For many businesses, equipment doesn’t exist in isolation — it’s bought for a customer, installed at their premises, or hired out to them. Yet the link between your kit and the people it’s connected to usually lives nowhere but memory. So when a customer calls about the boiler you fitted, or you need to know what equipment is out with a particular client, you’re reconstructing the answer from old job sheets and recollection rather than reading it off a record.
Managing clients in Asset Giant closes that loop. You keep a record of each customer, their contacts and the assets associated with them, so you can move effortlessly between a customer and their kit. It turns “which one did we install for them, and when?” from a research project into a single click.
Your customers, joined up with your kit
A client record pulls together the information you currently keep scattered:
- Contacts — the names, roles, emails and phone numbers you actually deal with, kept against the client rather than in a phone or an inbox.
- Their projects — every job you’ve done or are doing for them, linked to the client so the relationship is visible at a glance.
- Their assets — equipment installed at, or assigned to, that customer, so you always know what’s where.
Built for businesses that serve customers
If you install or maintain equipment for clients, this is where a lot of quiet value sits. The everyday questions that used to mean digging — “what did we fit for Mrs Patterson?”, “what’s out with this client at the moment?”, “who’s the right contact for this job?” — become instant lookups. That speed makes you look organised and responsive to customers, and it makes follow-up work, recovery of hired kit, and end-of-job reconciliation far simpler.
In practice:
- Add your clients, with their key contacts.
- Link projects and assets to the relevant client as work happens.
- Open a client at any time to see their contacts, their jobs and their equipment in one place.
Best Practice: Capture at least one good contact and a phone number when you create a client. It’s the detail you’ll reach for most often, and it saves hunting through emails when you need to call.
For the full guide, see How to Add and Manage Clients.