Source
r/msp•
TechBlizzard

How do you track assets? How specific do you go? How useful is this?

A simple question with many possible answers.

At the moment, we are keeping track of assets for our customers in Confluence, along with other customer specific documentation. We have Accelo (our PSA), but we are not using the asset management feature. Would it be much of an advantage to start tracking items in Accelo as opposed to in Confluence? I'm weary of any solutions that require data entered in both systems.

I'm also wondering what information you keep about devices. We keep device name, serial number, purchase date, warranty (if any), and IP address. Is there anything that we're missing?

Posted Jun 1, 2018, 4:56 PM UTC

13
lookforhisface•

from experience you should find a way to track your assets in a way that can be related to the number of service requests which if you have two separate systems for each that can be tough.

1
justinm001•

Asset ID, in service date, site, location (in site, typically like 3rd office from left), last known user, make/model, upgrades, additional info,and assigned tickets. The location and user is the most important fields we use as we'll send a tech out and its a 100x easier to walk right into the correct office, check the asset tag and pull it then ask around for the user (who usually is at another desk and takes forever to fine).

I think the most important thing would be linking the tickets to the asset. This way if they have multiple tickets for the same thing, you can root cause it instead of fixing it. Our PSA has the user linked to their assets so we can quickly see everything we've ever done with that device. So that pc that's been used for 10 users, we know if there's a space issue we can wipe the old users OST files and not worry about it.

1
mikemosh511•

We track everything that ncentral does, which is everything about the device. Devices are exported to autotask, then assigned to a contact.

The info I care about is the make/model/serial/os/install date/warranty exp

That info gets exported to autotask too. Run a report annually for budget prep, highlight machines they should be prepared to have to replace for age or ticket volume reasons.

1