Asset Manager

Asset Manager

Developed By PC GNTX

Compatible with WHMCS v7.8

Manage and track assets in WHMCS!

Ever wish you could track physical items with WHMCS? How about servers, laptops, tools, or even customer assets? This module now makes that possible without needing a separate application.

Features

  • Custom Asset Groups and Fields
  • Customer Asset Tracking
  • View/Create Asset Links on Client Summary
  • Asset Intake Status
  • Asset Check-out/Check-in (Updated)
  • Link Tickets or other assets to Assets
  • Link Projects to an Asset if the WHMCS Project Management Addon is Enabled
  • Enter Asset Notes
  • Upload Files to an Asset
  • View Asset Logs
  • Different Prefixes per Asset Group
  • Allow Clients to View Their Own Assets in the Client Area (Configurable Permission)
  • Lease Physical Products to Clients (Both manually and automatically)
  • Link Product/Service to Clients
  • Log Work Completed with Service Logs
  • Search Assets by Custom Field
  • Custom Asset Statuses
  • Ability to Print Asset Information
  • Configurable File Type Uploads
  • Free 7 day trial available

Support is available from our client area.

 

Reviews

5 stars
1
1
4 stars
0
0
3 stars
0
0
2 stars
0
0
1 star
0
0

MK & AS Services Pty. Ltd. @adrian7118

July 6, 2017 at 05:39:33 AM

Great addon!
Quick responses for support.
We use it to not only manage physical assets, but passwords too!

  • 2 years ago
  • Version Number 2.0

Version Compatibility


Compatible with WHMCS v7.8

Full Version Compatibility


  • Selected versions of WHMCS v7.8
        7.8.0
  • All versions of WHMCS v7.7
  • All versions of WHMCS v7.6
  • All versions of WHMCS v7.5
  • All versions of WHMCS v7.4
  • Selected versions of WHMCS v7.3
        7.3.0
  • All versions of WHMCS v7.2
  • All versions of WHMCS v7.1
  • All versions of WHMCS v7.0

System Requirements


  • For WHMCS 7.5, IonCube 10.2 is required

* Requirements listed are in addition to the WHMCS default system requirements.

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By PC GNTX

Changelog

v2.2.0 Released August 30th, 2019

Latest Version


  • Custom Asset Statuses
  • Allow searching custom fields
  • Implement service logs
    • Service logs allow you to log tasks completed on an asset such as maintenance or items ordered. These can also be configured with custom fields.
  • Custom Fields - Date
  • Add support for TeamViewer usage
  • Allow assets to be leased manually or based on an order
    • Physical Assets can be automatically leased to a client based on an order.
    • Leased assets will display in customer assets in client area.
  • Allow assets to be linked to product/service
  • Redesign Check in/out and Intake screens
    • Check in/out screens now list staff from WHMCS.
    • Intake will only allow selection of clients or client contacts.
  • Ability Print Asset Information with custom CSS
  • Allow company name to show in dropdown instead of just customer name
  • Allow tickets to be opened and linked on creation
    • This uses a custom field. Do not change the name of this field or this feature will not work.
  • Configurable file types for asset files
  • Disallow deletion of Asset Group if assets are assigned
    • An option will be available to reassign assets to another group.
  • Utilize more efficient selector for client dropdown
  • Multi-Select Verbiage - Permissions page
  • Add description to link ticket modal
  • Change "Company" to company name from WHMCS settings

Misc:

  • Asset Types have been renamed to Asset Groups
  • All current assets listed as checked out, will be checked in on upgrade due to changes in the process. Existing checked out items are copied to the asset notes.
  • Other miscellaneous UI tweaks and bug fixes

 

Previous Versions


v2.1.2 Released July 23rd, 2018

View/hide detailed changelog

This is a minor release focusing on bug fixes and minor functional enhancements. Please note the instructions in the README file.

Issue #288: Error: curl: (35) Peer reports incompatible or unsupported protocol version.

Issue #290: Fixed issue of being locked out if license server cannot be reached

Issue #295: Client not selected from drop down when creating new asset from summary screen

Issue #299: Some code is not processed once encoded

Issue #300: Error not displaying with version mismatch

Task #286: Add installation instructions to archive

Task #294: Do not display version error when no response received

Task #297: Update Active Tickets count when viewing specific client

Task #302: Increase amount of time between remote license checks - Purchased License

 

v2.1.1 Released December 30th, 2017

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Bug fixes

 

v2.1 Released November 27th, 2017

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NOTE: After upgrading, make sure to clear your browser cache. Elements will not display properly if you don't.

Issue #258: Dashboard block "Total Assets" displays wrong value when hiding retired assets

Issue #260: Date display in 'Link Ticket' modal displays today's date and time

Issue #269: '&' breaks jQuery for Asset Type name

Issue #272: System logs do not include client names

Issue #278: License check not writing local key to database

Feature #266: Different prefix per asset type

Feature Request #265: Client view of assets from client area

Feature #267: Allow custom fields to be hidden from client view

Feature Request #268: Link assets to projects if Project Manager is enabled

Feature Request #276: Link multiple assets together

Task #259: Change dashboard block "Total Tickets" to display "Active Tickets"

Task #262: Redesign custom fields page

 

v2.0 Released June 19th, 2017

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NOTE: After upgrading, make sure to clear your browser cache. Elements will not display properly if you don't.

Bug #251: File information entered into database on error

Issue #253: Edit asset gives error with no custom fields

Issue #257: Asset files not deleted when asset is

Feature #227: Advanced Permissions

Feature #228: Allow copying asset type

Feature #229: Allow searching assets

Feature Request #245: Custom Field - Encrypted password

To-do #197: Searchable Customer Selector

To-do #223: Redesign Pages

To-do #226: Clean up message boxes

To-do #233: Show asset type name on fields sort

To-do #234: Show field description on form page

To-do #237: Remove checkbox separate sort

To-do #238: Allow dividers as custom fields

To-do #239: Allow hiding "retired" assets

To-do #241: Edit Navigation bar

To-do #246: Add "powered by" footer

To-do #247: Allow asset types to be reordered

To-do #255: Create setting for Asset ID length

To-do #256: Add dashboard summary

 

v1.0.1 Released March 8th, 2017

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Bugfix - Fixed an issue with linking tickets that included non-numerical characters.

 

v1.0 Released January 18th, 2017

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Initial Release

  • This module was primarily designed for computer service and repair companies, but will work just as good for anyone looking for asset management.

 

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