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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

  • Manual entry — Add workstations, laptops, servers, mobile devices, software licenses, and more
  • Automatic sync — Import devices from Level.io RMM and user devices from Microsoft Entra ID
  • Stale detection — Flag assets that haven’t been synced or updated in 30+ days
  • Warranty tracking — Record warranty dates and coverage details per 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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How to add an asset manually

1

Open the Asset Inventory page and click Add Asset

In the PSA module sidebar, click Configurations (the page itself is titled Asset Inventory), then click Add Asset.
2

Choose asset type

Workstation, Laptop, Server, Network device, Mobile, Printer, Medical Device, Software, or Other.
3

Fill asset details

Enter name/model, serial number, location, purchase date, and assigned contact (optional).
4

Add warranty information

Enter warranty start date, end date, and coverage notes (optional).
5

Save the asset

Click Create Asset. The asset appears in the Active tab and is searchable.

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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. Microsoft Entra ID — When you import a company from Entra, devices in that tenant sync as assets. Desktops, laptops, and mobile devices are included. Both syncs preserve historical data; archiving a device in the RMM or Entra updates its status without deleting the record.

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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 (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

When creating or editing a Ticket, link one or more assets 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

Asset has not been synced or manually updated in more than 30 days. Likely offline, decommissioned, or forgotten — review the Stale tab periodically.
Yes. Edit any field. Manual edits to non-synced fields (like warranty) are never overwritten. Synced fields may be overwritten on the next sync if the source record changed.
The status updates to Retired or Disposed. The record remains in the PSA for historical reference.
Filter and view in the PSA today. Bulk export isn’t yet available; contact support if needed.