Passport365

Tim Rattley

Manage your Assets, create Service Contracts and Service Plans

An overview of what you can do with the Passport365 Asset management module.

How to manually add the assets next service due date and send a reminder.

How to add multiple assets to a single job

Categorising your Assets for easier filtering and management

Asset Custom fields
How to collect additional data for your Assets using custom fields

Create Asset templates that can be reused. 
Great for companies who manage the same model of asset regularly.

Managing Warranty agreements on Assets you manage

Creating and adding service plans which can be used as part of a service contract

How to export and send contract details to your customers

How to send customers contract renewal emails prior to contract expiration

How to view and create invoices against your contracts

Create service contracts that helps keep your customers planned maintenance on time, every time

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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