Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/825759
12 MAY 2017 ■ www.CPAPracticeAdvisor.com APPS: ASSET MANAGEMENT SYSTEMS Tech for Tracking Equipment and Other Assets By Mary Girsch-Bock Equipment, IT, and service and repair businesses often need to track their assets in a different way than other organizations. For those that need in-depth asset/equip- ment management capability, here are a few options available. CheqRoom | www.cheqroom.com CheqRoom is a web-based equipment management software product designed primarily to track business equipment and assets. The product offers easy equipment tracking capability, with users able to utilize mobile devices during the tracking process. For those who check out equipment on a regular basis, those same mobile devices can be used to scan bar codes of assets for quick check in and check out. CheqRoom also offers a template that users can utilize to create a usage agreement. This agreement can be provided electronically to customers to sign prior to lending out a piece of equipment. Equipment status is readily available, so users can view what has been checked out, what is available for check out, and exactly where the asset/equipment is at any time. CheqRoom allows users to schedule regular equip- ment maintenance, flag any equipment malfunctions and maintain equipment maintenance records. A GPS tracking system is also available, which provides businesses with real time information on where equipment is; whether at a rental site or simply at a different location. For businesses that need up to the minute detail on the status of their assets and equipment, CheqRoom is a good fit. The product starts at $25.00 per month and will track 50 items; with various plan levels available. All plans support an unlimited number of users. EZ Office Inventory | www.ezofficeinventory.com EZ Office Inventory is an online inventory/asset manage- ment product that offers mobile apps for Android, iOS, and Windows devices. EZ Office Inventory is ideal for construction, IT, and businesses that sell and provide equipment services. All assets and inventory can be easily tracked by location, with users notified when inventory totals drop at a particular location. The product easily checks assets in and out, and the Availability Calendar provides users with a comprehensive view of all available assets, as well as those that are reserved, checked out, or undergoing maintenance. Assets can also be tracked using GPS, with the product supporting both QR Codes and Barcode track- ing, with is made easier with the use of mobile devices. The Packages feature is also available for tracking multiple assets that need to be bundled into a single entity. EZ Office Inventory supports only straight-line depreciation for any assets in the system. The product also offers robust services and mainte- nance capability, with the ability to create service tickets or proactively schedule maintenance services for all assets and inventory. Billed annually, EZ Office Inventory offers four levels of plans, with the Silver version of the product running $320.00 per year, which supports 50 users and 200 items. The product also integrates with Zendesk, Dropbox and Salesforce. Loc8 | www.loc8.com Well suited for field service businesses, Loc8 is a web-based application that offers job management, scheduling, asset management, and quoting and invoicing capability. The product offers easy appointment scheduling for customers with the ability to immediately dispatch technicians to the service location requested. Work orders can be created as well. Loc8 is designed to work on multiple mobile devices, with the product able to download necessary customer and asset information even when phone service is unavail- able. Loc8 manages all business assets, with users able to track asset and inventory for a variety of locations. Asset classes can be added during product setup, with users able to attach future assets to a particular class. Users can also manage all asset activity; proactively scheduling maintenance and other services on a timely basis. Users can also assign a variety of rules to each asset, with the rules used to notify users of occurrences such as an equipment or asset failure, or any change to that particular asset. Included APIs allow users to create custom integration with a variety of third-party applications as desired. Loc8 offers three product levels: Team, Service and Enterprise. Team is free and offers limited functionality. The Service level is better suited for medium to large businesses and runs $99.00 a month and supports up to 5 system users. www.depre123.com Depre123 is part of the Salesforce app exchange program. Designed by Deci- sion Support Technology, the makers of Bassets eDepreciation, Depre123 is their cloud-based asset and depreciation management solution. Designed for businesses of all sizes, as well as accountants that wish to simplify the asset and depreciation management process, Depre123 can be used from a desktop or mobile device, and is best suited for those already using Salesforce in their current busi- ness environment. Depre123 allows accountants to easily manage multiple business entity clients, with each client set up as an account in Salesforce. Users can easily import current fixed assets data from other applications directly into Depre123 using the Salesforce import wizard. The import function requires four dedicated columns: Asset Name, Asset Cost, Asset Class, and Service Date. Read the full review for this product online at: www.CPAPracticeAdvisor.com/ 12331903 www.gocodes.com GoCodes is a good fit for businesses that wish to track company assets and inventory, making it ideal for IT, medical supply, schools, equipment and contracting businesses. GoGodes Asset Tracking works by using QR codes to track and identify assets, custom solu- tions for tracking are available as well. GoCodes is web based and works with laptops and mobile devices such as tablets and smart phones. A com- prehensive video is available to guide new users through the application. Click on the Assets option to enter detailed information about each asset, including asset type, sub-type is necessary, group, and asset serial number. In this section, users can also record the last service date for the asset, and last update, as well as assign an employee to that asset. This is great information for companies that provide maintenance and repair services. An asset tag with the corre- sponding QR code is also stored in this area, and users can add a photo of the asset as well. The Messages/Map option allows users to quickly view where that particular asset is at any given time. Read the full review for this product online at: www.CPAPracticeAdvisor.com/ 12331894 Depre123 GoCodes 4.25 2017 OVERALL RATING 4.5 2017 OVERALL RATING Read all reviews for Fixed Assets online at: www.CPAPracticeAdvisor.com/12331470