Quick start

This page is the short version of the manual. It shows you the three buttons you will use most, then the two steps that get your records into AssetCenter: creating categories and running a bulk import. Each part links to the page that covers it in full.

If you do not have an account yet, create one first. It is free and takes a minute.

The navigation bar#

The navigation bar runs across the top of every page and stays in place as you scroll. Your organization's name is on the left, the AssetCenter button is in the middle, and the + button and your avatar are on the right.

The AssetCenter button#

The AssetCenter button in the middle of the bar opens the main menu. You can also open it from anywhere with Ctrl / Command + K.

The main menu is how you move around the app:

• The search box at the top jumps straight to an asset, subscription, person or location. Start typing and the results fill in.
• The main pages are Dashboard, Assets, Subscriptions, People, Locations and To-dos. They can also be reached with Ctrl / Command + 1 to 6.
• Reports expands to show the reports you have access to.

See the main menu for more.

The + button#

The blue + button on the right of the bar is how you add anything new. It opens a menu with Asset, Subscription, Person, Location and Bulk Import.

Below those is a Setup section with Categories and Events. This is where you define the categories your records are grouped by and the events you can record against them. You only see the options your role allows, so a colleague's menu may look different from yours.

Your avatar#

Your avatar on the far right opens the user menu. It shows your name and email address, with shortcuts to the settings pages: Organization, Integrations, Users, Plan & Billing and Signed-in devices. Organization, Integrations and Plan & Billing are only shown to administrators.

The same menu switches between light and dark mode and is where you log out. See your account for the details.

Create your categories#

Assets and subscriptions are grouped by categories, and every asset and subscription needs one. AssetCenter does not come with any, so that you can set up the ones that fit your organization: Laptops, Phones and Desktops for IT, or Cars, Light Trucks and SUVs for a fleet.

To create a category:

1. Press the + button and choose Categories under Setup.
2. Use the Assets and Subscriptions toggle at the top of the page to pick the kind of category you are creating.
3. Press Add Category.
4. Give the category a name and, if it helps your team, a description.
5. For an asset category, set the End of Life and Useful Life. End of life decides when assets in the category are flagged for replacement, and useful life is used to calculate depreciation.
6. Choose which email notifications you want for the category, then press Add Category at the bottom of the page.

Once a category is saved you can add custom fields to it, such as a service tag or a license key. See custom categories and custom fields for the full walkthrough.

Bulk import your records#

If you already keep your records in a spreadsheet, a bulk import is the fastest way to get them into AssetCenter. Press the + button and choose Bulk Import.

The page has four tabs, Assets, Subscriptions, People and Locations, and each kind of record is imported separately.

1. Use Download Import Templates in the top right corner to download the Excel template for the kind of record you are importing.
2. Fill in the template with your records, one per row.
3. Open the matching tab and upload the completed file in step 1.
4. Press Validate Import. Any problems are listed with the row they are on, so you can fix the spreadsheet and upload it again.
5. When no errors are found, press Process Import to bring the records in.

When importing assets you can turn on Create Categories, Create People and Create Locations. The import then creates any category, person or location named in your spreadsheet that does not exist yet, so you can import assets without setting those up first. Categories created this way have only a name, so open them afterwards to set their end of life, useful life and notifications.

See bulk import for importing into custom fields and checking a spreadsheet before you upload it.

What's next#

With categories in place and your records imported, the dashboard starts to fill in. From here you can add assets one at a time, record events against them and explore the reports.