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Anyone using FieldPulse for equipment asset tracking?

Anita Sharma

Our organization is exploring options for tracking customer equipment assets and their associated preventive maintenance schedules. We currently maintain this data in a separate system, which creates synchronization challenges with our field service operations.

I am evaluating whether FieldPulse can serve as a unified platform for the following requirements:

  1. Equipment registry — serial numbers, model information, installation dates, warranty expiration
  2. Customer association — linking multiple assets to a single customer record
  3. Maintenance scheduling — automatic generation of recurring work orders based on time intervals or usage cycles
  4. Service history — complete maintenance history per asset across multiple work orders

Has any organization successfully implemented this workflow? I am particularly interested in understanding:

  • Whether you utilize custom fields, tags, or another mechanism for asset identification
  • How you manage recurring maintenance schedules without excessive manual intervention
  • Any limitations encountered regarding reporting or data export
  • Integration approaches with external asset management systems, if applicable

I have reviewed the documentation on recurring work orders and custom checklist templates, but I am seeking practical implementation guidance from organizations with similar requirements.

Thank you for any insights you can provide.

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  • We've been running asset tracking in FieldPulse for two years now across ~800 pieces of customer equipment. Here's what actually works:

    Our setup

    • Customer name format: "ACME Corp - Unit 401 Rooftop" — we put the asset location right in the customer record name
    • Custom fields on customer record: Equipment serial, install date, warranty expiration, last PM date
    • Recurring work orders: Tied to customer, with asset details in the work order title

    Why this works better than custom fields on work orders

    When you put the data on the customer record, it persists across all work orders. You don't lose history if someone forgets to copy the serial number. Big difference in reporting.

    The reporting gap

    There's no built-in report that shows "all assets due for maintenance next month." We export customer records monthly and filter in Excel. Not elegant, but takes 10 minutes.

    Also — and this is something I wish we'd known — the customer portal can be configured so customers see their own equipment list. We've had good feedback on that.

    Happy to share our export template if anyone wants it.

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  • We've been running asset tracking in FieldPulse for two years now across ~800 pieces of customer equipment. Here's what actually works:

    Our setup

    • Customer name format: "ACME Corp - Unit 401 Rooftop" — we put the asset location right in the customer record name
    • Custom fields on customer record: Equipment serial, install date, warranty expiration, last PM date
    • Recurring work orders: Tied to customer, with asset details in the work order title

    Why this works better than custom fields on work orders

    When you put the data on the customer record, it persists across all work orders. You don't lose history if someone forgets to copy the serial number. Big difference in reporting.

    The reporting gap

    There's no built-in report that shows "all assets due for maintenance next month." We export customer records monthly and filter in Excel. Not elegant, but takes 10 minutes.

    Also — and this is something I wish we'd known — the customer portal can be configured so customers see their own equipment list. We've had good feedback on that.

    Happy to share our export template if anyone wants it.

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