Whether you're running a business, managing personal assets, or overseeing inventory, staying on top of asset management can be a challenge. Assets can vary from physical items like equipment and machinery to intangible assets such as intellectual property and software licenses. Proper asset tracking is essential to ensure everything is accounted for, properly maintained, and used effectively.
The Asset Tracker Template in Stackby makes it easy to track, organize, and manage all your assets in a single place. With features such as customizable tables, real-time tracking, and powerful reporting capabilities, this template is designed to streamline asset management and provide insights into your asset performance.
Why Use the Asset Tracker Template?
Managing assets, whether for a business or personal use, requires careful attention to detail and organization. Some of the common challenges faced include:
- Loss or misplacement of assets
- Difficulty in tracking asset maintenance schedules
- Inability to monitor asset usage and depreciation
- Limited visibility over the status and location of assets
With the Asset Tracker Template in Stackby, you can tackle these challenges and improve your asset management process. This template allows you to track various asset details in one centralized platform and provides visibility into their status, location, and other critical information.
How the Asset Tracker Template Works in Stackby
This template consists of multiple tables, each designed to help you track and manage different aspects of your assets.
1. Asset Information Table
This table serves as the core of the Asset Tracker Template, where all essential asset information is stored. Key columns include:
- Asset Name – The name of the asset
- Asset Type – Categorize assets (e.g., office equipment, machinery, intellectual property)
- Asset ID/Serial Number – Unique identifier for each asset
- Purchase Date – Date when the asset was acquired
- Value – Original cost or market value of the asset
- Location – Where the asset is currently stored or located
- Status – Current status (active, in maintenance, decommissioned, etc.)
- Assigned To – Person or department responsible for the asset
2. Maintenance & Service Log Table
This table helps you track the maintenance and service schedules for your assets. Key columns include:
- Maintenance Date – Date when maintenance was performed
- Service Provider – The company or individual who performed the service
- Service Details – Description of the maintenance or repair conducted
- Next Service Due – Date when the next service or check-up is due
3. Depreciation & Value Over Time Table
Track how your assets depreciate over time, which is particularly useful for businesses handling fixed assets for tax or financial reporting. Key columns include:
- Depreciation Start Date – When the asset starts depreciating
- Depreciation Method – The method used for depreciation (e.g., straight-line, declining balance)
- Annual Depreciation – The yearly depreciation amount
- Current Value – The current book value of the asset after depreciation
4. Asset Disposal/Transfer Table
Keep track of assets that are no longer in use, either by being disposed of, sold, or transferred to another location. Key columns include:
- Disposal/Transfer Date – When the asset was disposed or transferred
- Reason – The reason for disposal or transfer (e.g., end of life, upgraded)
- Value at Disposal – The value of the asset when it was disposed of
Key Features & Benefits
- Centralized Asset Management – All asset details, including purchase, maintenance, and status, are tracked in one place.
- Customizable Asset Categories – Organize assets based on your needs (e.g., equipment, software, vehicles).
- Real-Time Tracking – Keep an up-to-date record of asset status, location, and ownership.
- Maintenance & Service Schedules – Stay on top of asset servicing and maintenance deadlines.
- Depreciation Tracking – Monitor asset depreciation for financial planning and tax purposes.
- Easy Collaboration & Sharing – Share asset records with team members, departments, or stakeholders for seamless collaboration.
- Automated Reports – Generate custom reports and visualize data for insights on asset performance.
Who Can Benefit from This Template?
- Business Owners – Keep track of company assets such as equipment, machinery, and office supplies.
- Facilities Managers – Ensure assets like HVAC systems, security equipment, and vehicles are properly maintained.
- Finance Teams – Monitor asset depreciation for accurate accounting and tax filings.
- IT Managers – Track software licenses, hardware, and IT infrastructure for efficient use and upgrades.
- Individuals – Personal asset management, such as tracking valuable items or household assets.
Getting Started with the Asset Tracker Template
- Copy the template to your Stackby workspace and set up asset categories that match your needs.
- Enter asset information including name, value, purchase date, and status into the Asset Information Table.
- Track maintenance schedules and assign service tasks in the Maintenance & Service Log Table.
- Monitor depreciation over time in the Depreciation & Value Over Time Table.
- Log asset disposal or transfers in the Asset Disposal/Transfer Table.
- Customize views and automate reminders for key events like maintenance or service due dates.