The AssetCenter manual

What AssetCenter does, how the unified timeline and dashboard fit together, and how to use this manual.

Create a permanent Free account, sign in for the first time, and know what to set up next.

How the permanent Free account differs from paid plans, trials, subscriptions, 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 a category with your own fields, such as odometer readings or account PINs, and mark them required.

A card-by-card tour of the home page: key metrics, to-dos, charts, expirations 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 asset inventory, use the open asset as context, research product specifications, and download answers as Excel or CSV files.

The forward-looking half of the timeline: what still needs doing, who it is assigned to, and when it is due.

Install AssetCenter on a phone or tablet home screen using PWA mode, including step-by-step iPhone directions.

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 the main menu, the main pages, and entering today's date on 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 warranty.

Record a new subscription and choose its billing type: recurring subscription, lifetime purchase or free.

Record a new person, and mark them as external when they do not belong to your organization.

Record a new location, set its type, and mark it temporary when it has an end date.

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

The subscription record: overview, current assignments, the timeline, and everything under the actions button.

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

The location record: overview, current assignments, spaces, the timeline, and everything under the actions button.

Where the reports live, and the filtering, sorting and Excel export that work the same way across all of them.

Annual depreciation, accumulated depreciation and net book value for every asset, and the three fields an asset needs to appear.

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 lifecycle event across every asset in one table, for spotting repeat repairs, recurring damage and the assets costing you the most attention.

What each subscription costs on its billing cycle and what it has cost since you started paying for it.

Your locations plotted on a map with the number of assets at each, 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, 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.

See which plan you are on, review asset and AI Asset Assistant usage, change plans, and download your invoices.

Import assets, subscriptions, locations and people from the Excel templates, including custom fields.

The first setup step: create the asset categories that everything else in AssetCenter hangs off.

The acquisition, lifecycle, decommission and condition events that ship with AssetCenter, and how to customize them.

Create the subscription categories you need before any subscriptions can be added.

Connect Microsoft Entra ID directory sync, choose the groups to import, understand what changes during a sync, and disconnect safely.

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.