Lumiform
Features Solutions Resources Templates Enterprise Pricing
Select a language
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
en
Contact salesLog in
Sign up
Back
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
Features Solutions Resources Templates Enterprise Pricing
Free demo
Log in
en
Book a personal demoView video demoContact sales
Explore
Resource hubCentral repository for all Lumiform resourcesCustomer storiesReal-world successes and experiences with Lumiform.
Learn
Template collectionsComprehensive collections of best practice templates.Topic guidesComprehensive safety, quality, and excellence insights.LexiconDefinitions key to quality, safety, and compliance.
Support
Developer's guideTechnical documentation for developers.Help centerAssistance with onboarding and platform mastery.
Featured reads
Explore our collection of 38 free preventive maintenance checklists

Template collection

Explore our collection of 38 free preventive maintenance checklists

Start reading
Your guide to performing and documenting efficient child care observation

Topic guide

Your guide to performing and documenting efficient child care observation

Start reading
Lumiform as customer journey mapping tool in gastronomy

Success story

Lumiform as customer journey mapping tool in gastronomy

Start reading
Book a personal demoView video demoContact sales
By industry
Food and hospitalityManufacturingConstructionRetailTransport and logisticsFacility managementView all industries
By business needs
Health and safetyQualityOperational excellenceRisk management and complianceView all business needs
By use case
Safety management softwareEnergy audit appForklift inspection appBuilding management softwareVehicle inspection appQMS appKaizen method appProperty inspection appRestaurant inspection appElevator management appProject management softwareFire inspection app
View all app uses
Book a personal demoView video demoContact sales
Overview
Template libraryDiscover over 12,000 free, ready-made and expert proofed templates.
Use cases
CleaningMaintenanceRisk assessmentSupply chainIncident management
Business needs
Health and safety managementQuality managementOperational excellenceRisk management and compliance
Industries
Food and hospitalityManufacturingRetailTransport and logisticsConstructionFacility management
Book a personal demoView video demoContact sales
Overview
Product overviewAll features
Capabilities
Digitize
Form builderMobile AppActions
Automate
Workflow automationApprovalsIntegrations
Transparency and accountability
ReportsAnalytics
Orchestrate
Administration
Book a personal demoView video demoContact sales
Templates
Asset management template

Asset management template

Track purchases, monitor maintenance, and manage asset lifecycles with a template built to support accurate, day-to-day documentation.

Use this template
or download pdf
Asset management template

Track purchases, monitor maintenance, and manage asset lifecycles with a template built to support accurate, day-to-day documentation.

Use this template
or download pdf

About the Asset management template

To keep operations moving and budgets under control, it’s critical to thoroughly monitor equipment across job sites or departments. This asset management template helps you log, monitor, and update key asset details all in one place. Whether you’re managing IT gear, company vehicles, or heavy-duty equipment, you can use this template to streamline documentation, stay ahead of maintenance, and make informed decisions faster.

When to use an asset management template

Proper asset management involves making efficient decisions based on the data. You’ll want to use an asset management template when you’re tracking high-value items across multiple teams, locations, or departments. It’s especially helpful when assets move frequently or require regular maintenance.

This template enables you to avoid costly downtime by keeping maintenance schedules and repair histories organized. Use it to manage IT hardware, vehicles, tools, or even office furniture—anything your business invests in and relies on daily.

You’ll also benefit from this template during audits or budget planning, when accurate records matter most. Whether you’re a facilities manager, operations lead, or internal auditor, having a standardized record keeps your workflow smooth and makes your data consistent.

Key elements of the asset management template

The template gives you a systematic way to track assets across their entire lifecycle, from acquisition to retirement. Here’s how you can make the most of the template:

  1. Asset identification: This is where you log essential details like asset type, description, serial number, and ID. It keeps your records clear and searchable. This is especially important when managing large inventories or similar equipment across locations.
  2. Purchase and warranty details: You’ll track purchase dates, prices, and warranty expirations. This helps with budgeting, planning replacements, and knowing when to contact vendors for service.
  3. Current location and responsibility: The template lets you assign assets to teams or employees and update their locations. This promotes accountability and minimizes loss or misplacement, which is crucial for mobile or high-value assets.
  4. Maintenance and repair tracking: Log scheduled maintenance, repair dates, and any notes. This supports preventive upkeep and helps you catch recurring issues early.
  5. Retirement and disposal information: Track when and how assets are retired—whether sold, recycled, or discarded—so your records stay clean and audit-ready.

