Track the tools, policies, assets and suppliers you rely on, each with an owner and files, and flag service, renewal and review dates to the owner when they're due.
Pick the register and fill in what you know. Only the name is required, so you can add the rest later.
Pick an owner and add dates. Wikidoc works out what's next.
Due dates appear on the owner's Home until they're handled.
An equipment register that knows what you own, who looks after it, where it lives, and when it is next due for a service.
Status, condition, serial number and location
Cost, warranty dates, receipts and photos
Service intervals with overdue items flagged
See who you buy from, what they supply, who owns the relationship, and when the contract or their insurance runs out.
Suppliers, vendors and the assets they supply
Contacts, contracts and insurance certificates
Renewal notice before each contract ends
Policies stop being PDFs in a forgotten drive folder. Each one has an owner, a review cycle, its text and the signed copy, and you can see at a glance which are due for review.
Purpose, scope and policy statement
Review cycle, next review and last update
Attach to process maps and training
List the tools your business runs on, with an owner, a link to sign in, and a status, so nobody has to ask who looks after the booking system.
Category, status and a sign-in link
Linked files, modules and programs
Attach to process map steps
Nobody has to remember to check the register. When a date comes up, it appears on the owner's Home page, and it stays there until someone updates the item.
Services from 7 days before due
Warranty and insurance from 30 days before
Renewals once the notice period starts
Each person's profile on the org chart lists the tools they own and the assets assigned to them, and so does their own account page. Owner names in Registers open that person's profile.
Tools and assets on each profile
Managers and Admins keep them current
Export any register to CSV
Reformers, treadmills and bikes with a service interval each, so the machine that needs a technician is on the studio manager's Home before a client finds out.
Suppliers, cleaners and pest control with their contracts and insurance certificates on file, and a reminder before either runs out.
Policies with an owner and an annual review, the software the firm runs on, and a CSV export when an insurer or auditor asks what you have in place.
Devices with serial numbers, receipts, warranties and cleaning intervals, linked to the checklists that keep them safe to use.
Four lists of what your business relies on: Tools (the software you use), Policies (with review dates and the signed copy), Assets (equipment, with warranties and service dates) and Providers (suppliers and vendors, with contacts, contracts and insurance). Every item can have owners, files and the dates that matter.
When a date comes up, the item appears under Needs your attention on its owners' Home pages: a service from 7 days before it's due, a warranty or insurance from 30 days before it ends, a policy review from 14 days before, and a contract renewal once its notice period starts. Registers don't send emails.
Everyone in your organization can view the registers and export them. Managers and Admins add, edit and delete items, and choose their owners.
Yes. Export CSV downloads the tab you're on, with only the rows you can see, so filter first to export part of a register.
Registers are part of the Team plan. If your organization leaves the Team plan, your registers stay and everyone can still view and export them, but nobody can change them.
They moved here. The org chart now shows people and reporting lines, and each profile lists the tools and assets that person owns, with a link to the item in Registers.
