Hardfin user guide
  • Welcome
  • Getting started
    • Start from scratch in 5 min
    • Start with existing data in 30 min
  • Core modules
  • Get set up (configure)
    • Customers
    • Locations
    • Products
      • Manage product fields
    • Parts
  • Source and build (warehouse)
    • Shipments
    • Inventory
    • Assemblies
  • Run your business (field)
    • Assets
      • Move assets
      • Manage asset metadata
      • Scrap assets at end of life
    • Projects
      • Manage project line items
      • Manage project time and costs
      • Manage project renewals
    • Assignments
  • Billing
  • Monitor the details
    • Search
    • Reporting
    • Notifications
    • Audit log
  • Manage your account
    • Account
    • Organization
      • User management
    • Integrations
  • Advanced Options
    • Sandbox
    • API access
Powered by GitBook
On this page

Core modules

PreviousStart with existing data in 30 minNextCustomers

Last updated 9 days ago

Hardfin offers three integrated modules focused on the three key phases of a hardware-as-a-service (HaaS) program:

  • Supply chain: pre-sale preparation

    • Assets - parts inventory tracking, building assemblies, asset completion

    • Project - CRM deal sync, line item planning, and solution pricing

  • Business operations: deal execution

    • Assets - finished goods inventory and logistics management

    • Projects - project management, task tracking, and deployment coordination

  • Field and service: ongoing value delivery

    • Assets - asset monitoring, status management, and field service

    • Projects - support for customer success operations

Naturally, assets can also repeat their lifecycle journey through returns and repairs. And projects can also renew their management through subscription extension or expansion.

Hardfin is designed as a suite of tools to work together. All modules are available to all customers. However, organizations do not have utilize all the capabilities from every module in order to take advantage of Hardfin.

Hardfin module overview