Customer Asset Management
Track devices, equipment and documents belonging to a customer, log maintenance history, and link related jobs — a beta add-on for businesses managing ongoing customer assets.
Beta · Last updated 18 July 2026
The business problem
Businesses that maintain equipment or devices for customers over time — servers, HVAC units, machinery — need somewhere to record what they're responsible for and what's been done to it, rather than relying on memory or scattered notes.
How KookaCRM solves it
Customer asset management lets staff record devices, equipment or documents against a customer, log maintenance history against each asset, and link relevant jobs to the asset they relate to. It gives a running record of what a business is responsible for and what work has been carried out on it over time.
When to use this
- You maintain equipment or devices for customers on an ongoing basis
- You need a history of maintenance and service work tied to a specific asset, not just a customer
- You want related jobs linked back to the equipment they were performed on
Suitable business types
- IT support and managed service providers tracking client devices and infrastructure
How it works
An asset is added to a customer record with relevant details and documents, then
Maintenance history is logged against the asset over time, then
Jobs relating to that asset are linked to it, building a running service history
What KookaCRM creates
- Asset record
- Maintenance history entry
How it connects with other features
- Jobs performed on an asset are linked back to it, connecting to Jobs and Field Dispatch
Example use cases
- An IT support provider tracks a client's servers and links every maintenance visit to the relevant device
- A managed services business keeps a documented history of work done on a piece of client equipment
Setup requirements
- Customer asset management is a beta add-on and needs to be enabled per tenant by request
Availability
Available as a beta add-on, enabled per tenant on request. It does not currently include finance-style depreciation tracking, and customers do not have their own portal view of their assets.