TEMPLATES · Operations

Assets & maintenance.
Already connected.

Know what you own, who is responsible, and which maintenance work is due.

2connected sheets
5ready-to-use views
2workflow rules
4optional examples
SHEET 1

Assets

Equipment, identifiers, and responsible people.

Fictional examples · Assets
NameStatusAsset IDOwnerLocationNotesMaintenance
Studio cameraAvailableCAM-001UnassignedEquipment shelfCamera body and standard lens.Annual equipment inspection
Meeting room displayIn useAV-002UnassignedMeeting room—Replace display cable
Fields and views included
NametextStatusstatusAsset IDtextOwnerpersonLocationtextNoteslong textMaintenancerelation

All items (table) · Gallery (gallery)

SHEET 2

Maintenance

Upcoming and completed service work.

Fictional examples · Maintenance
NameStatusOwnerStart dateDue dateResolutionAsset
Annual equipment inspectionPlannedUnassigned2026-10-052026-10-05—Studio camera
Replace display cableCompleteUnassigned2026-09-252026-09-26Replaced the cable and checked video and audio.Meeting room display
Fields and views included
NametextStatusstatusOwnerpersonStart datedateDue datedateResolutionlong textAssetrelation

All items (table) · Calendar (calendar) · Board (board)

THE PIECES WORK TOGETHER

Connected from the start.

  • Maintenance connects to Assets through Asset
YOUR OVERVIEW

Overview

  • Recordsmetric
  • Due next 7 daysmetric
  • Overduemetric
  • On the horizonagenda
  • Needs a datemetric
  • Assets by statusdonut
  • Records addedline
YOUR REPORT

Assets & maintenance brief

  • Executive summarytext
  • Recordsmetric
  • Assetsmetric
  • Assets by statusdonut
  • Records addedline
  • What matters nexttext
  • Assetstable

Make it yours.

Know what you own, who is responsible, and which maintenance work is due.

  • Tracks assets and maintenance. It is not a stock ledger, depreciation engine, or accounting system.

These previews use fictional examples from the same catalog as the app. Example records are optional when installing. You can rename fields, adjust views, and add your own work afterward. Templates are included in every planned launch plan.

YOUR NEXT CHAPTER

Big plans start here.

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