Inventory

Asset Management

Track software licenses, hardware assets, purchases, and renewals in one centralized location.

Asset Types

The Assets page provides a unified view of all your organization's IT assets, including software licenses and hardware inventory.

Software Licenses

Track software licenses, seats, renewal dates, and costs across your organization.

Hardware Assets

Manage physical assets like laptops, servers, monitors, and network equipment.

AI Upload

Use AI to extract asset information from invoices, contracts, and emails.

Renewal Tracking

Never miss a renewal with automatic tracking and alerts.

1

Add a Software License

Track your software subscriptions and perpetual licenses

1

Click "Add Asset"

While on the Software Licenses tab, click the Add Asset button

2

Enter License Details

Fill in the required fields:

  • Name - Software name (required)
  • Vendor - Publisher/manufacturer
  • License Type - Subscription, Perpetual, Open Source, Freeware
  • License Key - For record keeping
  • Seats - Total and used seats
3

Set Purchase & Renewal Info

Track financial details:

  • Purchase Date - When acquired
  • Purchase Price - Cost at purchase
  • Renewal Date - Next renewal due
  • Renewal Price - Expected cost
  • Renewal Frequency - Monthly, Quarterly, Annual, Biennial
4

Save the License

Click Save Software to add it to your inventory

2

Add Hardware Assets

Track physical IT equipment

Switch to the Hardware Assets tab to manage laptops, desktops, servers, monitors, and other physical equipment.

1

Switch to Hardware Tab

Click the Hardware Assets tab

2

Add Hardware Asset

Enter device information:

  • Name - Device name (required)
  • Asset Type - Laptop, Desktop, Server, Monitor, etc.
  • Manufacturer - Dell, HP, Apple, etc.
  • Model - Model number
  • Serial Number - For identification
  • Asset Tag - Internal tracking ID
3

Set Assignment & Location

Track where assets are:

  • Assigned To - User or department
  • Location - Office, building, room
  • Warranty Expiry - Track warranty dates
  • Condition - New, Good, Fair, Poor
3

AI Document Upload

Extract asset data automatically

Use AI to automatically extract asset information from invoices, contracts, and emails. This saves time and reduces manual data entry errors.

1

Click "AI Upload"

Click the AI Upload button in the header

2

Upload a Document

Drag and drop or click to browse. Supported formats:

  • PDF - Invoices, contracts, quotes
  • TXT - Plain text documents
  • EML - Email files with order confirmations
3

Or Paste Text

Paste invoice text, email content, or contract excerpts directly into the text area

4

Review Extracted Data

AI will extract: Software name, vendor, price, seats, order numbers, and more. Review and click Create Asset to add to inventory.

Pro Tip

AI extraction works best with clear invoices and order confirmations. For complex contracts, you may need to review and adjust extracted values.

4

Track Renewals

Never miss a renewal deadline

The Upcoming Renewals section shows software and hardware with approaching renewal or warranty expiration dates.

Urgent

Within 7 days

Soon

Within 30 days

Upcoming

31-90 days

Color-Coded Urgency

Renewals are color-coded by urgency so you can prioritize what needs attention first.

Renewal Cost Preview

See expected renewal costs to plan your budget ahead of time.

5

Search & Filter

Find assets quickly

Use the search and filter tools to quickly find specific assets in your inventory.

Search

Search by name, vendor, serial number, or assigned user

Filter by Status

Filter by Active, Expired, Cancelled, In Repair, or Retired

Filter by Category

Software: Productivity, Security, Development, Infrastructure, Communication. Hardware: Laptop, Desktop, Server, Monitor, Network, Mobile

Asset Management Best Practices

Complete Records

Fill in all fields including purchase info and renewal dates for accurate tracking.

Regular Updates

Update asset status when things change - reassignments, renewals, retirements.

Keep Documents

Store license keys and purchase documents. Use AI Upload to extract and save details.

Review Renewals

Check upcoming renewals weekly to avoid surprise expirations or auto-renewals.

Need Help?

Learn more about managing your IT assets.