Medtenance CRM Features

Modules We Support

MedTenancE offers a comprehensive suite of modules to streamline medical equipment management, service tracking, and compliance workflows.

🗂️ Assets Master

The Assets Master module is the foundation of your asset tracking system. It centralizes all asset data—physical, digital, leased, or owned—into a unified dashboard.

Administrators can register assets with unique identifiers, categorize them by department, and monitor their lifecycle from acquisition to disposal.

It supports metadata like serial numbers, warranty dates, vendor details, and custodian assignments for full traceability.

Assets can be linked to service calls, preventive care schedules, and AMC contracts for seamless integration.

This module is essential for audits, compliance, budgeting, and operational efficiency.

  • Centralized asset registry
  • Lifecycle tracking with timestamps
  • Warranty and compliance documentation
  • Custodian assignment and accountability
  • Integration with service and maintenance modules

🛠️ Work Order

The Work Order module streamlines task management across technical and operational teams. It enables users to create, assign, and monitor work orders with full transparency.

Each order includes priority levels, deadlines, asset links, and technician assignments for efficient execution.

Real-time updates allow teams to log progress, parts used, and completion notes directly from the field.

Work orders can be triggered by service calls, preventive care schedules, or manual requests.

This module reduces downtime and improves service delivery.

  • Create and assign tasks with priorities
  • Track technician progress and completion
  • Link to assets and service calls
  • Real-time updates and notifications
  • Performance analytics and reporting

📞 Service Call

The Service Call module captures incoming support requests and routes them to the appropriate teams. It acts as the first point of contact for issue resolution.

Calls are categorized by urgency, type, and asset association, with automated routing and escalation rules.

Each call record includes timestamps, caller details, and resolution history for accountability.

Technicians receive alerts and can respond directly through the dashboard or mobile interface.

This module enhances responsiveness and customer satisfaction.

  • Capture and categorize support requests
  • Automated routing and escalation
  • Caller history and resolution tracking
  • Mobile-friendly technician interface
  • Service performance metrics

🧰 Preventive Care

Preventive Care ensures assets are maintained proactively to avoid breakdowns and extend lifespan. It supports scheduled maintenance plans and compliance tracking.

Users can define maintenance cycles, assign tasks, and monitor completion across asset categories.

Checklists, reminders, and historical logs help ensure consistency and regulatory adherence.

Integration with Work Orders and Inventory ensures parts and personnel are available when needed.

This proactive approach reduces costs and improves reliability.

  • Scheduled maintenance planning
  • Compliance and checklist tracking
  • Automated reminders and alerts
  • Maintenance history logs
  • Integration with inventory and work orders

📋 AMC/CMC

The AMC/CMC module manages Annual and Comprehensive Maintenance Contracts with vendors and service providers. It ensures coverage and accountability for critical assets.

Contracts are linked to assets and service calls, with renewal alerts and performance tracking.

Users can monitor service levels, vendor response times, and contract compliance.

Budgeting tools help forecast costs and allocate resources efficiently.

This module supports strategic vendor management and operational continuity.

  • Track AMC/CMC contracts and renewals
  • Link contracts to assets and service calls
  • Monitor vendor performance
  • Automated expiry alerts
  • Budget forecasting and cost tracking

➕ Add AMC

The Add AMC module allows administrators to create new Annual Maintenance Contracts for assets requiring regular service coverage.

Users can specify contract duration, vendor details, service frequency, and covered components.

Each AMC entry is linked to relevant assets and includes renewal alerts and cost breakdowns.

It supports digital uploads of agreements, SLAs, and vendor credentials for compliance.

This module simplifies contract onboarding and ensures timely service coverage.

  • Create new AMC contracts with full metadata
  • Link contracts to specific assets
  • Set service frequency and terms
  • Upload documents and SLAs
  • Receive renewal alerts and cost summaries

📏 Assset Calibration

The Asset Calibration module ensures precision instruments and equipment are regularly calibrated to maintain accuracy and compliance.

Users can schedule calibration events, assign technicians, and log results with certification uploads.

Each calibration record includes asset ID, calibration date, next due date, and deviation metrics.

Integration with preventive care and AMC modules ensures coordinated maintenance.

This module is vital for labs, manufacturing, and regulated industries.

  • Schedule and log calibration events
  • Track deviation and accuracy metrics
  • Upload calibration certificates
  • Set next due dates and reminders
  • Ensure compliance with industry standards

🎬 Demonstration

The Demonstration module tracks product demos, training sessions, and technical walkthroughs conducted for clients or internal teams.

Users can schedule demos, assign presenters, and log attendee feedback and outcomes.

Each demo record includes topic, duration, location, and linked assets or services.

