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- Asset Tracking
- Start your first asset service cycle
Get Asset Tracking running in four steps.
Choose tagged equipment and rehearse its maintenance decisions with the people who own the work.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Asset Tracking. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Asset Tracking in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started, then use Proto to configure Asset Tracking for your business. Name the Asset Manager and Maintenance Planner who will coordinate the pilot, then confirm the operating accounts for Technician, Maintenance Approver and Parts Coordinator.
Prepare the first operating cycle
Choose equipment the team can identify by tag and serial number. Bring its service interval and dates, a meter reading with an agreed unit and limit, and the warranty record needed for the maintenance decision. Prepare the consumed part with its catalog unit and reconciled stock balance.
Follow the implementation phases to map people and authority. Keep the initial service case narrow enough that the participants can inspect every record involved in the handoff.
Review before release
Authorize eligible work using current approved coverage, then record the Technician’s intervention and post its parts. Verify that retrying the same consumption does not reduce stock twice. Accept the inspection and confirm the ticket, certificate and asset state together. Check personal access and the owners of preventive-date and reorder follow-up before beginning the operating cycle.
Set up Asset Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.