Open Welcome

Welcome To AssetCenter!

Try AssetCenter today with a free account. We offer a free no credit card required account to try us out.

AssetCenter gives you instant visibility into your organization. Start by creating asset and subscription categories, then add your assets, subscriptions, locations, and people. Want to move faster? Use our Excel import templates to bulk-import your data and be up and running in minutes.

Use this user manual as your reference guide as you navigate the app.

Lets get started with the sign up process.

Open Create an Account

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.

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

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 25 assets, 10 subscriptions, 3 people, 1 location and 1 user account.

Open The Plans

The Plans

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

Every new account that signs up will start on the Personal Lite plan, it offers 25 assets, 10 subscriptions, 3 people and 1 location free forever no credit card required.

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Plans	Personal	Personal Plus	Starter	Growth	Professional
Cost	$5 / Month	$10 / Month	$50 / Month	$150 / Month	$300 / Month
Assets	50	100	500	2000	5000
Subscriptions	20	30	250	1000	3000
People	5	10	100	250	500
Locations	5

Open The Main Menu

The Main Menu

AssetCenter uses a unified menu to navigate the app. The AssetCenter logo in the top middle of the navigation opens the main menu. There is also a shortcut keyboard command. Ctrl/Command + K will open the menu.

The top search box is for quickly navigating to an asset, subscription, person or location. Just start typing and it will populate with the search results.

The Dashboard through To-do button are the main pages and can also be navigated to using the keyboard shortcut Ctrl/Commant + 1-6.

These reports turn your data into insight. Explore how assets, subscriptions, and costs move across your organization and export any report to Excel for deeper analysis or sharing.

Open Navigating The App

Open Custom Categories

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 user 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 asset

Open Custom Category Fields

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.

Open The Dashboard

The Dashboard

The dashboard is the main home page. It provides a centralized, real-time view of your organization’s assets, subscriptions, people, and locations.

The dashboard can be customized by pressing the customize button. This will allow you to re-order the cards on the page as well as hide the ones you do not want to see. The customization will be saved to your user profile for that organization and will persist until changed again.

Top Cards Key Metrics At A Glance

At the top of the dashboard, summary cards display high-level counts for:

• Deployed vs Available Assets – A snapshot of how many assets are currently assigned compared to those in inventory.
• Deployed vs Available Subscriptions – Visibility into active licenses versus unused or available subscriptions.
• Active People – The number of people currently tracked in the system.
• Active Locations – The number of locations managing or housing assets.

The hamburger buttons on the assets and subscriptions cards will all

Open Mobile App

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.

Open Tips and Tricks

Tips & Tricks

Keyboard Shortcut to the Main Menu is Command + K on Mac and Control + K on Windows

To quickly enter today's date on any date field, click on the date field and press the letter t on the keyboard.

All of the main pages have keyboard shortcuts.

• Dashboard page is Ctrl/Command + 1
• Assets page is Ctrl/Command + 2
• Subscriptions page is Ctrl/Command + 3
• People page is Ctrl/Command + 4
• Locations page is Ctrl/Command + 5
• To-dos page is Ctrl/Command + 6

Open Assets

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, leased, etc. Then you can fill out the fields for that acquisition type.

The salvage value is used for calculating

Open Subscriptions

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 select Lifetime Purchase and if this subscription is free select the free option.

Subscription

A subscription billing type will open up Billing Detai

Open People

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.

Open Locations

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.

Open Assets

Managing Assets

Overview

The Overview section provides complete details of the asset.

The first row displays key identifiers and status information, including the asset’s category, asset tag, condition, ownership duration, and current status.

The second row highlights the asset name.

The third row includes the remaining asset details along with any custom fields specific to the asset’s category.

The fourth row summarizes all cost-related information, including the purchase price, warranty cost, and any repair or maintenance expenses associated with the asset.

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Current Assignments

The current assignments section has a toggle, first is the currently assigned person and or location. Then press the toggle to see assigned subscriptions to the asset

Along with the name, this section will also include a badge indicating how long it has been since the assignm

Open Subscriptions

Managing Subscriptions

Overview

The Overview section provides complete details of the subscription.

The first row displays the category and the status.

The second row highlights the subscription name.

The third row displays the type of subscription and the cost.

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Current Assignments

The current assignment section lets you toggle between the people, location and asset assignments on this subscription.

Along with the name, this section will also include a badge indicating how long it has been since the assignment was made.

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Timeline

The timeline documents the complete lifecycle of each subscription from purchase through billing updates, to-dos, contracts, assignments and notes. Every activity is recorded in one place, and each timeline entry can be edited with a single click.

Comments and attachments are supported on all timeline entries

Open People

Managing People

Overview

The Overview section provides complete details of the person.

The first row displays title, department and status.

The second row highlights the persons name.

The third row displays address, email, phone number and organization.

The fourth row displays costs associated with the person.

