Getting started with pro-Assets®

No fuss, no waiting - it's easy to get started

Getting started with pro-Assets® is quick, easy and straightforward. Our system is designed to be so simple that you can start managing your assets within only a few minutes of creating your account - no fuss, no waiting, just instant asset management solutions.

And if you should get stuck our team of experts is always here to help.
  • PREPARE YOUR ASSET DATA

    • Start by compiling an Excel spreasheet of your assets
    • Add each asset to its own row & each asset characteristic field to a cell
    • Make sure each field column has a descriptive header
    • Save as an xlsx or CSV file
  • UPLOAD YOUR ASSET FILE

    • 'Bulk upload' your xlsx/ CSV file of assets into your Account
    • Simply 'map' fields in your file to system fields onscreen
    • Preview your data import
    • When ready hit 'Import!'
  • CONFIGURE YOUR ASSET MANAGEMENT & REPORTING NEEDS

    • Check your imported asset data
    • Set-up any specific custom fields for asset types e.g. PAT date
    • Perform any bulk updates for location, status, Customer etc
    • Set your asset views for ordering, sorting & listing
    • Create custom reports to go with the standard system reports
  • SET-UP USER ACCOUNTS & ACCESS PERMISSIONS

    • Set your password & GDPR Policy settings
    • Add your system user accounts
    • Create groups and teams of users
    • Decide what each group/team can access & do with the system
    • Decide which users can access assets via the mobile app
  • DOWNLOAD THE MOBILE APP

    • Download the app for Android, Apple or Windows10
    • Ensure each app user has an account in the system
    • Log-in with secure username & password
    • Sync data betweeen app and hosted system
    • Test the barcode scanning facility

It really couldn't be any easier!

Got a question?