Asset Management

What an asset includes

An asset typically includes:

• Name (required)
• Make / model / serial number (optional but recommended)
• Purchase price, purchase date, warranty expiration (optional)
• Category (optional)
• Notes (optional)
• Company (recommended)
• Status (required)
• Assignment (optional, available when status is “In Use”)
• Tags (optional)

Adding an asset

To add a new asset (item):

1. Navigate to Assets
2. Click New Item
3. Enter asset details (start with the basics):
   • Name
   • Make, Model, Serial Number
4. Set Status
   • If you choose In Use, you’ll also be able to assign it
5. (Recommended) Set Company
6. Optionally set:
   • Category, Notes
   • Purchase date, Warranty expiration
   • Tags
7. Click Create Item

Asset status (lifecycle)

Assets use statuses to represent lifecycle and availability:

• Available: in inventory, not currently assigned
• In Use: actively assigned to someone (contact or team member)
• Maintenance: temporarily unavailable while being serviced
• Retired: no longer in service
• Lost: missing / unknown location
• Archived: hidden from most views (historical)

Asset Assignment

When an asset is In Use, you can optionally assign it to:

• A Customer Contact (someone at the company)
• A Team Member

For guidance on who to assign, and how status affects assignment (including unassignment behavior), see Asset assignment & lifecycle.

Finding assets

The Assets list supports search + filters (status, category, company) to help you quickly find what you need.

Best practices

• Use “In Use” + assignment for anything currently deployed
• Keep serial numbers accurate (it’s the fastest way to confirm an item)
• Use notes for context (location, special handling, known issues)
• Use tags for reporting (vendors, models, compliance programs)