Assets Management module for Perfex CRM – Organize company and client assets

Description

Assets Management Module for Perfex CRM – Organize Company & Client Assets

Introducing the Assets Management Module for **Perfex CRM**, a robust extension designed to handle physical and digital assets—equipment, hardware, software licenses, documents, and more—across your company and clients. Track asset ownership, lifecycle status, maintenance schedules, assignments, depreciation, and audits from within your CRM environment. Comes under a GPL license with lifetime free updates and limited email support through wpshop.net.

📂 Feature Highlights

• 🏢 Asset Catalog & Types: Create categories (IT, furniture, vehicles, software) and define custom properties (serial number, purchase date, warranty, etc.).
• 👥 Assignment & Ownership: Assign assets to company departments, employees, or client accounts; track current holder and history.
• 🔄 Status & Lifecycle: Track statuses like “In Use,” “Under Maintenance,” “Retired,” “Available,” or “Disposed.”
• 🛠️ Maintenance Scheduling: Define preventive maintenance intervals, send reminders, and attach service records.
• 📉 Depreciation & Valuation: Automated depreciation schedules (straight-line, reducing balance), and valuation tracking over time.
• 🔍 Search & Filter: Smart search by serial, category, status, assigned user, location, or warranty expiry.
• 📃 Asset Attachments: Upload invoices, manuals, photos, warranty documents, and receipts to each asset record.
• 📊 Reporting & Audit Logs: Exportable reports on asset status, usage, upcoming maintenance, and assignment history.

📝 Detailed Overview

The **Assets Management Module** brings enterprise-level asset tracking into Perfex CRM. Whether your business manages laptops, vehicles, software licenses, or project devices, this module gives you one place to log all details, history, and responsibilities.
Assign assets to internal staff or to client accounts (if you manage devices for clients), monitor depreciation over time, and plan maintenance or replacements with alerts and audit-friendly logs.

Assets are tightly integrated with Perfex’s client, staff, and project modules. For example, when an asset is assigned to a project or client, you can see usage statistics. Maintenance tasks can be linked to a project, and service costs can feed into invoices.

📊 Comparison Table

Capability	Assets Module	Perfex Out-of-the-Box
Asset Tracking	✔ Full catalog with statuses, assignments	✘ None beyond files & attachments
Maintenance Alerts	✔ Scheduled reminders & logs	✘ Not available
Depreciation & Valuation	✔ Auto depreciation methods	✘ No built-in valuation
Reporting / Audit Logs	✔ Asset histories and exports	✔ Basic activity logs only
Assignment Flow	✔ Assign to staff/clients/projects	Limited file ownership only

🛠️ Installation Guide

1. Download the Module: Get the asset management module package from your wpshop.net account.
2. Upload to Perfex: Place the module folder under modules/AssetsManagement in your Perfex root directory.
3. Enable Module: Log into Perfex Admin → Setup → Modules → Install “Assets Management.”
4. Set Permissions: Assign functionality (view/create/edit/delete) to Staff, Admin, and client roles as needed.
5. Configure Settings: Set default depreciation methods, maintenance intervals, categories, and statuses.
6. Migrations & Seed: Run the module’s database migrations and optionally seed categories/first entries.
7. Begin Asset Entry: Add assets with required metadata, upload attachments, and assign to staff or client accounts.
8. Maintenance & Alerts: Add maintenance tasks to assets and enable email reminders for upcoming service dates.
9. Reports & Exports: Use the reporting interface to export CSV/PDF of assets by status, history, or upcoming maintenance.

🔑 Licensing Information

The **Assets Management Module** is distributed under the GPL (General Public License). You are free to use, modify, and distribute in compliance with GPL. Your purchase via wpshop.net includes lifetime free updates and limited email support for installation and basic configuration. Customizations, integrations with third-party inventory systems, or advanced UI redesigns fall outside the included support.

❓ FAQs

1) Can I assign assets to clients?

Yes. Assets can be linked to either internal staff or external client accounts, with full history tracking.

2) Is maintenance scheduling supported?

Yes. Set periodic maintenance intervals, log service records, and receive reminders before due dates.

3) How is depreciation handled?

The module supports common methods (straight-line, reducing balance) and shows current book value over time.

4) Can I export asset data?

Yes. You can export asset lists, history, maintenance schedules, and assignment logs to CSV or PDF.

5) Does it affect Perfex performance?

The module uses efficient database queries and indexes. For large databases, ensure proper database tuning.

6) Do I get updates and support?

Yes. You’ll receive lifetime free updates and limited email support for module setup and issues.

🌟 Why Choose Assets Management Module?

Because it instantly transforms Perfex CRM into a mature asset-tracking system—no separate tool required. You gain end-to-end oversight of your company or client assets, maintenance cycles, valuations, and audit records—while keeping everything centralized in your CRM. It helps reduce asset loss, improve utilization, and align your team around one source of truth.

Get organized. Start managing assets now. Download Assets Management Module for Perfex CRM from wpshop.net, deploy effortlessly, and control your asset lifecycle—powered by GPL, lifetime updates, and solid support.