Assets and inventory

Clients › Master Assets lists every managed device across every client. Most rows arrive from your RMM. You add the rest by hand: anything the agent cannot see, such as switches, firewalls, printers and NAS units.

Synced and manual fields

The asset page

• Health, patch status and monitoring history.
• Warranty and vendor details, used for warranty claims.
• Linked tickets: the device's service history in one place.
• Related documentation and credentials.

Monthly checks

• Sync freshness. A stale last-seen date means you are looking at history, not status.
• Unmanaged devices. Anything without an agent that should have one is a blind spot.
• Warranties ending in the next 90 days. This is your hardware refresh list.
• Unsupported operating systems. Raise them with the client early.
• Orphans. Devices with no client or no owner mean the record has drifted.

Warranty claims

Clients › Warranty Claims tracks vendor claims against managed assets. Check warranty before you quote a replacement.

1. Confirm coverage on the asset record. Note the serial and purchase date.
2. Raise the claim with the vendor and record their reference here.
3. Set the ticket to a waiting status and chase on your schedule.
4. Arrange a loaner if the client is without the device.
5. When it is settled, update the asset (new serial if replaced) and close the claim with the outcome.

Device loans

Clients › Device Loans tracks loaner equipment signed out to clients, with a due date and condition notes. Clients see their loans in the portal and can request one or report a return there.

1. Create the loan against the client and the asset, with a realistic due date.
2. Record condition and accessories at hand-over.
3. Chase before the due date, not after.
4. Close the loan on return, note the condition, and re-image the device before the next loan.