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Enterprise Plan

Track Equipment & Assets from Purchase to Retirement

Know which site every piece of equipment is at, what it's worth, when it needs service, and whether the warranty is still good. One screen replaces your spreadsheets, filing cabinets, and guesswork.

14-day free trial · Full Enterprise features · Nothing charged until the trial ends

Why Asset Management

Stop Guessing. Start Tracking.

When you manage hundreds of assets across dozens of job sites, things get lost, maintenance gets skipped, and warranties expire without anyone noticing. FSM Navigator® fixes that.

Complete Lifecycle Visibility

See every asset's full history — from the day it was purchased through every service call, transfer, and status change, all the way to retirement. No more digging through files.

Know Your True Costs

Track purchase price, maintenance spend, and depreciation in one place. When you can see total cost of ownership at a glance, you make smarter replacement decisions.

Preventive Maintenance Schedules

Set preventive maintenance schedules and get alerts before service is due. Catch problems early, extend equipment life, and avoid the cost of emergency repairs.

Asset Lifecycle

From Day One to End of Life

Every asset in your fleet has a story. FSM Navigator® tracks the full arc — acquisition, deployment, active use, maintenance cycles, and eventual retirement or disposal. You always know exactly where each asset stands.

  • Record acquisition date, purchase cost, and vendor details
  • Track status changes: active, in maintenance, inactive, retired
  • Organize with custom categories and custom fields, the same way you can add custom fields on jobs and customers
  • Generate QR and barcode labels for quick field identification
Go deeper

Asset Lifecycle Management

Follow each piece of equipment from purchase to disposal, with depreciation, warranty alerts and total cost of ownership.

See how lifecycle tracking works →
Acquired
Purchase recorded · Warranty starts
Active
Deployed to location · Assigned to tech
In Maintenance
Preventive or corrective service
Retired
Disposed or replaced · Full history retained
Upcoming Maintenance
Carrier 50XC Rooftop Unit
Filter replacement · Overdue by 3 days
Overdue
Generac 22kW Generator
Annual inspection · Due in 5 days
Due Soon
Trane XR15 Heat Pump
Refrigerant check · Due in 28 days
On Track
Maintenance Management

Stay Ahead of Every Service Date

Reactive maintenance costs three to five times more than preventive. FSM Navigator® helps you schedule service before things break, track every repair when they do, and build a complete maintenance history for every asset you manage.

  • Schedule preventive maintenance on custom intervals
  • Log corrective repairs with parts, labor, and notes
  • Get alerts when service is overdue or coming up
  • View complete maintenance history for any asset
Go deeper

Preventive and Corrective Maintenance

Schedule recurring service and log repairs, so every asset carries its full service history.

See how maintenance works →
Location & Assignment

Every Unit, Tied to Its Location

"Who has the thermal camera?" shouldn't take three phone calls to answer. FSM Navigator® records which customer site every asset is at and which technician it is assigned to.

  • Assign assets to customer sites and to technicians
  • Transfer assets between locations with a full audit trail
  • Assign individual assets to specific technicians
  • Scan QR/barcode labels to look up any asset in the field
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Asset Tracking

Assign equipment to sites and technicians, move it between locations, and scan a QR label to pull up any asset.

See how asset tracking works →
Asset Locations
Main Warehouse
47 assets
View
Customer Sites
124 assets across 38 locations
View
Technician Assigned
32 assets with 12 technicians
View
Asset Financial Summary
Carrier 50XC Rooftop Unit Purchased Jan 2024
$12,400
Purchase Cost
$8,680
Current Value
$1,240
Maintenance Spend
Warranty Status
8 months left
Financial Tracking

See the Full Cost Picture

An asset's purchase price is just the beginning. The real cost includes maintenance, repairs, downtime, and depreciation. FSM Navigator® gives you the complete financial picture for every piece of equipment you own.

  • Track depreciation and current book value over time
  • Total cost of ownership: purchase + all maintenance costs
  • Warranty expiration alerts before the claim window closes
  • Make data-driven repair vs. replace decisions
Works With Your Workflow

Connected to Everything You Already Use

The unit you install today is next year's maintenance visit and the renewal after that. Asset records connect directly to your inventory, work orders, service agreements and mobile app, and your customers can see their own equipment, warranty dates and recent service in the customer portal.

Inventory Management

When a maintenance job needs parts, pull them from your tracked inventory. Asset costs and inventory usage stay connected automatically.

Learn more about inventory management

Work Orders

Link assets directly to work orders. When a tech completes a maintenance job, the asset record updates automatically with the service history.

Learn more about work orders

Mobile App

Technicians scan QR codes or barcodes on-site to pull up asset details, maintenance history, and warranty info — right from their phone.

Learn more about the mobile app
FAQ

Common Questions About Asset Management

Which plan includes asset management?

Asset management is part of the Enterprise plan, which starts at $59.99 per user per month (or $47.99/user/month with annual billing). Every Enterprise subscription includes a 14-day free trial with full access to all features — a payment method is required to start the trial, but you won't be charged until it ends.

Can I track asset depreciation?

Yes. FSM Navigator tracks asset value over time starting from the original purchase cost. You can monitor how each asset depreciates, see current book value at a glance, and use that data to plan replacements before equipment reaches end of life.

How does preventive maintenance scheduling work?

You set a maintenance schedule for each asset — weekly, monthly, quarterly, or any custom interval. When service is due, the system alerts you so nothing slips through. When a scheduled maintenance job is completed, the service is logged automatically, building a complete maintenance history for the life of the asset.

Can I assign assets to customer locations?

Yes. Every asset can be assigned to a customer site and to a specific technician. When an asset moves between sites, the transfer is recorded with a full audit trail — so you always have a clear chain of custody.

Does it work with the mobile app?

Yes. Technicians can view asset details and maintenance history directly from the FSM Navigator mobile app. They can also scan QR codes and barcodes in the field to pull up an asset record — no manual lookups or phone calls back to the office.

Can I track warranty information?

Yes. Each asset record stores warranty start and end dates, coverage details, and provider information. You'll get alerts before warranties expire, so you can file claims in time or plan ahead for replacements and renewals. More on equipment warranty tracking, plus an equipment warranty tracking checklist for HVAC contractors.

Can my customers see their own equipment?

Yes. The customer portal has a My Equipment tab that lists the units at each customer's sites: model, serial number, location, warranty end date, the service agreement that covers it, and recent service visits. Each customer sees only their own equipment. The customer portal comes with the Pro plan; the equipment tab needs asset management, which is on Enterprise.

Can I add custom fields to jobs and customers too?

Yes. Asset custom fields are set per asset type, and jobs and customers now have custom fields of their own: up to 10 per record type on the Pro plan and up to 50 on Enterprise. A gate code, refrigerant type or customer PO number sits on the record where your team needs it.

Ready to Take Control of Your Assets?

14-day free trial · Full Enterprise features · No setup or cancellation fees