Customers
Customer assets
How to track customer-owned equipment, subscriptions, installed products, service events, attachments, and reminders in QuoteNode.
Customer assets
Customer assets are records for things a customer owns, uses, subscribes to, or needs service around. They connect sales history with future renewal, maintenance, and support opportunities.
Use assets when the customer relationship depends on more than a contact record and an offer list.
What to store as an asset
Common examples:
- installed equipment,
- devices or serial-numbered products,
- software subscriptions,
- service contracts,
- warranty-covered products,
- delivered bundles,
- systems that require periodic maintenance.
Asset information
An asset can store operational details such as:
- customer,
- type and status,
- serial number,
- part number,
- manufacturer and model,
- quantity and unit,
- purchase or delivery date,
- warranty end date,
- subscription dates,
- maintenance schedule,
- notes.
The exact fields you use should match the way your team sells and supports the product.
Service events
Service events record what happened to an asset over time.
Use them for:
- installation,
- maintenance,
- repair,
- inspection,
- replacement,
- customer visit notes,
- internal service history.
This keeps follow-up context attached to the asset instead of spread across emails or personal notes.
Attachments
Assets can have attachments such as photos, documents, certificates, service reports, or customer-provided files.
Before uploading sensitive files, make sure your deployment backup and retention rules match your privacy requirements.
Reminders and renewal work
Warranty dates, subscription dates, and maintenance dates help sales and service teams find follow-up opportunities.
Examples:
- renew a service contract before expiry,
- propose replacement before warranty ends,
- schedule preventive maintenance,
- prepare an offer based on the customer’s installed base.
Relationship to offers and deals
Assets are customer context. They can inform offers, renewals, and deal work, but they do not replace the offer lifecycle or accounting workflow.
Use assets to understand what the customer already has and what may need attention next.