Assets & Configurations
Tracking the devices and systems you manage.
- Adding assets Create an asset record in SummitPSA and let the system assign it a unique A-NNNNN number automatically.
- Asset details and configuration items A reference to the fields on an asset record, its lifecycle statuses, and the warranty and end-of-life indicators.
- Linking assets to companies and contacts Associate an asset with a company, contact, and site so it surfaces across client records and tickets.
- Asset warranty alerts Configure rules that automatically raise a ticket and notify the account manager before asset warranties expire.
- Importing assets from your RMM Automatic asset import from RMM platforms is still in development; today the RMM integration creates tickets, not assets.