Passport365

Nathan Whiteman

Manage your Assets, create Service Contracts and Service Plans

Asset Management and Service Contracts

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

Asset Management Overview

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

Asset service due date

How to add multiple assets to a single job

Adding multiple assets to a job

Categorising your Assets for easier filtering and management

Asset Categories

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

Asset Custom fields

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

Asset Template

Managing Warranty agreements on Assets you manage

Warranty Agreements

Assets

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

Service Plans

How to export and send contract details to your customers

Sending/Exporting a contract summary

How to send customers contract renewal emails prior to contract expiration

Contract renewal reminders

How to view and create invoices against your contracts

Billing - How to invoice your contracts

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

Service Contracts

Login to Passport365

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.