Show More ##### ## Analysis & Insights (2) Root Cause Identify the root cause of equipment failures Systemic Risks Identify risks that may impact asset performance accross multiple locations. Show More ##### ## Optimization (2) Compliance Ensure compliance with laws and standards for safety and environmental protection Modelling Create configurable scenarios for asset maintenance, valuation, and depreciation Show More ##### ## Agentic AI - Asset Tracking (1) Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Predictive Maintenance (1) Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Infrastructure Asset Management (1) Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Facility Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Enterprise Asset Management (EAM) (2) Cross-system Integration Works across multiple software systems or databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Additional Functionality (210) Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Audit Trail A record of all activities within the system, including user access, changes made, etc. Scheduling Plan availability and assign specific time slots for tasks and resources Billing & Invoicing Create, manage, and send invoices or bills to customers Facility Scheduling Schedule facilities, such as athletic fields, venues, and convention centers based on their availability Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Mobile Access Access software remotely via mobile devices Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Generative AI Use AI to generate content in the form of text, images, videos, etc. Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Real-Time Data Receive data and information in real time Task Scheduling Track and manage the scheduling of tasks API Application programming interface that allows for integration with other systems/databases Barcoding/RFID Identify and track items using barcode tags or RFID (radio-frequency identification) tags Service History Track work performed and resources used for past customers, sites, or assets Equipment Tracking Track the location of specific equipment at all times Third-Party Integrations Set up connections to third-party platforms to improve business processes Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Document Storage Store and organize documents in a centralized system Multi-Location Manage and support multiple locations GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Reminders Timed notification for any upcoming task, deadline, appointment, or activity Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Customizable Forms Customize contracts and forms to collect specific information Customizable Fields Customize data fields to support various needs and use cases Warranty Tracking Track the duration and expiration of warranty as well as any obligations under that warranty Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Activity Tracking Track and document all activities across devices, networks, and other systems Access Controls/Permissions Define levels of authorization for access to specific files or systems Data Import/Export Import and export data to and from software applications Inventory Control Monitor product stock levels Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Budgeting/Forecasting Create budgets based on historical data and future projections AI Summarization Uses AI to condense large amounts of text, audio, or video data into a coherent form Chatbot AI-based platform which conducts a conversation via auditory or textual methods Resource Allocation Assign available resources to various projects and tasks Downtime Tracking Track unplanned equipment or network failures Workflow Management Create, design and manage workflows for repetitive tasks Task Scheduling Track and manage the scheduling of tasks AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Predictive Maintenance Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms Facility Management Manage the maintenance of building facilities Historical Reporting Information, data and reports that are being tracked over time Equipment Management Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed IT Asset Management Managing inventories and tracking changes to hardware and software configurations Mobile Access Access software remotely via mobile devices Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Work Order Management Creating, assign, and track jobs and/or tasks for work orders Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Software License Management Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Purchase Order Management Create, send, and track purchase orders and their statuses Document Management Store, manage, and track all electronic documents in a centralized location Asset Categorization Organize assets into folders and subfolders or tag assets based on a custom file hierarchy Maintenance Management Manage, maintain and track the performance of assets and equipment Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Generative AI Use AI to generate content in the form of text, images, videos, etc. Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws IoT Device Management Organize, monitor, and remotely manage IoT devices Energy Management Track energy consumption and/or manage energy-saving measures. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Parts Management Track parts inventory levels and manage re-stocking Utilization Reporting Track the frequency of asset usage Inventory Management Track and manage inventory levels to maintain proper supply Real-Time Data Receive data and information in real time Data Import/Export Import and export data to and from software applications Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Depreciation Management Track and manage the decline in value of assets and plan for improvements Contract/License Management Track, store, and access client contracts or licenses Task Management Create, manage and track all task activities and progression Audit Trail A record of all activities within the system, including user access, changes made, etc. Customizable Reports Alter the layout and content of reports Disposal Management Plan when and how to dispose of outdated or decommissioned assets Customizable Fields Customize data fields to support various needs and use cases Barcoding/RFID Identify and track items using barcode tags or RFID (radio-frequency identification) tags Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Customizable Forms Customize contracts and forms to collect specific information Checklists An itemized to do list that can be edited as tasks are completed Real-Time Data Receive data and information in real time Activity Tracking Track and document all activities across devices, networks, and other systems Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Facility Scheduling Schedule facilities, such as athletic fields, venues, and convention centers based on their availability Status Tracking Track the status over time for a request, process, asset, or transaction API Application programming interface that allows for integration with other systems/databases Generative AI Use AI to generate content in the form of text, images, videos, etc. Inventory Control Monitor product stock levels AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests For Schools Designed to be used by kindergarten, primary, middle, and senior secondary schools. