Fixed Equipment Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Fixed Equipment Management Module helps in the management of the assets, improves efficiency and help in financial arrangements of by avoiding unnecessary equipment purchases. This module provides important details such as check-in and checks outs, a location of the assets, depreciation, audit, maintenance schedule, date of return of the assets among other details. This module is automated helps an organization to improve on planning. Furthermore, this module assist with the most unexpected repairs and other issues with the property. It reduces labor cost by automating the calculation of assets depreciation which may be costly when done manually.

Module Features

1. Dashboard: Assets Overview, Asset by status, Asset categories,...
2. Asset Management
3. Licenses Management
4. Accessories Management
5. Consumables Management
6. Components Management
7. Check In/Check Out
8. Sign Management
9. Export PDF for Check In/ Check Out
10. Bulk Upload
11. Predefined Kits Management
12. Request Management
13. Maintenances Management
14. Audit Management
15. QRCode scanning from the camera when auditing
16. Depreciations
17. Location Management
18. Inventory Management
19. Order Management
20. Reports
21. Settings:
    • General Settings
    • Depreciations Management
    • Suppliers Management
    • Manufacturers Management
    • Categories Management
    • Models Management
    • Status Labels Management
    • Approval Process Management
    • Custom Field Management
    • Approval Process Management
    • Permission Management
22. My Equipments: This feature integrates with the HR Records module
23. Portal:
    • Store
    • Search Products
    • Product Details
    • Cart
    • Place Order
    • Order Management
24. Integration:
    • HR Records for Perfex CRM
    • Accounting and Bookkeeping module for Perfex CRM
    • Workflow Automation module for Perfex CRM

Demo

Fixed Equipment Management Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket. Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2022-04-19

    Initial version

Version 1.0.1 / 2022-05-17

    Update the audit feature.
    Add the permission management feature.
    Add the feature to approve/sign check-in/check-out documents.
    Add the bulk upload feature for assets, licenses, accessories, consumables, and components.
    Add the management of approval processes.
    Add the QRCode scanning feature from the camera when auditing assets.
    Export PDF & sign for check-in/check-out tickets.

Version 1.0.2 / 2022-05-20

    Upgrade the audit feature.
    Integrate the audit with maintenance.

Version 1.0.3 / 2022-05-25

    Fix minor bugs

Version 1.0.4 / 2024-06-07

    Get the complete assets list from the Parent Location
    The assets checked to any location will be displayed on that location detail
    When audit will choose location instead of the default location

Version 1.0.5 / 2024-06-07

    Add public page display setting
    Add setting prefix for Inventory
    Add checkout to customer in checkout popups
    Added Inventory receiving voucher, inventory delivery voucher, packing list, Shipment, Warehouse Management, Inventory history
    Added approval process settings for warehousing, warehousing packing list
    Add a public page to display properties for rent or sale

Version 1.0.6 / 2024-06-07

    Fix some minor bugs

Version 1.0.7 / 2024-06-07

    Fix some minor bugs

Version 1.0.8 / 2024-06-07

    Fix some minor bugs
    Fix bug doesn’t show MAP on detail Location
    Fix cron job related to "auto calculate depreciation" 
    Update the Predefined kit: Specify specific assets for the predefined kit, Add checkout asset, and predefined option for the Project.
    Upgrade source code to be compatible with PHP 8.1.
    Upgrade features to be compatible with the latest version of Perfex CRM.

Version 1.0.9 / 2024-06-07

    Update the Inventory/Inventory Receiving feature.
    Add an Order creation flow in Fix Equipment on the admin side
    Client Portal side - Update the Asset menu again: display the Asset list for Customer
    Client Portal side - Add new issue creation and processing flow for Asset from the Customer side; send notification to Staff when an Issue is created + when the Issue status changes.
    Add new issue creation and processing flow for Asset from the admin side; send notification to Customer when Issue is created + when Issue status changes
    Add a new Task related to Asset taken from Order, bill purpose if any

Version 1.1.6 / 2026-04-22

    Added a complete Asset Issue workflow for both admin and client portal, including issue creation, processing, notifications, email templates, and issue list management.
    Introduced asset order management on the admin side to manage customer-owned assets and support issue creation from related orders.
    Enhanced asset and model management to support asset grouping, inventory quantities, customer assignment, and license checkout.
    Added Work Order for Maintenance with full management features, including attachments, notifications, prefixes, permissions, and bulk delete.
    Added Packing List approval workflow and support for manual packing list creation from Inventory Delivery.
    Added accounting mapping support for integration with the accounting module.
    Improved the client portal asset menu to display customer asset lists based on order details.
    Enhanced issue creation by organizing asset selection with model name and asset description.
    Updated inventory receiving to support quantity input for fixed assets.
    Refined approval settings by hiding non-relevant options for receiving and delivery approvals.
    Fixed issues related to invoice creation in order details, order deletion, shipment deletion, shipment detail display, and receipt status updates.
    Fixed depreciation loading errors.
    Fixed location detail display issues for latitude and longitude.
    Corrected EOL date and warranty expiration calculations in asset and asset detail screens.
    Fixed inventory delivery creation issues.
    Added database migration for shipping_fee and woo_order_number columns in the invoice table.

Version 1.1.7 / 2026-07-24

    Fixed minor issues.