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Anyone using FieldPulse for equipment asset tracking?

Anita Sharma

Our organization is exploring options for tracking customer equipment assets and their associated preventive maintenance schedules. We currently maintain this data in a separate system, which creates synchronization challenges with our field service operations.

I am evaluating whether FieldPulse can serve as a unified platform for the following requirements:

  1. Equipment registry — serial numbers, model information, installation dates, warranty expiration
  2. Customer association — linking multiple assets to a single customer record
  3. Maintenance scheduling — automatic generation of recurring work orders based on time intervals or usage cycles
  4. Service history — complete maintenance history per asset across multiple work orders

Has any organization successfully implemented this workflow? I am particularly interested in understanding:

  • Whether you utilize custom fields, tags, or another mechanism for asset identification
  • How you manage recurring maintenance schedules without excessive manual intervention
  • Any limitations encountered regarding reporting or data export
  • Integration approaches with external asset management systems, if applicable

I have reviewed the documentation on recurring work orders and custom checklist templates, but I am seeking practical implementation guidance from organizations with similar requirements.

Thank you for any insights you can provide.

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  • We've been doing something similar for about a year now. Not perfect, but it works.

    What we ended up doing:

    • Created a custom field called "Asset ID" on work orders — we use the customer's equipment serial number
    • Tag each work order with equipment type (HVAC, refrigeration, etc.) so we can filter reports
    • Set up recurring work orders tied to the customer record, not the asset itself — this is the limitation

    Pro tip: We add the asset details in the work order notes template so techs see the full history when they open the job. Not automatic, but they know to scroll down and check previous visits.

    The big gap is that FieldPulse doesn't have a true "asset" object with its own lifecycle. You're basically using work orders as your audit trail. Works for service history, not great for warranty tracking or depreciation.

    We export to CSV monthly and sync with our finance system for the actual asset register. Bit manual but keeps everyone aligned.

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  • We've been doing something similar for about a year now. Not perfect, but it works.

    What we ended up doing:

    • Created a custom field called "Asset ID" on work orders — we use the customer's equipment serial number
    • Tag each work order with equipment type (HVAC, refrigeration, etc.) so we can filter reports
    • Set up recurring work orders tied to the customer record, not the asset itself — this is the limitation

    Pro tip: We add the asset details in the work order notes template so techs see the full history when they open the job. Not automatic, but they know to scroll down and check previous visits.

    The big gap is that FieldPulse doesn't have a true "asset" object with its own lifecycle. You're basically using work orders as your audit trail. Works for service history, not great for warranty tracking or depreciation.

    We export to CSV monthly and sync with our finance system for the actual asset register. Bit manual but keeps everyone aligned.

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  • in reply to Josh Mercer

    Josh, thank you for this detailed response. The approach of utilizing custom fields and tags is consistent with what I had considered.

    I have a follow-up question regarding your data export process. Do you employ the standard CSV export functionality, or have you implemented an automated solution via the API? I am concerned about maintaining data consistency if the process relies on manual execution.