AssetOptics

What is AssetOptics

AssetOptics is an enterprise asset management (EAM) solution built natively on the Salesforce platform. Its main purpose is to help companies manage the entire lifecycle of their physical assets, such as facilities, equipment, and vehicle fleets. The software provides tools for maintenance, inventory management, and purchasing, all within the Salesforce environment. This allows businesses to connect their asset data directly with their customer relationship management (CRM) information. AssetOptics was founded by professionals with backgrounds in both engineering and software, aiming to provide a robust and affordable maintenance management solution. The company focuses on a customer-first approach to develop and enhance its product.

AssetOptics Features

AssetOptics offers a complete set of features for effective asset management.

• Asset Management: Get a full view of all your assets. You can track asset location, maintenance history, costs, and other important details in one central place.
• Work Management: Create and manage work requests and work orders. You can assign tasks to individuals or teams and track their progress from start to finish.
• Preventive Maintenance: Schedule maintenance tasks in advance to prevent equipment failures. This helps reduce unexpected downtime and extends the life of your assets.
• Inventory Management: Identify and track all your stock items and spare parts. This ensures you have the necessary parts available for maintenance and repairs without overstocking.
• Purchasing: Manage the procurement of parts and services with a catalog-based purchasing solution. You can create purchase orders and track them within the system.
• Mobile Access: Technicians in the field can access asset information, work orders, and inventory data from their mobile devices. This improves efficiency and data accuracy.
• Dashboards and Reporting: Use dashboards to see key performance indicators (KPIs) graphically. You can also generate custom reports to analyze maintenance operations and asset performance.
• Document Management: Attach important documents like manuals, warranties, and photos directly to asset records for easy access.

AssetOptics Pricing Plans

AssetOptics provides pricing plans based on the specific needs and size of a business. The pricing is not publicly listed, and interested customers need to contact the sales team for a custom quote. Typically, the plans are structured to serve different types of users.

• Small Team Plan: Designed for smaller organizations starting with EAM, offering core features for asset and work order management.
• Professional Plan: Suited for mid-sized companies, this plan usually includes advanced features like preventive maintenance scheduling and comprehensive reporting.
• Enterprise Plan: A complete solution for large organizations with complex asset portfolios. It includes all features, premium support, and options for custom integrations.

AssetOptics Free Plan

AssetOptics does not offer a permanently free plan. However, they provide opportunities to evaluate the software before purchase. Potential customers can request a free, live demonstration to see the solution in action and ask questions. They may also offer a free trial period, which allows you to use the full application in your own Salesforce environment for a limited time to test its functionality.

How to use AssetOptics

Getting started with AssetOptics involves integrating it into your Salesforce instance.

1. Installation: Find and install the AssetOptics application from the Salesforce AppExchange.
2. Configuration: Set up the application according to your company's maintenance workflows. This includes defining asset categories, work order types, and user permissions.
3. Data Import: Add your assets into the system. You can import existing asset lists or create new records for equipment, facilities, and vehicles.
4. Schedule Maintenance: Create preventive maintenance schedules for your critical assets to automate the generation of work orders.
5. Manage Work Orders: As maintenance needs arise, create work orders and assign them to technicians. Technicians can view and update these orders on their mobile devices.
6. Track Inventory: Use the inventory module to track spare parts used in work orders and manage stock levels.
7. Analyze Performance: Use the built-in dashboards and reports to monitor maintenance costs, asset downtime, and team productivity.

Pros and Cons of AssetOptics

Pros:

• Native Salesforce App: It works perfectly within Salesforce, allowing for seamless data flow between asset management and CRM.
• Comprehensive Features: Covers all key areas of EAM, from work orders to inventory and purchasing.
• Mobile Capability: Empowers field technicians to work more efficiently with mobile access to critical data.
• Improved Efficiency: Helps organizations streamline maintenance processes and reduce asset downtime.

Cons:

• Requires Salesforce: You must have a Salesforce subscription to use AssetOptics, which is an extra cost if you are not already a Salesforce customer.
• Potential Complexity: As a powerful EAM tool, it can have a learning curve for new users.
• Custom Pricing: The lack of transparent pricing on the website can make it difficult to estimate the initial cost.

AssetOptics integrations

As a native Salesforce application, AssetOptics is deeply integrated with the Salesforce Platform. This means it can connect and share data with any other application that also integrates with Salesforce. It uses Salesforce as a central hub for integrations.

• Salesforce Sales Cloud & Service Cloud: Connects asset data with customer accounts, contacts, and service cases for a 360-degree view.
• Accounting Systems: Integrate with software like QuickBooks, NetSuite, or Sage through Salesforce connectors to sync purchasing and financial data.
• IoT Platforms: Connect to IoT sensors on your equipment to trigger work orders automatically based on real-time asset condition data.

AssetOptics Alternatives

• ServiceMax: A powerful field service management platform also built on Salesforce. It is very strong for managing service delivery but also includes robust asset management features.
• IBM Maximo: A leading EAM solution for large enterprises. It is extremely powerful and customizable but can be more complex and costly. It offers connectors to integrate with Salesforce.
• UpKeep: A modern CMMS and EAM platform known for its user-friendly interface and mobile-first design. It offers an integration with Salesforce.
• Fiix: A popular cloud-based CMMS that helps schedule, organize, and track maintenance. It also provides a Salesforce integration through its marketplace.

AssetOptics API

Yes, AssetOptics provides API access through the standard Salesforce APIs. Because it is a native Salesforce application, all its data and objects are accessible via the Salesforce REST API, SOAP API, and Bulk API. Developers who are familiar with the Salesforce platform can interact with AssetOptics data just like they would with any standard or custom Salesforce object.

To get started, you need API access enabled in your Salesforce organization. You can then generate a security token from your personal settings to authenticate your API requests.

Here is a sample API call using a SOQL query to retrieve asset records:

curl https://yourInstance.salesforce.com/services/data/v58.0/query/?q=SELECT+Name,Id+FROM+ao_Asset__c -H "Authorization: Bearer YOUR_ACCESS_TOKEN"

AssetOptics Affiliate program

AssetOptics does not have a public affiliate program in the traditional sense. Instead, like many enterprise software companies on the Salesforce ecosystem, they likely operate a Partner Program. This program is designed for Salesforce consulting firms, implementation specialists, and resellers who help clients deploy and manage Salesforce solutions. If you are interested in becoming a partner, it is best to contact the AssetOptics sales or business development team directly through their website to inquire about partnership opportunities.