For Office team · Technicians
Equipment, on-site units & stock
Track company tools, equipment installed at customer sites, and the consumable stock your team uses on jobs.
Assets is an optional module (Configuration → Features) covering three related things: company tools (equipment you own, like sprayers or vans), on-site units (equipment installed at a customer's premises, like a bait station or an AC unit), and stock (consumables your team uses up on jobs, like chemicals or filters).
Company tools
Register your equipment with a category, an optional warehouse or depot storage location, and an optional warranty. Assign it to a technician or a vehicle, track its status (available, assigned, in maintenance, on-site, lost, retired), and set up maintenance plans — for example, an oil-change plan on a van that reminds you when the next service is due. If a tool genuinely goes missing, mark it lost (and mark it found again later) rather than deleting it, so the history stays on record.
Note — Equipment placed on-site at a customer (linked to an on-site unit) can't start maintenance until it's collected first.
On-site units
These are units installed at a customer's location — a bait station for pest control, or an AC unit for HVAC. Install one from a job, track its make/model/serial, set up service reminders, and mark it for collection when the job or contract ends. HVAC workspaces can also log refrigerant events and equipment certificates against a unit.
Stock
- 1
Set up your catalog
Assets → Configuration → add stock items with units and optional selling/cost prices.
- 2
Receive stock
Record deliveries into your warehouse — or use Purchasing for a full purchase-order trail with a supplier.
- 3
Issue to technicians
Issue stock to a technician's van; they log usage on jobs (which deducts automatically) or record ad hoc usage from My stock. If stock needs to move from one technician's van to another's, use a direct tech-to-tech transfer instead of routing it back through the warehouse first.
- 4
Watch low-stock alerts
Get notified when an item runs low so you can reorder before it runs out.
Note — Stock with a selling price automatically shows up as an extra line on the job's invoice, and its cost feeds into that job's profit margin.
Stock holdings & movements
Every receive, issue, return, transfer, and usage is a movement, and it all adds up to a running holding for each item, in each location or technician's van. The Holdings ledger gives you one workspace-wide view of that — every item's current holdings and its full movement history, filterable by period and movement type — instead of having to open each stock item one at a time to piece together where everything is.
Shift stock counting (optional)
For consumables you measure by fill level rather than by the unit — a drum of pesticide, for example — you can turn on shift stock counting for the items that need it. Technicians (or the office) record a start-of-shift and end-of-shift count, and the system checks it against what the books say should be there.
Note — A start-of-shift count has to match the technician's current system holding — if the physical amount and the books disagree, you issue more (if there's a surplus) or record a return (if there's a shortfall) before the count is accepted. This keeps the whole reconciliation trustworthy from the very first count of the day, not just at the end.
Example: an HVAC annual maintenance unit
Registering and servicing installed equipment
You install a customer's AC unit and register it as an on-site unit with its make, model, and serial number. You add two maintenance plans — a filter change every 3 months and an annual full service — and Overden Field generates the visit jobs automatically as each becomes due, with the right checklist attached.
Related docs
Purchasing
Buy from suppliers the proper way: purchase order → goods receipt → vendor bill, with an audit trail throughout.
Industry packs
Turn on the pack that matches your business to get the right labels, checklists, and tools out of the box.
Dispatch
Create, assign, track, and close out field jobs from the dispatch board — the operational heart of the app.
Technician app
What your field team sees on their phone — job board, on-site steps, payment collection, and working offline.
Invoices
Bill customers, record payments, and handle proforma invoices, credit notes, and B2B statements.