Assets
Assets are the core records in InvyMate. Use them for laptops, monitors, phones, tools, kits, and any other equipment you want to track through its lifecycle.
What an asset record includes
- name and tag
- category and location
- lifecycle status and physical condition
- optional assignee
- notes, attachments, and purchase details
- custom fields when your workspace uses them
Core workflows
Create or edit an asset
Create from the Assets list (Add New Item) or edit from an asset detail page.
Start with the basics first:
- name
- category
- location (or leave it unassigned until its physical location is known)
- current lifecycle status
Add assignment, warranty, purchase, and custom-field information when it helps your team manage the asset over time.
Import assets from a spreadsheet
If you already maintain a spreadsheet, use CSV import to bring assets into InvyMate in bulk.
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Track lifecycle and ownership
As equipment moves through storage, deployment, maintenance, loss, retirement, or reassignment, keep the asset record updated so reports and audits stay reliable.
See:
Label assets for scanning
Use QR labels to speed up audits and day-to-day lookups.
From Assets, you can also select multiple assets and choose Print Labels to open the selected-assets print flow for that exact batch.
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Good asset data habits
- Use a clear location hierarchy when needed (for example,
HQ / Floor 2 / Engineering). Parent-location filters include assets stored in their child locations. - Update status when equipment changes state.
- Record assignments as soon as equipment changes hands.
- Add useful notes only when they help an operator understand the asset later.