In FieldEx, every asset needs to be assigned to the correct place. This helps you track who owns it, where it is used, and what work has been done on it. You can assign an asset in three ways: Customer, Site, or Project.
Pro Tip: Choose the right structure early. Assets assigned to the correct Customer, Site, or Project will make your job reporting, scheduling, and servicing 10x clearer and faster. |
Customer, Site & Project: Manage Your Assets According to Your Operations
Customer
Use this when the asset is used at a single location and doesn’t need to be tracked by branch or outlet. All jobs like installation, repair, and service are linked to the customer, so you can easily view its full job history.
You rent a coffee machine to Beanhouse Café and assign it directly under the Customer.
You rented 5 excavators to GreenBuild Contractors and assigned them under the Customer.
Site
Use this when a customer has multiple locations and you want to track where each asset is placed. Jobs are still linked to the main customer, but you can also monitor job history by site.
You rent coffee machines to RoastHouse Group and assign them to their Downtown and Uptown café sites.
You rented 5 excavators to BuildTech Corp and assigned them across their East Yard and West Yard sites.
Project
Use this when multiple assets are deployed in bulk for a one-time job. The project helps you manage all assets and job orders together, with full visibility during the project period.
You install 50 coffee machines for a new office tower and manage them under the Office Tower Setup project.
You deployed 5 excavators and support equipment for the Riverside Drainage Upgrade and managed everything under the project.
How Can I Place My Asset to Best Match My Operation in FieldEx?
How Can I Manage My Assets | What to Map in FieldEx | Example |
For single-location clients where assets don’t move between branches | Customer | Small café rental, single-site equipment hire |
When managing internal sites or facilities without linking to external customers | Sites | Building management, warehouse operations |
When one customer owns multiple locations and you need to track per site | Customer + Sites | Coffee chain, retail group, hospital network |
When assets are rented to a customer and used across temporary jobs | Customer + Projects | Construction rental for clients |
When a project runs for a customer across multiple locations or zones | Customer + Project + Sites | Infrastructure rollout (e.g. fibre, pipeline) |