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Asset overview dashboard

The Overview tab is the first thing you see when you open the Assets dashboard. It pulls every important number about your equipment — how many you have, what they're worth, what's still under warranty, and what needs service — into a single screen so you can spot problems at a glance.

Enterprise feature

Asset management is available on the Enterprise plan. Compare plans to find the right fit for your business.

Status distribution

The Status Distribution card shows a count of your assets grouped by lifecycle status. Each asset sits in exactly one status — for example, Active, In Maintenance, or Retired — and the card gives you a quick read on how your fleet is split.

A balanced distribution is healthy. Big swings tell a story:

  • A growing In Maintenance count means more equipment is sitting idle awaiting service.
  • A growing Retired or Disposed count without matching new acquisitions usually means it's time to plan replacements.
  • A large Inactive group is worth a closer look — those assets may need to be reassigned or formally retired.

For the full list of statuses and what each one means, see Asset status lifecycle.

Financial summary

The Financial Summary card rolls up the dollar value of every asset on the books:

Metric What it represents
Total Purchase Cost What you originally paid for every active asset, summed together.
Current Book Value What those same assets are worth today after depreciation.
Accumulated Depreciation The total value lost to wear and time across your fleet.
Average Asset Age How old your equipment is, on average, in years.

Together these four numbers tell you whether your equipment portfolio is appreciating in value or aging out. If accumulated depreciation is climbing fast and average age is high, replacement planning should be on your radar.

Where these numbers come from

For details on how FSM Navigator calculates depreciation methods (straight-line, declining balance, sum-of-years), see Depreciation.

Warranty overview

The Warranty Overview card surfaces the warranties that need your attention soonest:

  • Active Warranties — how many assets are currently covered.
  • Expiring Within 30 Days — high-priority renewals to review now.
  • Expiring Within 90 Days — what's coming up on the medium horizon.
  • Expired — coverage that's already lapsed.
  • Coverage Rate — the percentage of your fleet that's under any active warranty.

A low coverage rate means a lot of equipment is going uninsured against defects. Use the 30- and 90-day buckets to plan renewals before coverage gaps open up. For full warranty management — registering policies, tracking claims, and recording renewals — see Warranties & contracts.

Maintenance overview

The Maintenance Overview card tells you whether preventive service is on track:

  • Active Schedules — how many recurring maintenance plans are currently running.
  • Overdue — schedules whose due date has passed without the corresponding job being completed.
  • Compliance Rate — the percentage of scheduled maintenance completed on time.
  • Next Due — the soonest upcoming maintenance date across all your assets.

Watch the overdue count

A non-zero overdue number is the single most actionable signal on the Overview tab. Overdue maintenance can cause equipment failures, safety issues, and voided warranties. Open the Maintenance scheduling tab and work through the overdue list as soon as it appears.

Recent activity

The Recent Activity feed at the bottom of the tab shows the latest changes across your asset registry — new assets created, status changes, completed maintenance, transfers between locations, and warranty registrations. It's a quick way to confirm your team's work is being captured correctly without leaving the dashboard.

Top asset types and locations

Two smaller cards next to the activity feed rank your fleet by size:

  • Top Asset Types — the categories with the most assets in them (for example, "HVAC Unit", "Service Vehicle", "Power Tool"). Useful for spotting where to invest in standardized maintenance schedules.
  • Top Locations — the customer sites or warehouses that hold the most equipment. Helps you see where your service footprint is concentrated.

What the overview tells you

A quick read across the cards usually answers four questions in under a minute:

  1. Is my fleet healthy? — Look at status distribution and overdue maintenance.
  2. What's it worth? — Look at current book value and average age.
  3. What's at risk? — Look at expiring warranties and the overdue count.
  4. Where's the work? — Look at top types, top locations, and recent activity.

If any number looks off, drill into the matching tab — Manage assets list, Maintenance, Warranties, or Depreciation — to see the underlying records and take action.