Asset Management

Asset Management tracks physical assets owned by your organisation — equipment, devices, and similar items — from purchase through to assignment and eventual retirement.

Who can do this

Client Admin.

Set up asset categories

Go to Assets → Categories to create the categories you'll use to organise your assets (for example, "Laptops" or "Site Equipment").

Add an asset

1. Go to Assets → Asset List.
2. Click Add Asset, select its category, and fill in its details.
3. Save.

Assign an asset

Open an asset from the asset list and use the assignment option to allocate it to a specific staff member or location.

Track asset invoices

Go to Assets → Invoices to review invoices associated with asset purchases.