Asset Inventory

Maintain a complete inventory of your customers’ hardware, software, and devices. Sync automatically from RMM and identity providers, track warranties, and link assets to support tickets.

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What it does

• Automatic sync — Import devices from Level.io RMM, NinjaOne RMM, and user devices (including Intune-managed device detail) from Microsoft Entra ID
• Stale detection — Flag assets that haven’t been synced or updated in 30+ days
• Warranty tracking — Record warranty dates, purchase date, serial number, manufacturer, model, location, and assigned contact on any asset
• Ticket linking — Associate assets with Tickets; see open tickets per asset
• Contact assignment — Link each asset to a portal contact for ownership tracking

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Editing an asset

Open an asset from the Asset Inventory list to reach its detail page. From there you can edit its type, status, serial number, manufacturer, model, location, assigned contact, purchase date, warranty expiry, and notes, then click Save. Assets are populated by the RMM/directory syncs below; there is currently no “add a new asset” form in the UI.

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Automatic sync from integrations

Level.io RMM — Once connected, devices managed by Level.io sync into your inventory. Updates run nightly; new devices and removed devices reflect automatically. NinjaOne RMM — Map a company to its NinjaOne organization under Settings → Integrations → NinjaOne mappings. The mapped sync runs on a schedule (every 4 hours); on the company detail page, a NinjaOne RMM card shows the synced device count and a Resync now button to pull devices immediately after mapping a new company. When more than one RMM is connected for the same device, NinjaOne’s data takes priority over Level’s. Microsoft Entra ID — When you import a company from Entra, devices in that tenant sync as assets. Desktops, laptops, and mobile devices are included; Intune-managed devices bring richer detail (serial number, compliance state, assignment) where available. All syncs preserve historical data; archiving a device in an RMM or in Entra updates its status without deleting the record.

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Filtering by company

Each asset card shows the company it belongs to. Use the Company filter on the Asset Inventory page to narrow the list to a single client — handy when you’re reviewing one customer’s environment or preparing for a site visit.

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Asset tabs and views

Four tabs:

• Active — Status = ACTIVE and synced within the last 30 days
• All — All assets regardless of status or sync age
• Stale — Last synced or updated more than 30 days ago, excluding assets already marked Retired, Disposed, or Inactive (likely offline or decommissioned)
• Disabled User — Assets assigned to an Inactive contact

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Warranty alerts

Warranty information is maintained but doesn’t trigger automatic alerts. Review the asset detail page periodically; export asset lists if you need to audit coverage.

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Linking assets to tickets

Every ticket has a Linked Asset card in its sidebar. Click Link an asset… to pick from a list scoped to the ticket’s company (assets with no company assigned are always selectable). Once linked, the asset name links back to its detail page, and Unlink removes the association — a ticket can have at most one linked asset at a time. Linking is blocked if the asset and the ticket resolve to different companies, so you can’t accidentally attach the wrong customer’s device. Use asset linking to:

• View all tickets for a given asset
• See asset details in the ticket’s context
• Track recurring issues by device

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Frequently asked questions