How-To Guides

Step-by-step instructions for managing your IT estate and getting the most from ClearAsset.

1

Tracking software licence expiries

Add software records, set licence counts, and get expiry alerts.

2

Managing SaaS subscriptions and spend

Track monthly costs, spot unused tools, and understand your IT spend.

3

Running an onboarding checklist

Create onboarding templates and assign them when new staff join.

4

Generating a compliance report

Use the licence compliance report to identify gaps and over-licensing.

5

Using custom fields on assets

Add organisation-specific fields to devices, software, and subscriptions.

6

Printing QR code asset labels

Generate and print QR code labels to tag physical devices.

7

Assigning and checking out devices

Track who has which device and when it's due back.

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