Effortlessly track asset performance, schedule preventative maintenance, and manage your assets from both the field and office with Optera CRM’s powerful asset management software.
Streamline your project management process by staying on top of every aspect of the job. From task management to scheduling, ensure your team is aligned and that materials are efficiently procured. Track dependencies and exceptions in real-time, all while monitoring your project’s costs and active tasks through a comprehensive project dashboard. This software takes the guesswork out of project management, so you can focus on delivering results.
With Optera CRM Mobile, field technicians can effortlessly scan barcodes and QR codes on assets using their mobile devices, reducing time spent searching. The app provides an intuitive interface to view asset test results and capture additional notes. Utilize the Maintenance Planner add-on for insights into potential failure points and proactive maintenance recommendations. Once testing is complete, field staff can instantly send the job notes to the office with just a few taps.
Stay organized and in control of asset-driven jobs with ease. With the Maintenance Planner add-on, you can automatically assign service levels and set specific testing frequencies for each asset. Keep track of upcoming maintenance tasks and receive alerts when assets are due for service or fail their tests, making it simpler to stay on top of service level agreements (SLAs) and ensure assets are properly maintained.
Simplify invoicing for ongoing maintenance jobs by setting up recurring templates in Optera CRM. Automatically generate and send invoices at specified intervals, including parts and labor details. Need to update rates? Easily make bulk updates to your invoice templates and keep everything accurate. Optera CRM ensures that invoicing becomes a hassle-free process for all recurring jobs.
Speed up your quoting process and stand out from the competition by generating detailed quotes with ease. Add line items for labour, materials, travel, and overhead costs, and send your quotes to customers in just a few clicks. Simplify complex quotes with prebuilt assemblies and speed up approval using online quote acceptance.
Maintain the right inventory for every maintenance task. Import and update vendor catalogues, assign items to jobs or quotes, and track costs over time. Use Optera CRM to compare vendor prices to make informed purchasing decisions.
Streamline task assignment and scheduling for maintenance jobs with Optera CRM. Ensure optimal use of your team, equipment, and resources. Automate reminders and create a seamless scheduling process to boost productivity and enhance operations.
Keep asset maintenance jobs organized and on track, even in the field. With Optera CRM Mobile, your team can easily capture asset test results, log job details, and stay connected to the office. Empower your staff to work efficiently and reduce downtime.
With Optera CRM, streamline your asset maintenance workflow with a powerful mobile solution for invoicing, payments, and reporting. Your team can easily record job details, process payments, and generate comprehensive business reports to keep everything running smoothly and efficiently.
Asset management software automates workflows for asset maintenance tasks, from preventative recurring jobs to condition-based monitoring and one-off call-out jobs. It’s designed to handle it all, making asset management efficient and organized.
The major benefit of an asset management system is its ability to help plan maintenance tasks ahead of time, reducing the risk of surprises. It helps you manage recurring jobs, stay on top of equipment condition, and be prepared for any maintenance emergencies that may arise.
Setting up an asset management system is easy with Optera CRM. Just reach out, and we’ll discuss how our system fits your business. We'll assist with implementation and provide training to ensure your team is up to speed. Check out our detailed training and implementation process for more information.
Yes, we do! Our mobile app, Optera CRM Mobile, integrates perfectly with all of our Optera CRM features, taking your asset maintenance processes to the next level. You can even use barcodes to test assets directly in the field. It's simple and efficient! Learn more about Optera CRM Mobile.
Take control of your asset maintenance processes with ease. Get started with Optera CRM and streamline your operations for better efficiency, faster service, and improved asset performance. Contact us now for a demo!
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