Platform
Document Management
Attach manuals, drawings, and inspection records directly to assets and work orders. Generate professional PDF outputs for work packages and purchase orders. Built on Salesforce Files for secure, searchable, and accessible storage from any device.
Comes with Salesforce
- Salesforce Files storage and search
- Version history on files
- Sharing and role-based access
- Upload from the mobile app
What AssetOptics Adds
- Generate any document you need from AssetOptics records, from work order packets to inspection reports and POs
- Documents attached to the asset, work order or PO they belong to
- Work packages with rich-text instructions
Key Capabilities
Document Generation
Generate any document you need from AssetOptics records, from work order packets and purchase orders to inspection reports.
Asset Documentation
Attach nameplate photos, equipment manuals, inspection certificates, and CAD drawings directly to asset records. Everything a technician needs in one place.
Work Order Packages
Build complete work packages with instructions, scope of work, photographs, and embedded links. Rich text fields support detailed, formatted documentation.
Mobile Document Capture
Field technicians photograph, document, and attach evidence to work orders from any mobile device. Capture conditions on-site in real time.
Compliance Documentation
Support regulated industry requirements including FAA, OSHA, DOT, EPA, and The Joint Commission. Electronic recordkeeping replaces paper logbooks and spreadsheets.
Secure Access Control
Built on the Salesforce security model. Access follows your Salesforce roles and sharing rules, and every update keeps the earlier versions.
Business Value
"The AssetOptics solution continues to serve us well and the ongoing support has always been excellent. If you are a Salesforce customer and in need of a CMMS solution, I would recommend AssetOptics."
See Document Management in Action
Try AssetOptics free with demo data. No commitment required.