The AssetCenter Manual Jeremy Francis

  • Move Welcome to AssetCenter
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    Welcome To AssetCenter!

    Managing your organization's assets shouldn’t feel like an archaeological dig through spreadsheets, email threads, and mystery filing cabinets. You shouldn’t have to wonder where things are, who has them, or when the warranty runs out. AssetCenter exists to end the madness. It’s the straightforward, no-nonsense way to keep tabs on everything your organization owns and uses, without turning it into a second job.

    We built AssetCenter with a clean modern interface. We keep it simple, but not simplistic. Add your assets physical, digital, or both—and you’ll see the big picture instantly: who has what, where it’s located, what condition its in, whether its been lost or stolen, and when licenses renew. The information you need is right there, when you need it on one unified timeline.

    Getting up and running is as simple as opening an account and creating categories for asset and subscriptions.

    Lets get started with the sign up process.

    Welcome to AssetCenter 156 words
  • Move The Sign Up Process
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    The Sign Up Process

    The Sign Up Process
  • Move Create an Account
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    Create an Account

    Create you free account here at our register page.

    Sign up on the page with your name, organization name, email address and password.

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    Once you hit register you will be signed in to the home dashboard.

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    From here you can create custom categories for assets and subscriptions.

    Then you will be all set to start entering your assets, subscriptions, people and location.

    Your free account is free forever and it includes 10 assets, 10 subscriptions, 3 people, 1 location and 1 user account.

    Create an Account 90 words
  • Move The Plans
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    The Plans

    AssetCenter offers flexible plan options from personal plans for home users to business plans to fully custom plans for the enterprise.

                                                                                                                                         
    PlansPersonal LitePersonalPersonal Plus Starter Growth
    CostFree$5 / Month$10 / Month $50 / Month $150 / Month
    Assets1050100 500 2000
    Subscriptions102030 250 1000
    People3510 100 250
    Locations1510 100 250
    Login Users125 Unlimited Unlimited</t

    The Plans 168 words
  • Move Getting Started
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    Getting Started

    Getting Started
  • Move Custom Categories
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    Custom Categories

    Custom categories need to created first before you can enter assets or subscriptions.

    To get started creating your custom categories, click on your avatar in the top right corner and select either asset categories or subscription categories.

    Now that you are at the category settings page press the Add Category button to create a category.

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    New Category

    Start by naming your category, and if needed give it a description. The category description only lives in the settings page but can be useful to help your team understand the purpose of a given category.

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    Report Settings

    If this is an Asset Category then Report settings is the next section.

    End Of Life

    The End of Life field is used to decide when assets in your organizatio

    Custom Categories 348 words
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    Custom Category Fields

    Categories support custom fields so you can extend the asset or subscription to hold more details. For example maybe a category is a fleet of vehicles and you want to create a new field to hold odometer readings. Or you have a subscription for internet service providers and you need a field to hold the account pin code.

    You can create as many fields as you want for a category. The field types that you can create are text field, number, date, checkbox, Yes/No/NA slider, and phone number. You can also mark if these fields are required so every new asset or subscription will require you to enter data in that field.

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    Custom Category Fields 117 words
  • Move The Dashboard
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    The Dashboard

    The dashboard is the main home page. It serves to give you a snapshot of your deployed equipment and subscriptions as well as the current assignments to people and locations.

    The top card will show you the count of currently deployed assets and the total monthly cost of subscriptions in a given category.

    A end of life count will appear in the asset category cards if any deployed assets are end of life.

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    The table on the dashboard is toggleable between people and locations. The columns in the table will be categories you have selected to show on this table. This will allow you to see assets/subscriptions assigned to people by category and assets/subscriptions assigned to location by category.

    The dashboard settings button will allow you to show/hide the top cards if you do not want to see them. It will also allow you to change the identifier of the assets in

    The Dashboard 168 words
  • Move Mobile App
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    Mobile App

    AssetCenter does not yet have a mobile app that you can install from the app store. However you still have the ability to install AssetCenter on your phone or tablet using a method called PWA mode (Progressive Web App).

    To install AssetCenter go to the site and login.

    iPhone Install Directions

    To install on an iPhone press the ... menu in the bottom right corner of Safari. Select the first option Share, then scroll down to the + Add To Home Screen button. Finally press the Add button to add the icon to your home screen.

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    Mobile App 101 words
  • Move Adding Items
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    Adding Items

    Adding Items
  • Move Assets
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    Adding Assets

    To add assets, subscriptions, locations, or people you always will press the round + button in the top right hand corner. In the menu that pops up, select Asset.

    Asset Details

    To add an optional image of your asset select the Choose File button in the image section.

    Next it is required you select a category. If you have not setup any categories yet, go to the custom categories page to learn how to setup categories.

    Fill out the rest of your asset details, the name column is the only other required field in this section. If you want to record the condition of your asset select the appropriate option from the Asset Condition dropdown.

    Asset Acquisition

    The acquisition section is where you record details about how you got the asset. First enter the type was it purchased, gifted, etc. Then you can record where you acquired it from, the date and price.

    The salvage value is used for calculatin

    Assets 336 words
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    Adding Subscriptions

    To add assets, subscriptions, locations, or people you always will press the round + button in the top right hand corner. In the menu that pops up, select Subscription.

    Subscription Details

    First select a required category. If you have not setup any categories yet, go to the custom categories page to learn how to setup categories.

    Fill out the rest of your subscription details, the name column is the only other required field in this section.

    Next choose your billing type, this is required and will open up more columns to fill out based on the type. Your options are Subscription, Lifetime Purchase, and Free.

    If this subscription is a recurring subscription charge select Subscription, if this subscription is a one time upfront purchase selecte Lifetime Purchase and if this subscription is free select the free option.

    Subscription

    A subscription billing type will open up Billing Deta

    Subscriptions 278 words
  • Move People
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    Adding People

    To add assets, subscriptions, locations, or people you always will press the round + button in the top right hand corner. In the menu that pops up, select Person.

    Person Details

    To add an optional image of the person select the Choose File button in the image section.

    Next fill out the details section, the first and last name fields are required.

    If this person does not belong to your organization you can select the external person checkbox. A new field will appear allowing you to enter the name of that persons organization. On that persons profile they will have a badge marking them as an external person.

    People 112 words
  • Move Untitled
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    Adding Locations

    To add assets, subscriptions, locations, or people you always will press the round + button in the top right hand corner. In the menu that pops up, select Location.

    Location Details

    To add an optional image of the location select the Choose File button in the image section.

    Next fill out the details section, the name field is required.

    The Type field is designed to designate what type of location this is, a headquarters, yard, home, remote office, etc.

    The temporary checkbox is used when this location has an end date. When the temporary box is checked a location end date field will appear so you can enter an end date.

    Untitled 115 words
  • Move Managing Items
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    Managing Items

    Managing Items
  • Move Assets
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    Managing Assets

    Overview

    The asset header contains all of the details about the asset. The first row shows the category, asset tag number, condition, how long you have owned the asset, the status and the actions button.

    The second row is the name of the asset.

    The third row shows the rest of the asset details and any custom fields.

    Finally the fourth row contains the asset cost details. The purchase cost of the asset, the cost of the warranty, any repairs done on the asset and any maintenance done on the asset.

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    Assets 96 words
  • Move Subscriptions
    Subscriptions
  • Move People
    People
  • Move Locations
    Locations
  • Move Settings
    Settings
  • Move Imports
    Imports
  • Move Organizations
    Organizations