Asset Management

Assets, reservations and renewals

54 articles in 5 sectionsStart reading

Getting started

What Asset Management is, the roles, signing in, the Dashboard and what changed in the latest release.

• What is Asset Management?What Juvaro Asset Management keeps track of, and which articles to read for your job.
• Your role in Asset ManagementThe five roles in AMS, what each can do, and how they appear in the Account menu.
• Sign in and choose a workspaceOpen AMS from the Tenant Portal, pick a workspace when you have more than one, and switch later.
• Find your way aroundThe side menu, the top bar, search, the bell and the Account menu.
• The DashboardWhat the tiles, Renewal health, Recent activity, Needs attention and Category mix tell you.
• Language and email settingsWhere to set the language AMS shows and the emails it sends you: both live in the Tenant Portal.
• What changed in the October 2026 releaseNewEverything new for Asset Management users from August to October 2026, with links to the details.

Administrators

For Application Administrators: access, workspace mode, asset types, lifecycles, automation, import, the recycle bin and approvals.

• Grant accessGive people a seat and a role for AMS in the Tenant Portal, and see where AMS points you there.
• The welcome guide and workspace modeChoose Simple or Advanced when a workspace starts, and run the welcome guide again later.
• Feature switchesShow or hide each feature, and relax the four-eyes and sign-off controls, in the Workspace pane.
• The Administration hubEvery card on the Administration page, what it opens, and what arrives later.
• Asset typesSet up the types your assets belong to: tag prefix, tracking mode, defaults and policies.
• Custom fieldsAdd extra fields to an asset type, group them in sections and show them only when they apply.
• Lifecycle stages and transition rulesDecide which stages a type moves through, which moves are allowed and what each move needs.
• ModelsGroup identical units under a model with a manufacturer, a list price and specs.
• Locations, vendors and teamsKeep the registers assets point to: where they are, who supplied them and which team holds them.
• Customers (MSP mode)Run AMS for your own customers and tag each asset with the customer it belongs to.
• Notification settingsChoose which alerts the workspace raises and how many days ahead.
• Automation rulesUpdatedRules that act when an alert opens: create work orders, change state, assign, set fields and notify.
• Onboarding packagesBundle assets, software seats and tasks into a package that onboarding runs are built from.
• Import dataUpdatedBulk-load assets, contacts, locations, vendors or stock items from a CSV or XLSX file, with a full preview first.
• Deleted assetsUpdatedRestore an asset that was deleted by mistake, or delete it permanently.
• The Approvals queueUpdatedDecide disposal, return and reservation requests, and see what approving does to bookings.
• Budgets and total cost of ownershipSet yearly budgets per asset type and read what each asset has cost so far.

Everyday work

For technicians, auditors and viewers: create, assign and move assets, reservations, disposal, maintenance, software and renewals.

• Create an assetAdd an asset from the top bar, the asset list or a model page, and let AMS generate its tag.
• Edit an assetUpdatedChange an asset's details after it is created; the tag stays as it is.
• Assign and take back an assetGive an asset to a person, a contact or a team, or set it back to unassigned.
• Change the lifecycle stateMove an asset to another stage with the Change state control on its page.
• Search, filter and print labelsFind assets with the list toolbar and the top-bar search, and print QR labels for what you filtered.
• The asset detail pageWhat the header, the lifecycle stepper and each card on an asset page show.
• People and the Users pageAccounts, contacts and directory-only people, and what each person holds.
• WarrantiesRecord manufacturer, extended and service warranties, and get alerted before they end.
• Security and compliance recordTrack encryption, patch status and compliance on an asset, against your security frameworks.
• AttachmentsUpload invoices, photos and certificates to an asset, then preview or download them.
• ReservationsUpdatedBook a loan asset for a time window, get it approved, hand it out and confirm it came back.
• Dispose of or return an assetUpdatedAsk for an asset to be disposed of or returned to its lessor, and see what happens on approval.
• Delete an asset by mistakeUpdatedMove a wrongly created asset to Deleted assets, and learn what stops a delete.
• Maintenance and work ordersLog scheduled and corrective maintenance as work orders, including the ones PM checks raise.
• StockTrack consumables and bulk items by quantity: issue, receive and spot low stock.
• Software licences and seatsTrack licences and subscriptions, assign seats to people and spot over-allocation.
• Leases and lease paymentsRecord lease contracts, the assets they cover and each payment made.
• Renewals and alertsRead the bell and the Renewals page, dismiss an alert, and get alerts by email.
• Onboarding and offboarding runsStart a run from a person's profile, work through its steps and sign it off.
• Compliance checksSchedule safety checks, calibrations and inspections, and mark them complete.
• Audits: scan to verifyCount the assets on site by scanning or typing their tags, and see what is found, missing or unexpected.
• Reports and ActivityExport registers as CSV files and read the workspace's event timeline.

Integrations

Helpdesk cases on an asset, and how Flexshop, Helpdesk and CRM use what AMS records.

• Support cases from HelpdeskSee the Helpdesk tickets linked to an asset on its page, and how tickets get linked.
• How Flexshop, Helpdesk and CRM use AMSAMS is the record of your assets; other Juvaro products read it, and CRM shares customers with it.

Reference

Tables to look things up in: roles, status chips, fields, error messages, defaults and the seeded asset types.

• Roles matrixEvery AMS action and the roles that can do it.
• Status chips and coloursWhat each coloured chip means, for assets, reservations, requests, work orders and alerts.
• Field glossaryThe fields on the asset form and in the registers, in one place.
• Error messagesThe messages AMS shows when it refuses something, what they mean and what to do.
• Defaults at a glanceThe notification lead times, feature defaults and limits a new workspace starts with.
• Seeded asset types and lifecycle flowsThe 31 asset types a new workspace starts with, and the five lifecycle flows behind them.