It supports multimedia uploads, presentation decks, and follow-up actions.

This module enhances client engagement and internal knowledge sharing.

  • Schedule and manage demo sessions
  • Track attendees and feedback
  • Upload decks and recordings
  • Link demos to assets or services
  • Generate follow-up tasks and reports

💰 Quotation

The Quotation module enables users to generate, send, and track service or product quotes for clients and internal requests.

Quotes can include itemized pricing, terms, validity dates, and approval workflows.

Each quote is linked to assets, services, or contracts for traceability.

Users can convert approved quotes into work orders or AMC entries.

This module streamlines sales and procurement workflows.

  • Create and send itemized quotations
  • Track status: draft, sent, approved
  • Link quotes to assets or services
  • Convert quotes to work orders
  • Maintain quote history and revisions

✅ Asset Acceptance

The Asset Acceptance module formalizes the handover of newly acquired or serviced assets into operational custody.

Users can log acceptance dates, responsible personnel, and condition reports.

It supports digital signatures, inspection checklists, and linked documentation.

Accepted assets are automatically registered in the Assets Master module.

This module ensures accountability and readiness before deployment.

  • Log asset handover and acceptance
  • Attach inspection and condition reports
  • Capture digital signatures
  • Link to procurement and service records
  • Auto-register accepted assets

📦 Inventory Master

The Inventory Master module tracks consumables, spare parts, and stock levels across locations and departments.

Users can log incoming stock, usage, reorder levels, and vendor details.

It supports barcode scanning, batch tracking, and expiry alerts.

Inventory is linked to work orders and preventive care for seamless replenishment.

This module ensures availability and reduces wastage.

  • Track stock levels and usage
  • Set reorder thresholds and alerts
  • Log vendor and batch details
  • Integrate with maintenance workflows
  • Support barcode and QR scanning

📊 Budget Entry

The Budget Entry module allows finance teams to allocate funds for asset acquisition, maintenance, and operations.

Users can define budget categories, fiscal periods, and approval workflows.

Each entry is linked to modules like AMC, Inventory, and Procurement for tracking.

It supports variance analysis, forecasting, and audit trails.

This module ensures financial discipline and strategic planning.

  • Define and allocate budgets
  • Track actual vs planned spend
  • Link budgets to operational modules
  • Enable approvals and audit logs
  • Support forecasting and variance analysis

🧾 License Master

The License Master module tracks software licenses, certifications, and regulatory permits across the organization.

Users can log license keys, validity dates, renewal alerts, and vendor details.

It supports document uploads, compliance checks, and usage audits.

Licenses can be linked to assets, users, or departments for accountability.

This module ensures legal compliance and operational continuity.

  • Track license keys and validity
  • Set renewal alerts and reminders
  • Upload certificates and permits
  • Link licenses to assets or users
  • Audit usage and compliance

🔄 Transfer

The Transfer module manages the relocation of assets between departments, locations, or custodians.

Users can initiate transfer requests, log approvals, and update asset metadata.

It supports digital handover forms, condition checks, and notifications.

Transferred assets are tracked with timestamps and updated ownership records.

This module ensures traceability and accountability during asset movement.

  • Initiate and approve asset transfers
  • Log condition and handover details
  • Update asset location and custodian
  • Generate transfer reports
  • Notify stakeholders automatically

📈 Reports Management

The Reports Management module provides customizable reports across all modules—assets, service, inventory, and finance.

Users can select parameters, apply filters, and export data in multiple formats.

It supports scheduled reports, role-based access, and visual dashboards.

Reports can be shared via email or integrated into BI tools.

This module empowers data-driven decision-making.

  • Generate custom reports across modules
  • Apply filters and export formats
  • Schedule recurring reports
  • Integrate with BI dashboards
  • Enable role-based access and sharing

🧩 Master

The Master module serves as the configuration backbone of the entire system. It defines reusable data structures, dropdown values, templates, roles, and validation rules that power every other module. Think of it as the control panel for your platform’s semantics and behavior.

Administrators can create and manage master records for asset categories, service types, vendor lists, location hierarchies, and more. These records ensure consistency across modules and reduce manual entry errors.

It supports multilingual labels, icon mapping, and UI customization, allowing you to tailor the interface to your organization’s branding and terminology.

Changes made in the Master module instantly reflect across all dependent modules, making it a powerful tool for scaling, onboarding, and maintaining data integrity.

This module is essential for system architects, admins, and developers who want full control over how the platform behaves and evolves.

  • Define reusable dropdowns and lookup tables
  • Configure asset categories, service types, and vendor lists
  • Map icons and labels for UI consistency
  • Set validation rules and default values
  • Enable multilingual support and branding customization

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