Getting Started: Your First 10 Assets in 5 Minutes

Five minutes is not an exaggeration. We've timed it. The goal here is to get you from "I just signed up" to "I can actually see my inventory" without reading a 40-page onboarding guide first. You can read the 40-page guide later. There isn't one.

If you already have an org set up and just want to add assets, skip to Step 3.

Step 1: Create Your Organization

Right after signup, you'll be prompted to create an organization. This is your workspace — every asset, person, and location lives inside it. Give it your company name, pick a prefix for your asset tags (like "AC-" for AssetCompass, or "LAP-" if you're only tracking laptops), and you're done.

You can rename the org and change tag settings later from Settings → General and Settings → Asset Defaults. Nothing is permanent except your decision to stop using spreadsheets.

If someone already created a workspace for your company and sent you an invite link, skip this step — you'll join their org automatically when you accept.

Step 2: Add a Location (Optional but Recommended)

Go to Locations in the sidebar and add wherever your assets live. "Main Office," "Remote – Austin," "Warehouse," "Sarah's Kitchen Table" — whatever fits your setup. You can be as granular or as hand-wavy as you want right now.

You don't have to do this before adding assets — the location field is optional when creating an asset. But having a few locations ready makes the process smoother. You can always add more later, and assets can be moved between locations at any time.

Step 3: Add Your First Asset

Go to Assets in the sidebar, then hit the New Asset button in the top right. The wizard walks you through three screens:

1. Device — Manufacturer, model, and serial number. Serial number is optional, but enter it if you have it. High-value assets missing serials get flagged on the dashboard, which is useful for audits.
2. Details — Status, condition, purchase cost, purchase date, and warranty expiry. Status defaults to "Active." Change it to "Ordered" or "Being Provisioned" if the device isn't in hand yet. Warranty expiry is worth filling in — it's what powers the expiry alerts.
3. Assignment — Who has it, where it lives, and what department it belongs to. All optional. You can assign it later.

Hit Save. You now have one asset. Do nine more and you'll have a better picture of your inventory than most companies twice your size.

Step 4: Check the Dashboard

Head to Dashboard. You'll see a summary of your inventory: total asset count, breakdown by status, warranties expiring soon, and — if you're a new admin — an onboarding checklist with recommended setup steps.

Use the checklist or ignore it. Either way, the dashboard is your north star: anything that needs attention surfaces here first.

Step 5: Assign Assets to People

Open any asset and click Edit. In the Assignment section, type a name in the "Assigned To" field. If the person isn't in the system yet, just type their name and press Enter — the field creates them on the fly.

People show up in the People section of the sidebar once they've been added. Their profile page shows every asset currently assigned to them, which is extremely useful when someone leaves and you need to collect everything.

What's Next

• More than 10 assets? Import from a spreadsheet instead of adding them one by one
• Invite your teammates from Settings → Team — admins can edit everything, viewers get read-only access
• Set up auto-generated asset tag numbering in Settings → Asset Defaults