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Multi-Location Manage and support multiple locations Access Controls/Permissions Define levels of authorization for access to specific files or systems Customizable Reports Alter the layout and content of reports Commercial Properties Designed to serve commercial properties Residential Properties For residential properties Data Import/Export Import and export data to and from software applications Audit Trail A record of all activities within the system, including user access, changes made, etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes Corrective and Preventive Actions (CAPA) Investigate and take action at root cause or error in processes to prevent recurring issues Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Billing & Invoicing Create, manage, and send invoices or bills to customers Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Work Order Management Creating, assign, and track jobs and/or tasks for work orders AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Third-Party Integrations Set up connections to third-party platforms to improve business processes Reminders Timed notification for any upcoming task, deadline, appointment, or activity Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Document Management Store, manage, and track all electronic documents in a centralized location Inventory Management Track and manage inventory levels to maintain proper supply Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Asset Assignment Assign assets to users, job sites, and vehicles to ensure accountability Asset Kitting Bundle equipment together to rapidly perform actions across multiple assets Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Barcoding/RFID Identify and track items using barcode tags or RFID (radio-frequency identification) tags Mobile Access Access software remotely via mobile devices Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Shipping Management Manage and track orders being shipped to customers Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit QR Codes Matrix barcode that stores information Reservations Management Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event Maintenance Management Manage, maintain and track the performance of assets and equipment Customizable Fields Customize data fields to support various needs and use cases Billing & Provisioning Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Reports Alter the layout and content of reports GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Software License Management Audit Trail A record of all activities within the system, including user access, changes made, etc. Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Historical Reporting Information, data and reports that are being tracked over time Contract/License Management Track, store, and access client contracts or licenses Customizable Forms Customize contracts and forms to collect specific information Purchase Order Management Create, send, and track purchase orders and their statuses Data Import/Export Import and export data to and from software applications Disposal Management Plan when and how to dispose of outdated or decommissioned assets Generative AI Use AI to generate content in the form of text, images, videos, etc. Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Complaint Monitoring Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Calendar Management Track and manage schedules and meetings via an integrated calendar API Application programming interface that allows for integration with other systems/databases Workflow Management Create, design and manage workflows for repetitive tasks Depreciation Management Track and manage the decline in value of assets and plan for improvements Dispatch Management Manage sending personnel and resources to a site as needed Territory Management Organize customer data and accounts by user or geography Routing Plan daily routes to optimize employee scheduling and provide directions Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Order Management Manage and track customer orders for goods, investments, or any other purchases Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Geolocation Determines the location of a device using GPS or an IP address Driver Management Track all personnel who operate company vehicles Scheduling Plan availability and assign specific time slots for tasks and resources Real-Time Updates Receive system updates as soon as any changes are made Real-Time Monitoring Active monitoring of systems, applications, or networks Geofencing Virtual perimeter for a real-world geographic area Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Transportation Management Organize and track the physical movement of goods from one location to another GIS Integration Integration with geographic information systems Geographic Maps Visualize locations on a map Real-Time Reporting Active reporting of data and metrics Employee Management Track employee schedules, availability, and performance across projects and tasks AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Work Order Management Creating, assign, and track jobs and/or tasks for work orders Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Contract/License Management Track, store, and access client contracts or licenses Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Task Scheduling Track and manage the scheduling of tasks Mobile Access Access software remotely via mobile devices Generative AI Use AI to generate content in the form of text, images, videos, etc. Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Customizable Fields Customize data fields to support various needs and use cases Scheduling Plan availability and assign specific time slots for tasks and resources Customizable Forms Customize contracts and forms to collect specific information Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Audit Trail A record of all activities within the system, including user access, changes made, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Data Import/Export Import and export data to and from software applications Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Reminders Timed notification for any upcoming task, deadline, appointment, or activity Calendar Management Track and manage schedules and meetings via an integrated calendar API Application programming interface that allows for integration with other systems/databases Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Purchase Order Management Create, send, and track purchase orders and their statuses Job Management Manage and track all job information and associated tasks Document Management Store, manage, and track all electronic documents in a centralized location Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Inventory Management Track and manage inventory levels to maintain proper supply Workflow Management Create, design and manage workflows for repetitive tasks Multi-Location Manage and support multiple locations Third-Party Integrations Set up connections to third-party platforms to improve business processes Equipment Tracking Track the location of specific equipment at all times Customizable Reports Alter the layout and content of reports Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Task Management Create, manage and track all task activities and progression Activity Dashboard Dashboard to view the status 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[View Glossary](/glossary) [Maintenance Planning](/glossary/maintenance-planning-definition) Maintenance planning is the process used to identify and resolve maintenance problems. Learn more about maintenance planning, the best practices to follow, and how businesses can develop an effective maintenance plan. [Work Order Management](/glossary/work-order-management-definition) Work order management is the process of creating, implementing, and tracking work in industries such as manufacturing, retail, utilities, or construction. [Move Management](/glossary/move-management-definition) Move management or relocation management is the process of moving an employee to a new location within the organization or to a different geographic location. Learn more about move management, the best practices, and how HR teams can optimize their existing relocation processes with relocation management software. [Materials Management](/glossary/materials-management-definition) Materials management plays a valuable role in a company’s supply chain management process. Learn more about materials management, how it can benefit production flow, and how to implement it in an inventory structure. 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