Free template
Free asset register template for tools and equipment
This free asset register template is one sheet with a row for every tool, laptop or machine your business owns: its tag, serial number, location, who holds it, what it cost, when its warranty ends and what state it is in. It is a CSV file that opens in Excel or Google Sheets. Download it, no sign up needed.
What is in the asset register template
The columns are asset tag, asset name, category, serial number, location, assigned to, assigned on, purchase date, purchase cost, supplier, warranty ends, condition, status and notes. Two example rows show the format; delete them before you start.
Give every asset a tag that never changes and never gets reused, even after the asset is disposed of. The tag is what you write on the label, and it is how a row stays the same thing for years.
- Asset register template (CSV)
One row per asset, with who holds it, where it is, cost, warranty and condition.
Keeping an asset register template accurate
Status is not condition
Status says where an asset is in its life, such as in use or in repair. Condition says what state it is in. Keep both.
Record who holds it
Fill assigned to and assigned on every time something is handed over, or the register cannot say where a tool went.
Keep disposed assets
Mark them disposed rather than deleting the row, so the history and the cost stay on record.
Check it physically
Walk round once in a while and compare what you see with the sheet. A register nobody checks drifts within months.
When the asset register template stops being enough
A sheet records what you typed. It cannot tell you that a drill is overdue back from a site, print a label, or show everything one person is holding when they leave.
The ExecCortex Asset Management app keeps the same register with statuses such as In stock, In use, In repair, Lost and Stolen, prints QR code and barcode labels, issues assets to a person or a site with a due back date, and keeps a Custody ledger of who held what and when. Holdings by person lists everything somebody holds, and Audits record what you actually found.
Moving from the template to Asset Management
1.Set up categories and places
Under Setup add the kinds of asset you hold, and under Places the rooms, vans and sites they live in.
2.Add your assets
Add each one with its category, place, status and cost, using your sheet as the source.
3.Print and stick labels
Open Asset labels and print the QR code and barcode labels.
4.Issue and return
Issue each asset to whoever holds it, and record returns with their condition.
Every screen is explained in detail in the Asset Management guide.
What it costs
Every workspace starts on the free plan, with no card required. Each app is then priced per workspace and switched on by itself, and capacity packs raise one limit at a time without moving you to a bigger plan. Prices below are read live from the platform.
See every price and capacity pack or read more about Asset Management.
Related: Tool tracking software, Free leave tracker template, or every use case.
Free template: common questions
Is the asset register template free?
Yes. The CSV file is free to download and use, with no sign up.
What is the difference between an asset register and an inventory list?
An asset register tracks things you keep and use, one row each. An inventory list tracks stock you sell or use up, counted by quantity.
Can I import the template into ExecCortex?
Not at the moment. Use it as your source and add each asset in the app when you move over.
Does it work in Google Sheets?
Yes. CSV opens in Google Sheets, Excel, Numbers and LibreOffice.
Give your team one place to work
Create a workspace, invite your team and import your first leads, all on the free plan.
- Free plan, no card
- Ready in a few minutes
- Cancel from inside the product