The AssetCenter manual

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

Register your organization, sign in for the first time, and know what to set up next.

What each AssetCenter plan includes, and how to start a trial or subscribe from inside the app.

Open the main menu, search for any record, 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.

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

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, whether it is a component of another asset, 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, and everything under the actions button.

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

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, how much of it you are using, 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.