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6 free asset management templates for all industries

6 free asset management templates for all industries

Hero author imageBy Ima Ocon
•
May 30th, 2025
•
6 min read
Hero image

Table of contents

  • Top asset management templates
    • 1. Asset management template
    • 2. IT asset management checklist
    • 3. ISO 27001 asset management template
    • 4. Office asset management template
    • 5. Real estate asset management report template
    • 6. Asset inventory management template
  • How to create an asset management template in Lumiform

On average, an organization has many assets that go untracked or are poorly managed, which often becomes costly. An asset management template helps you keep better track of these. It gives you a clear, consistent way to log, track, and monitor assets, whether you’re handling IT gear, heavy machinery, or company vehicles. 

With the asset management templates below, you can avoid duplicate purchases and reduce downtime. You’ll also be able to maintain accurate records across teams and locations. That’s especially important when audits roll around or when compliance depends on precise documentation.

Top asset management templates

Here’s a selection of templates for streamlining your asset tracking process and saving time on routine tasks:

  1. Asset management template

    Asset management template
    Use this templateSee details
    Assets can easily go missing when nobody knows who’s tracking them. This template allows you to centralize asset tracking, from acquisition to disposal. It captures details like asset type, location, assigned personnel, serial numbers, and current condition. The format is flexible enough to cover anything from manufacturing tools to software. Need to adapt it? You can easily add filters for asset categories or use conditional logic to trigger actions when something’s overdue for maintenance. It’s a practical way to create structure, minimize loss, and stay proactive with asset upkeep.
    Use this templateSee details
  2. IT asset management checklist

    IT asset management checklist
    Use this templateSee details
    When it comes to IT assets, missing one small detail—like a license renewal or overdue update—can lead to major security risks or unexpected downtime. This checklist enables you to stay ahead by keeping track of devices, software, network components, and their critical status updates. It’s designed to walk you through the lifecycle, from setup and assignment to regular maintenance and disposal. Pre-filled checkpoints cover details like device configurations, security protocols, and asset handovers. You can tweak it to include custom reminders, like password update intervals or software-specific patch notes.
    Use this templateSee details
  3. ISO 27001 asset management template

    ISO 27001 asset management template
    Use this templateSee details
    Compliance with ISO 27001 requires organized, auditable records of all your information assets. Use this template to identify, classify, and manage data-bearing assets in line with the standard’s requirements. It includes fields for asset ownership, data classification levels, storage locations, and access controls. Each entry ensures traceability and accountability, which are required during audits. You can personalize it by adding fields tied to internal risk assessments or integrate it with access rights reviews for even tighter controls. This template gives you a clear, professional framework to align asset management practices with ISO 27001 standards.
    Use this templateSee details
  4. Office asset management template

    Office asset management template
    Use this templateSee details
    This template brings order to shared equipment and tech setups across departments in the office. It lets you log assets like monitors, keyboards, phones, and peripherals along with who’s using them, where they’re located, and the condition they’re in. You can also track purchase dates, warranties, and expected lifespans so you can plan ahead for replacements. If your teams are remote or hybrid, add fields for shipping status or return dates to keep things smooth. Built with everyday administrative tasks in mind, this template simplifies asset accountability.
    Use this templateSee details
  5. Real estate asset management report template

    Real estate asset management report template
    Use this templateSee details
    Managing multiple properties involves looking at leases, maintenance, performance tracking, and of course, ROI. This reporting template keeps it all in check. It organizes property data like asset value, lease terms, occupancy rates, and operating expenses, giving you an overview of performance over time. You’ll also have the option to log capital improvements, tenant feedback, and upcoming maintenance, making it easier to plan strategically and avoid surprises. Whether you’re presenting to investors or just trying to keep your books straight, this template makes it easier to measure and grow your real estate portfolio.
    Use this templateSee details
  6. Asset inventory management template

    Asset inventory management template
    Use this templateSee details
    Too many teams rely on scattered spreadsheets or whiteboard notes to manage physical inventory. This template gives you a streamlined system to log, monitor, and update all your assets in one place. It covers essential details like asset type, quantity, serial numbers, storage location, and current status, helping you prevent duplicates, losses, or over-ordering. It’s especially useful for businesses managing large inventories across multiple sites or departments. To customize it, consider adding dropdowns for asset categories or automating flags for low-stock alerts to fit your internal process.
    Use this templateSee details

How to create an asset management template in Lumiform

Creating an asset management template in Lumiform means setting up a system that’s actually usable by your team, without sacrificing the details you need for solid documentation. You can start with one of the customizable templates above. Another option is to build your own with the AI form builder, which helps speed things up by suggesting fields based on your input.

Feel free to use a mix of input types, like dropdowns for asset categories, photo uploads to document conditions, and number fields for depreciation tracking. Your team can then log assets faster and more accurately, especially when they’re in the field or working across locations.

Since Lumiform works on mobile, your team can update asset records on the go, which is huge for warehouse staff or field technicians. If something’s missing or damaged, you can flag it right away and assign follow-up tasks directly.

Once the data’s in, use built-in analytics and reporting to track trends and make more effective asset decisions, like knowing when it’s time to replace equipment or which departments need more support.


Frequently asked questions

How can you improve asset visibility across departments?

Start by standardizing how assets are logged. Use the same naming conventions, location tags, and status codes across teams. Assign ownership for each asset so there’s accountability. Lumiform allows you to set up all departments to access the same real-time data, which avoids duplicated records and blind spots.

What’s the best way to handle lost or unreturned assets?

Have a clear check-in/check-out system tied to employee roles, and make asset returns part of your offboarding process. Flag overdue returns automatically and assign follow-up tasks to the right people. It also helps to track the value of each asset. Higher-value items may need stricter controls or user agreements to reduce risk.

How can you use asset data to cut costs?

Review maintenance history, repair frequency, and replacement cycles to identify underperforming or high-cost assets. If certain models break more often, switching vendors or upgrading early might save more in the long run. Also, use data to prevent overstocking. Seeing real-time usage trends helps avoid buying assets that sit unused in storage.

Author
Ima Ocon
Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.
Lumiform offers innovative software to streamline frontline workflows. With over 12,000 ready-to-use templates or custom digital forms, organizations can increase efficiency and automate key business processes. The platform is particularly user-friendly, offering advanced reporting capabilities and powerful logic functions that enable automated solutions for standardized workflows. Discover the transformative potential of Lumiform to optimize your frontline workflows. Learn more about the product

Related categories

  • Operational excellence
  • Facility management
  • General
  • Business processes
  • Inventory management

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