Inventory and assets

Inventory categories are Laptop, Desktop, Monitor, Phone, Tablet, Dock, Printer, Licenses, and Other. The carousel opens on Laptop by default; pick Licenses (or any other kind) from the category strip.

Licenses as an inventory category tracks license seats / SKUs as assets. Job catalog Licenses under Settings is separate - those SKUs feed onboard checklists. See Licenses for both.

Use Add | Change | Return in the top bar. The same modes are available from the form dropdown and by swiping the request form horizontally.

Change on an assigned row can open replace work plus a return path so equipment comes back through the queue. Capture serial / asset tag carefully - warranty sync and portal replace confirmations key off the serial on file.

Under the carousel, the inventory sheet lists Asset #, Item, Serial #, and User. Download spreadsheet exports the grid; copy and paste works with TSV and Excel-style HTML.

Event history (clock) is a separate page for hire, change, and inventory events with its own Download.

Assets can store warranty status, start/end dates, provider, and notes. Enter dates manually anytime. Vendor lookup (Dell TechDirect) runs only when you Sync - never on every save - after Connections → Warranty credentials are set. See Warranty.