Asset and device management in the Service ERP.
Manage your customers’ equipment throughout its lifecycle, from installation and configuration to servicing, replacement and removal. Keep serial numbers, ownership, locations and service history connected, so your teams always know what equipment is installed, where it is and who is responsible for it.
Why this domain exists
Managing equipment involves more than knowing which devices your customers have. Your service team needs to know where each machine is installed, what its configuration looks like and which contract covers it.
When equipment information is stored in different systems or spreadsheets, keeping track of changes can be difficult. A device might move to another location, be replaced or reach the end of its service agreement without everyone having the latest information.
Nucleus keeps equipment records connected to customers, locations, contracts and service activity. Your teams can access the information they need, whether they’re responding to a service request, managing an installation or reviewing a customer’s equipment.
It also helps you manage the equipment lifecycle, giving you a clearer picture of which devices are active, which have been replaced and which may be approaching the end of their useful life.
Important functionality
MA5 brings together the information needed to manage your installed equipment, helping your teams keep accurate records throughout each device’s lifecycle.
- Installed baseKeep track of the equipment installed at customer locations, with each device linked to the correct customer and site.
- SerialsMaintain individual serial number records, making it easier to identify equipment and access its service and contract information.
- Ownership and locationRecord who owns each device and where it is installed, keeping information accurate when equipment changes hands or moves between locations.
- ConfigurationMaintain details of each device’s configuration, helping technicians understand the equipment they’re working with.
- LifecycleTrack equipment from installation through servicing, replacement and eventual removal, keeping its history connected throughout.
A week in the life of the installed base
A new device is recorded in Nucleus, including its serial number, customer, location and relevant equipment details.
When a customer reports an issue, the service request is linked to the correct device. Your technician can access its information and service history before attending.
When equipment is replaced, the old and new devices are recorded, helping your teams update the relevant customer, location and contract information.
When equipment is removed, its status and location are updated, helping ensure service coverage and billing records reflect the change.
What has to be true on the same record
Your customer, equipment location, serial number, service contract, product details and meter readings all need to be connected.
With Nucleus, equipment information stays linked to the rest of your business, helping your service, sales and accounts teams work with accurate records throughout each device’s lifecycle.
Works with
Connect individual devices to their service agreements, ensuring the correct contract coverage is associated with each piece of equipment.
Link installed equipment to its product information, including model details, compatible parts and consumables.
Keep meter readings connected to the correct device, supporting usage tracking and contract billing.
Manage equipment installations, moves, additions, changes and removals while keeping asset records up to date.
From the business
"The Service provided by CO3 Technologies and their revolutionary program, Nucleus. From the very first interaction, it was clear that CO3 Technologies prioritizes their clients' needs, ensuring a seamless and efficient experience every step of the way."
Armand Hendrikz, Product Manager & Systems Administrator — Taropa Technologies
Frequently asked questions
What is asset and device management in Nucleus?
It tracks your customers’ equipment through its lifecycle, from installation and configuration to servicing, replacement and removal, with serial numbers, ownership, locations and service history connected.
Can Nucleus track equipment by serial number and location?
Yes. Each device in your installed base has its own serial number record and is linked to the correct customer and site, so it stays accurate when equipment changes hands or moves location.
How do equipment records connect to service and contracts?
Each device links to its contract, meter readings and service history. When a job is raised, the technician can see the device’s details and history before attending.