Use Cases

Assets keeps track of the equipment your organization owns and who's using it right now. Here's how two very different roles put it to work.

IT asset manager at a mid-size company

You're accountable for every laptop, monitor, and dock across three offices, and "who has that machine?" should never be a guessing game.

1. Record each device in Assets with its serial, model, and purchase date, so every piece of hardware has a single source of truth.
2. Use Check Out / In to assign a laptop to an employee and log the hand-off, so the current holder is always known.
3. Tag each asset with its Locations — an office, a floor, a storeroom — so you can reconcile what's where during an audit.
4. Pull Reports to see what's deployed, what's idle, and what's overdue for return before the next refresh cycle.

Tip: Check gear back in the moment it's returned, not at quarter-end — a current ledger is what makes an audit painless.

Operations coordinator at a co-working space

You lend shared equipment to members and can't let a projector walk off or a warranty lapse unnoticed.

1. List every loanable item in Assets, from projectors to hotspots, so members can see what's available.
2. Track each loan with Check Out / In, capturing who took what and when it's due back.
3. Store vendor warranties and service agreements as Contracts against each asset, so a renewal or repair claim is one click away when something breaks.

Tip: Sort your Contracts by end date to catch the warranties nearing expiry, so you renew or replace them before coverage runs out.