Want to ditch those messy spreadsheets and upgrade your asset tracking? Using ERP•AI, I transformed our company's asset management from chaos to clarity in under an hour. Here's your step-by-step guide to doing the same.

Step 1: Build Your Asset Management System with the 'Create App Agent'

Step into ERP•AI, paste your prompt and let's build "AssetFlow Pro."

Here's the winning prompt that got us started:

1.  Asset Registration & Cataloging
- Tag System (E####, F####)
- Details + Photos
- Categories: IT/Furniture/Supplies
- Condition Tracking

2. Location Control
- Multi-office Tracking
- Staff Assignment
- Movement History
- Remote Assets

3. Finance & Vendors
- Cost Recording
- Vendor DB
- Purchase Timeline
- Value Analytics
- Warranty Status

4. Staff Management
- Asset Assignment
- Multi-device Tracking
- Usage Logs
- Remote Equipment

5. Reports
- Location Stats
- Category Values
- Staff Allocation
- Vendor Metrics
- Custom Filters

Take a look at how the Create App Agent, uses your prompt to build you an app in minutes, not months:

Once you confirm, ERP•AI automatically creates:

• Master Tables - Ready-to-use databases for:
• Assets (with unique IDs, descriptions, photos)
• Employees
• Locations
• Vendors
• Asset Categories

• Views - Pre-filtered views for different roles assigned. Some view are:
• Assets by location
• Employee assignments
• Maintenance schedules
• Warranty expirations

• Role-Based Access - Customized permissions for:
• IT Managers
• Department Heads
• Facility Managers
• Regular Employees

• Synthetic Data - Test data to help you get started

• Dashboard – Highlights key metrics.

• Reports – Generates pre-configured reports for asset status, asset location, and vendor insights.

Step 2: Modify the App Using the 'Edit App Agent'

To customize AssetFlow Pro for your organization's needs, here's how I used the Edit App Agent:

1. Select the Edit App Agent
2. Instruct the AI to modify the structure, such as:
• Add a column: "Insurance Coverage" in the Assets Table
• Add a column: "Insurance Expiry Date" in the Assets Table
• Add a formula field: "Days Until Insurance Renewal" in the Assets Table
3. Confirm changes.

That's it—your asset management system is now tailored to your needs!

Step 3: Create new Role Permissions with the Roles Agent

Using the Roles Agent, I can set up new access levels, here's how it is done:

• Give prompt to Roles Agent: "Create Role: Facility Asset Coordinator"

• Answer follow-up question of Roles Agent

• Review & Confirm Changes to finalize permissions for the newly created role.

Step 4: Set Up Team Members

With roles established, I used the Invite Agent to onboard team members:

1. Select Invite Agent and prompt the user’s email address and role you want them to be assigned to.

Step 5: Customize Metrics Using the 'Dashboard Agent'

To ensure the app shows meaningful insights, I used the Dashboard Agent. Here’s how you can too:

1. Navigate to Dashboard Agent and prompt the graph you want to generate; here I asked to look at number of assets per vendor. Save changes, and the dashboard updates dynamically.

Transform Your Asset Management Today

Going from spreadsheet chaos to a professional asset management system has never been easier. We've built AssetFlow Pro with tracking, workflows, analytics, and dashboards—all without writing a single line of code.

With ERP•AI, anyone can create enterprise-grade software effortlessly. Whether you're managing IT assets for a startup or tracking equipment across multiple corporate locations, you can launch your custom system today.

Try it yourself! Copy our Asset Management template: AssetFlow Pro 🚀