The AssetCenter manual

What AssetCenter does, how the unified timeline and the dashboard fit together, and how to find your way around this manual, from setup to reports.

Create a permanent Free AssetCenter account with no credit card, sign in for the first time, and follow the welcome checklist to set up categories and assets.

How the permanent Free account for 25 assets compares with the Starter, Growth and Professional plans, their 14-day trials and AI Asset Assistant allowances.

Open the main menu, search for any record, add assets, people, locations and subscriptions, and jump between the main pages with the keyboard.

Create the asset and subscription categories your records are grouped by, and set their end of life, useful life and notification rules.

Extend an asset or subscription category with your own fields, such as odometer readings or account PINs, choose each field's type, and mark it required.

A card-by-card tour of the AssetCenter dashboard: key metrics, to-dos, GPS locations, the asset chart, end-of-life assets, subscription costs and recent activity.

Searching, sorting, filtering and choosing columns on the asset, subscription, people and location lists, and saving the view you want as your default.

Ask questions about your assets, subscriptions, people and locations, use the record on your screen as context, get help using AssetCenter, research product specifications, save a chat to a timeline, and download answers as Excel or CSV files.

To-dos in AssetCenter: create a task on any asset, subscription, person or location, assign it with a due date, and see what is outstanding on the To-dos page.

Scan an asset tag or QR code with your phone camera to jump straight to that asset, or create it on the spot if it is not in the system yet.

Keyboard shortcuts for AssetCenter: open the main menu with Command or Control + K, jump between the main pages, and enter today's date in any date field.

Record a new asset: its details and category, how it was acquired, its initial person or location assignment, whether it is a component, and its warranties.

Add a subscription in AssetCenter and choose its billing type: recurring, lifetime or free. Then enter the payment interval, cost per license and contract term.

Record a new person, give them a start date to put their onboarding on the timeline, and mark them as external when they do not belong to your organization.

Add a location in AssetCenter, such as a headquarters, yard, home or remote office: upload a photo, set its type, and mark it temporary with an end date.

The asset record in AssetCenter: the overview and costs, current assignments and components, the lifecycle timeline, and everything under the actions button.

The subscription record: overview, current assignments, the timeline, everything under the actions button, and pausing, cancelling or retiring a subscription.

The person record: overview, current assignments, the timeline, everything under the actions button, and how to merge duplicate people.

The location record in AssetCenter: the overview, the assets, subscriptions and people assigned there, its spaces, the timeline, and the actions button.

The six AssetCenter reports, from depreciation and subscription costs to end of life, events and maps, and how their filtering, sorting and Excel export work.

Current-year depreciation, accumulated depreciation and net book value for every asset, by straight-line, declining balance, sum-of-years' digits or MACRS, with your fiscal year.

How old every asset is, when it reaches end of life, and who is holding it, so replacements can be planned rather than reacted to.

Every event logged on your assets, people and locations, in one table per tab, for spotting repeat repairs, tracking onboarding and reviewing site inspections.

What each recurring subscription costs on its billing cycle and what it has cost since you started paying, listed together in one table you can sort.

Your locations plotted on a map with the number of assets at each, how they get there, the filters, and what to do about locations that will not appear.

Follow one asset through time: every location it has been assigned to, how long it was there, how often it came back, and what happened at each place.

Connect a GPS tracker to an asset, read its live position, replay where it has been, and see every tracked asset on one map.

The user menu: switching between organizations, light and dark mode, editing your own details, notifications, the devices you are signed in on, and how two-factor authentication is set up.

Manage the organization itself: its name and logo, the sign-in method and SSO, exporting your data, and deleting the organization.

Invite and manage the users in your organization, and set admin rights and granular user permissions, and choose where billing emails are sent.

See which AssetCenter plan you are on, compare your asset and AI Asset Assistant usage with its limits, change plans, and download your invoices.

Create API tokens for integrations, choose what each token can do and how long it lasts, and revoke tokens you no longer need.

Import assets, subscriptions, locations and people in bulk from the Excel templates, including custom fields, with a validation step that flags problem rows.

Create asset categories before adding assets. AssetCenter ships with none, so you set up the ones that fit, such as laptops and phones or cars and light trucks.

Create subscription categories before adding subscriptions. AssetCenter ships with none, so set up your own, such as internet providers and software.

The acquisition, lifecycle, decommission and condition events that ship with AssetCenter, and how to add your own with icons, cost categories and custom fields.

Log onboarding, offboarding and other milestones on a person, customize the event types, and let an event change the person's status.

Log inspections, maintenance and other events on a location, customize the event types, and let an event change the location's status.

Connect an external AI client to AssetCenter with an API token, choose read or full access, and use MCP tools to search, update, upload and export your data.

Connect Microsoft Entra ID to keep People in step with your directory: choose the groups to sync, decide whether new people are added automatically, and work through the Inbox.

Connect Microsoft Intune so the Windows PCs, Macs, phones and tablets you manage arrive in AssetCenter with their serial number, model, user and network addresses.

Connect Apple Business to AssetCenter so the Apple hardware your organization owns arrives with its order number, purchase date and AppleCare coverage already filled in.

Download AssetCenter for iPhone and iPad, sign in or create an account, use two-factor authentication, or install AssetCenter from the browser on Android.

Find your way around AssetCenter for iPhone and iPad: the tab bar, the scan and add buttons, lists and filters, the account menu, search and notifications.

Home in AssetCenter for iPhone and iPad: shortcuts, dashboard cards and their options, customizing which cards appear, and working through your to-dos.

Scan an asset tag or serial number with AssetCenter for iPhone and iPad to open the asset, or create it on the spot when the code isn't in AssetCenter yet.

Add assets, subscriptions, people and locations in AssetCenter for iPhone and iPad: the add menu, every field on each form, pickers, saving and drafts.

Work with an asset in AssetCenter for iPhone and iPad: its details and assignments, the three action menus, notes, events, to-dos, attachments and the timeline.

Work with subscriptions, people and locations in AssetCenter for iPhone and iPad: their menus, billing and contracts, assignments, spaces and timelines.

Use the AI Asset Assistant in AssetCenter for iPhone and iPad: what it knows about the screen you're on, AI sharing, suggestions, and your conversations.

See tracked assets on the map in AssetCenter for iPhone and iPad, follow one live, and replay the route it took over a day or a period you choose.

Change your name, photo, password, time zone and two-factor setting in AssetCenter for iPhone and iPad, log out, or delete your account from the app.

Administrator settings in AssetCenter for iPhone and iPad: your organization, users and permissions, plan and billing, categories, custom fields and event types.