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Last updated: 2026-02-24

Assets

Assets are the core records in InvyMate: laptops, monitors, phones, tools, and any equipment you want to track.

What an asset contains (current data model)

  • Identity: name, uniqueTag
  • Classification: category, location
  • Lifecycle:
    • status: draft, in_stock, active, reserved, maintenance, lost, retired
    • condition: new, as_new, used, damaged, needs_repair
  • Assignment: optional person assignee
  • Details: description, images
  • Purchase metadata: purchase date, warranty end date, purchase price + currency
  • Optional depreciation inputs: useful life (months), salvage value
  • Custom fields (key/value) — see Custom Fields

Core workflows

Create or edit an asset

Create from the Assets list (Add New Item) or edit from an asset’s detail page.

Change status

Assets support explicit status transitions (e.g., In Stock → Active → Maintenance). In the UI, changing status allows adding an optional comment.

When moving to maintenance, record completion via a maintenance log before returning to active.

For reserved, capture reservation context (reservedUntil, reason) so operators understand why the asset is blocked.

Financial estimates (depreciation)

Think of this as: “How much value is left in this asset over time?”

If you fill in these fields, InvyMate can estimate that for you:

  • purchase price (how much it cost)
  • purchase date (when you bought it)
  • useful life in months (how long it should last, e.g. 36)
  • salvage value (what it may still be worth at the end; optional, default is 0)

InvyMate uses a simple “same amount each month” method. This gives you:

  • estimated value left today (book value)
  • estimated value used up (amount + %)
  • months used and months left
  • estimated end-of-life date
  • replacement badge:
    • 🟢 Normal
    • 🟠 Near replacement
    • 🔴 End-of-life

UI note:

  • “These numbers help with planning. They are not official accounting statements.”

Assign to a person

Assignments answer: “Who has what?”

  • Assign during import (by assignee email)
  • Assign during create/edit
  • Review history in the asset timeline and person profile (see Assignments & History)

Guardrail:

  • You cannot assign assets while status is draft, lost, or retired.
  • Assigning a person auto-switches status to active.

Asset timeline

The asset detail page includes a unified timeline stream so operators can quickly answer:

  • what changed
  • when it changed
  • who changed it

Current timeline event coverage:

  • asset created
  • assignment / unassignment
  • location moved (from audit)
  • maintenance completed
  • verified in inventory check
  • status changed (including retired)

Maintenance operations on asset details are grouped in tabs:

  • Maintenance Schedules
  • Maintenance History

Asset health score (detail view)

Each asset detail page now shows a simple health score:

  • 🟢 Healthy
  • 🟠 Attention
  • 🔴 At risk

The score is based on operational signals (not hardware telemetry), such as:

  • maintenance overdue / due soon
  • verification recency
  • lifecycle age (when useful life is provided)
  • current risky status (e.g. lost, maintenance)

Health details include reasons and quick links to the related workflow.

Asset health on list view

The Assets list now supports health visibility and control:

  • per-row health badge (Healthy, Attention, At risk)
  • filter by a specific health badge in Advanced Filters
  • sort by health priority directly from the Health column header
  • health values are computed in backend and returned on the list response
  • health filtering/sorting runs on backend (healthBadge, healthSort) so pagination stays consistent

Each asset has a QR code you can print on a label. QR labels are configurable in Configuration → QR Labels. See QR Labels.

Import assets via CSV

See CSV Import (Assets) for a full guide.

Export assets via CSV

Export is available on Team/Pro (see Export (CSV)).

Inventory sessions

Inventory sessions (audits) use your assets to generate an expected list and capture verification events. Inside a running session, you can now search session items by asset name or tag to find items faster. See Inventory Sessions (Audits).

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