Download Lumiform’s asset management template today

Start building consistent, accurate records without extra administrative work. With Lumiform’s template, you assign responsibility, track usage, and stay on top of maintenance without looking through scattered documents. Whether you’re coordinating across departments or managing a fast-moving inventory, you gain clarity and control where it counts.

Related categories

  • Operational excellence templates
  • Quality management templates
  • Facility management templates
  • General templates
  • Inventory management templates
  • Templates for business processes
Preview of the template
entity_item!!!
Page 1
Asset Information
Asset ID
Asset Type
Asset Description
Serial Number
Purchase Date
Purchase Price
Warranty Expiration
Asset Location
geolocation!!!
Department
Responsible Employee
Maintenance and Repair
Maintenance Schedule
Last Maintenance Date
Maintenance Notes
Repair History
Disposal and Retirement
Retirement Date
Disposal Method
Disposal Notes

More templates like this

ISO 27001 asset management template
ISO 27001 asset management template
Track ownership, classify risk, and document asset lifecycles with this template. It gives you a reliable structure to help organize key details across systems, devices, and data.
Inventory management templates
IT asset management checklist
IT asset management checklist
Track every device from purchase to retirement with a clear checklist. Stay organized with sections for hardware specs, software details, and maintenance history.
Inventory management templates
Office asset management template
Office asset management template
Track asset details, locations, conditions, and responsibilities in one place with this template designed for smarter office resource management.
Inventory management templates
Real estate asset management report template
Real estate asset management report template
Track property performance, financials, and tenant data in one place. This template streamlines reporting across your portfolio.
Inventory management templates
Asset inventory management template
Asset inventory management template
Monitor every asset your business owns, from purchase to retirement. This template enables you to track details, value, condition, and ownership.
Inventory management templates
Asset inventory template
Asset inventory template
Comprehensive inventory of organization's assets
Inventory management templates

Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

ISO 55001: Your essential guide for asset management excellenceThe Complete Guide to Asset ManagementAudit program: Key steps and best practices
See all topic guides

Template collections

See comprehensive collections of best practice templates related to this topic.

6 free asset management templates for all industriesTop 3 free asset inventory templates for businesses16 free policies and procedures templates
See all template collections

Use cases

Check out how the Lumiform software can be utilized for related use cases.

Asset management system softwareBuilding maintenance softwareInventory control softwareMaintenance management software
See all use cases

Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

What is process improvement?To whom is continuous improvement importantHow inventory management software can help you build an inventory management system4 ways process improvement increases profits

Frequently asked questions

What’s the difference between asset tracking and asset management?

Asset tracking is about knowing where an asset is and who has it. Asset management goes further, since it includes lifecycle data, maintenance records, depreciation, warranties, and disposal methods. While tracking is often real-time and location-based, management involves documenting history, planning future use, and making strategic decisions based on asset performance.

What types of businesses benefit most from asset management?

Any business with high-value or mobile assets benefits from asset management. Construction firms track tools across job sites, IT departments log hardware lifecycles, and logistics companies manage vehicle fleets. Even schools and hospitals rely on asset systems to maintain equipment, reduce downtime, and keep operations smooth. The key is repeat use and long-term asset value.

How do I improve accountability with asset management?

First, assign each asset to a specific team or person. Include a signature or name field when logging handovers. Add condition check-ins during transfers or scheduled reviews. This creates a record of responsibility that discourages loss and misuse. Also, regular internal audits keep your list aligned with what’s actually in use.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
Lumiform logo
Platform
HomeSign upProductAll featuresPricingEnterpriseTrust and securityCustomer success offeringsDownload the app
Solutions
IndustriesFood and hospitalityManufacturingConstructionRetailTransport and logisticsFacility management
Business needsHealth and safetyQualityOperational excellenceRisk management and compliance
Uses cases
Learn
Template collectionsTopic guidesLexiconHelp centerJournalInfographicsVideos
Resources
Lumiform templatesby industryby use caseby business needAll categories
Customer storiesDeveloper APIResource hubIntegrations
Company
AboutJobsLegalBook a demoContact sales
© 2025 LumiformTerms and conditionsPrivacyData processingSitemap
App StoreGoogle play