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Current Assignments

The current assignment section lets you toggle between the assets, subscriptions and locations assigned to this person.

Along with the name, this section will also include a badge indicating how long it has been since the assignment was made.

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Timeline

The timeline documents everything that has been associated with this person. Every asset, subscription, and location. Including events this pe

Open Locations

Managing Locations

Overview

The Overview section provides complete details of the location.

The first row displays the type and status.

The second row highlights the locations name.

The third row displays address.

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Current Assignments

The current assignment section lets you toggle between the assets, subscriptions and people assigned to this location.

Along with the name, this section will also include a badge indicating how long it has been since the assignment was made.

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Spaces

If you add spaces to the location in the actions button, the Spaces section will appear below the current assignments. Spaces are essentially sub locations inside a location. They can be anything from a room, to a space, to a floor or anything el

Open Organization

Organization

The organization settings page is where you manage this organization. AssetCenter is designed to support multiple organizations associated with your email address.

Multiple organizations are useful if you use the same email address for multiple companies in the case you are a consultant. Or in the case of large companies you may use different organizations for departments in your company. For example the IT department has an organization and the vehicle department has another organization.

Current Organization

The current organization card allows you to add a logo to your organization, change its name, delete the organization and create a new organization.

Organization can only be deleted if they do not have an active subscription, if you currently have a subscription you will need to first cancel and then you will be able to delete your organization. WARNING this can not be undone.

Login

The login card allows you to change the authentication method you use to login t

Open Users

Users

The users settings page is how you manage all of the users in this organization. You can also invite new users to be part of your organization.

Clicking on the edit button next to any user will open a window where you can manage that user.

You have the ability to add an avatar image, change their name, change their avatar color and phone number.

This window also provides security options. You have the ability to choose if they are an admin or a user.

Other options in this window are timezone. Send a password reset and require the user to have 2 factor authentication.

Security

Admins:

• Full access to the app.

Users:

• Can be restricted to specific asset or subscription categories
• Can only edit their own user.
• Read only access to the Plan & Billing page
• All other settings pages hidden

Open Plan & Billing

Plan and Billing

The plan and Billing settings page is where you manage your subscription to AssetCenter.

It will tell you which plan you are currently on and give you a readout of how many resources you are using and how many are provided in your current plan.

There is a button to change your plan.

Finally any invoices that have been generated will be listed in the Invoices card as PDF's you can download.

Open Imports

Imports

The imports settings page is where you can bulk import resources into AssetCenter. This can be done anytime, this is not just for when you first get started with us. For example if you purchase 20 F-150 pickups, the Imports page is a great way to quickly get them uploaded into the system.

The imports page has 4 tabs, Assets, Subscriptions, Locations and People. Each resource type is uploaded separately. We provide Excel import templates for you to add your resources to and then upload them to this page.

You can download the templates from this page there is a link at the top.

Importing

Importing is a 3 set process. First you upload the completed excel template file into the Step 1 Uploader.

Then in step 2 press the Validate Import button to look for any errors in the excel file. If any issues are found they will be listed below telling you which row in the spreadsheet had a problem and what the problem is.

If no errors are found you can proceed to step 3 Import the Assets. Pr

Open Asset Categories

Asset Categories

The asset categories settings page is the first step to get AssetCenter setup. Before any Assets can be setup in the system you first need to create categories.

AssetCenter out of the box does not include any categories. This is by design so that you can tailor it to your specific use case and industry. If you are using it for IT you will setup Laptops, Desktops, Phones as categories. If you are using this for a fleet of vehicles you may use Cars, Light Trucks, SUV's are categories. Its fully flexible to however you plan to use the system.

For detailed instructions on how to setup a category visit the Custom Categories page

Open Asset Conditions

Asset Conditions

The asset conditions setup page is designed for allowing you to have your own physical condition types. Out of the box AssetCenter comes with Excellent, Good, Fair, Poor and Broken. But you can customize these however you want and even add your own.

Open Asset Custom Events

Asset Custom Events

The Asset Custom Events settings page allows you to create your own event types for Assets. In the Event window on assets out of the box we include, Accidental Damage, Broken, Lost, Recycled, Retired, Sold, Stolen and Vandalism.

There may be other events that you want to be able to do on your assets. In this page you can create those custom events. You can name your event, assign it a color and and icon. You can even toggle if this event has a cost or responsible person associated with it.

Open Subscription Categories

Subscription Categories

The subscription categories settings page is the first step to get AssetCenter setup. Before any Subscriptions can be setup in the system you first need to create categories.

AssetCenter out of the box does not include any categories. This is by design so that you can tailor it to your specific use case and industry. If you are using it for IT you will setup ISP's, and Software as categories. If you are using this for a fleet of vehicles you may use Infotainment System, Charging Network, Self Driving as categories. Its fully flexible to however you plan to use the system.

For detailed instructions on how to setup a category visit the Custom Categories page