Asset Management

Customer Assets Management


Keeping track of your customers' devices is a breeze with RepairDesk's Asset Management module. Easily view and manage all the important details of your assets whenever you need to.


We have implemented a new module in the RepairDesk 'Asset management'.Assets are the devices that our users support and repair for their customers. Users can track specific information about these devices, and track an ongoing work history.
  • Track work history of a device
  • Store hardware configurations or any other information needed for a specific product
  • Quickly open tickets associated with the devices (assets) from the Asset page by one click.
Accessing Asset Management:
  1. Go to the Customer section.
  2. Click on Asset Management.
Filters for Easy Navigation:
  • Store: Display assets by store location.
  • Category: Group assets by type.
  • Asset Name: Quickly find a specific asset.
  • Customer: Filter assets by customer.
  • Ticket Id: Search assets with reference to repair tickets.
  • IMEI/Serial: Identify devices with unique codes.
  • Additional Data: View extra details for each asset.

Exporting Data:
  • Click on "Export" in the top right corner to  download your asset data in .xls file.

Customize Your View:
  • Click on the settings icon in the column to personalize your table view.

Enhanced Customer Details:
  • Assets column now added to the Customer details view.



Manually Create a Customer Asset

You can now manually create a customer asset without linking it to a repair ticket. This is useful when you want to pre-register customer-owned items or maintain an inventory of assets that may come in for service later.

  1. Go to the Manage Customer Assets listing page.

  2. Click the “Create Customer Asset” button on the top right of the Assets listing page.

  3. Fill in the asset details:

    • Customer Name (select from existing customers)

    • Asset Name (e.g. iPhone 15)

    • IMEI / Serial Number

    • **Type (**Repair Category)

    • Brand & Model

    • Any other custom fields you’ve configured under Store Settings> Manage Repair Categories > Manage Custom Fields

  4. Click Save.

The asset is now linked to the customer and available for future use in repairs or tickets.

💡 Tip: You can also create a customer asset directly from a customer’s Details Page under the Assets tab. This is especially useful when reviewing or updating customer information.

✅ View Customer Assets and Repair History:

Once customer assets are loaded, you can view their full repair history and even check them in for a new repair — right from the POS or New Ticket UI.

  1. When you load a customer on the:

    • POS

    • New Ticket UI

  2. You’ll be able to:

    • View all assets linked to the selected customer

    • See a Repair History log for each asset, including:

      • Asset ID
      • Asset Name
      • Asset Type
      • Asset Issues
      • IMEI/Serial
      • Last Ticket ID
      • Last Service Date
      • Assigned To
      • Asset Status
      • Last Invoice
      • Created Date

🛠️ Check-In an Asset for Repair:

  1. Click the “Check-In” button next to the relevant asset.

  2. A new ticket will open with that device information pre-filled.

  3. Select the required service, issue, and continue with the ticket creation process.

💡 Tip: Use this feature to track repeat issues, identify warranty claims, or quickly pull up past service details — all without leaving the POS or Ticket screen.


Conclusion: 

Stay organized and in control by utilizing RepairDesk's Asset Management module. Easily find, filter, and export asset details with just a few clicks. Plus, enjoy a customized view for a seamless experience

FAQs

Can I attach an asset to a ticket manually?
Yes. When creating or editing a ticket from either the POS or New Ticket UI, you can manually select an asset to link to that ticket — provided the customer already has assets registered. This helps in tracking repair history and avoiding duplicate entries.
What if a customer doesn’t have an asset yet? Can I create one during ticket creation?
Yes. During ticket creation, if no assets are listed for the customer, you’ll have the option to create a new asset right from the assets table. Once saved, the asset will automatically be attached to the the customer’s profile.
Can I customize the fields shown when adding a customer asset?

Absolutely. Go to Store Settings > Repairs > Repair Categories > Manage Repair Categories > Manage Custom Fields Settings, where you can configure:

  • Custom fields (text, dropdowns, date, etc.)

  • Field labels

  • Required vs optional fields

    This allows you to tailor the asset data based on your business type (e.g. general repair, electronics, etc.).

Can I edit or delete an asset after it has been created?

Yes. You can now edit or delete assets directly from the Assets listing page using the Edit and Delete icons, provided you have the required permissions.


Will editing an asset update existing tickets linked to it?
No. Editing an asset only updates the asset information going forward. Any existing tickets linked to that asset will not be modified.
Why do I need to type “update” when editing an asset?

This is a confirmation step to prevent accidental changes. You must type “update” to enable the save button and proceed with editing the asset.


Can all employees edit or delete assets?

No. Only users with the appropriate permissions (Edit Assets or Delete Assets) can perform these actions. By default, these permissions are enabled only for Admin and Super Admin roles.


Can I track who edited or deleted an asset?

Yes. All asset actions (create, update, delete) are recorded in the Employee Activity Log, including who performed the action and when.