Assets & Network Map
Servelo's asset management lets you track every device at a client site and your own company's gear, see how they connect, scan the network to discover new devices automatically, and export or email a visual map to anyone.
Overview
Assets live inside each client profile. Open a client, scroll to the Assets section, and you'll see all devices tracked for that client displayed as icon cards. Each card shows the device name, type, make and model, IP address, status, and warranty expiry at a glance.
Admins also have a Company Assets page in the sidebar's Admin section. It opens on your company's own gear, and its Owner filter can bring in client devices too, so every asset is in one list. There you can filter by owner, type, or status, search by name, model, serial, or owner, and bulk-delete. Technicians work with client devices from each client's profile and from tickets, as before.
Your company's own assets
Servelo tracks the gear your business owns, not just your clients' devices: work laptops, tools, test equipment, spare switches, anything you want on record. Every asset has an Owner, which is either your company (shown with your business name) or one of your clients.
- Company Assets opens on your company's gear. The Owner filter starts on your company. Tick clients as well, clear it to see everything, or click Is so it reads Not to see only client gear.
- Anything added from Company Assets is your company's. That covers Add Manually, Scan Device, Network Scan, and Import. Client devices are still added from the client's profile.
- Change the owner any time with the Owner field on the asset. Choosing your company removes the client, contact, and site. Choosing a client moves it back.
- Assigned To appears on company assets: pick which team member has it, for example who carries the work laptop. Everyone on the team is listed, including admins.
- Cost on Company Assets is the asset's total purchase cost, and the page shows the combined cost of the company gear on screen.
Turning an expense into an asset
When you buy equipment for the business, you don't need to type it in twice. Open the expense and tick Track as a company asset, or choose Make company asset from the expense's ⋮ menu. Servelo adds it to your Assets with the expense's name, price, and purchase date, and a one-year warranty assumed from that date. A quantity of 3 adds three separate assets, one per item (up to 25).
The asset stays linked to the expense, so the cost is only counted once, in Expenses. The expense shows an Asset badge that opens it. Admins can also link or unlink an existing asset from its Bought on Expense field. Linking never creates or changes an expense.
Asset Types
Every asset is assigned a type, which controls its icon on the card grid and its position on the network map. Supported types:
| Type | Icon | Description |
|---|---|---|
| Desktop | 🖥 | Tower or all-in-one computers |
| Laptop | 💻 | Portable computers |
| Server | 🗄 | Physical or virtual servers |
| Printer | 🖨 | Printers and multifunction devices |
| Network | 📡 | Routers, switches, firewalls, and gateways |
| Mobile | 📱 | Smartphones |
| Tablet | 📲 | Tablets and iPads |
| UPS | 🔋 | Uninterruptible power supplies and battery backups |
| WiFi AP | 📡 | Access points (UniFi, Meraki, etc.) |
| WiFi Extender | 📶 | Range extenders and mesh nodes |
| Camera | 📷 | IP cameras and security cameras |
| Crypto Miner | ⛏ | Mining rigs and ASIC devices |
| Smart Device | 🔌 | Smart plugs, IoT devices, and home automation |
| Other | 🔧 | Anything that doesn't fit another category |
Adding Assets
There are three ways to add assets to a client:
Manually
Click + Add on the client's asset section and fill in the form. Every field is optional except the name. Useful for single devices or situations where scanning isn't possible. Once an asset exists, edits on its detail page save automatically a couple of seconds after you stop typing — no need to click Save, though the button is still there as a fallback.
| Field | Description |
|---|---|
| Name | Required. What you call the device (e.g. "Front desk PC") |
| Type | Device category. Controls the icon and network map tier |
| Make / Model | Manufacturer and model name |
| Serial Number | Manufacturer serial for warranty and warranty lookups |
| Purchase Date | When the device was bought. Used to calculate warranty expiry |
| Warranty Expires | Date warranty ends. Shown in color on the card: green (valid), amber (expires within 90 days), red (expired) |
| Status | Active, In Repair, or Retired |
| IP Address | Static or last known IP. Shown on the network map tooltip |
| MAC Address | Hardware address. Auto-populated if the device is discovered via network scan |
| Hostname | Device hostname on the network |
| OS / CPU / RAM / Storage / GPU | System specs. Auto-filled when the device scan script is run |
| Purchase Price / Tax / Shipping | Cost tracking for the device |
| Notes | Internal notes about this device |
| Contact | Assign a specific contact from the client's contact list as the primary user of this device |
| Site | Only shown once the client has at least one site. Assigns the device to a specific location |
Barcode / Serial Lookup
Open Add Asset and click Lookup by Barcode. Scan a barcode or type a serial number and Servelo will query a product database to pre-fill the make, model, and name automatically. You can confirm or edit the details before saving. Useful for quickly adding new hardware straight out of the box.
CSV Import
On the client's asset section, click the dropdown arrow next to + Add and choose Import CSV. Download the sample CSV to see the required column format. All fields are optional except the name. Useful for migrating a large existing inventory.
Sites (multiple locations)
Some clients have more than one physical location — two buildings on one campus, each with its own network, for example. Sites let you group a client's assets by location instead of everything living under one flat list and one combined network map.
A Sites row appears above the asset grid on every client's profile. Click + Add Site to create one (a name plus optional ISP name, connection type, and speed for that location). Click a site chip to filter the asset grid down to just that site's devices, or the pencil icon next to a chip to edit it. Sites are entirely optional — a client with one location just doesn't create any, and everything behaves exactly as before.
Once a client has at least one site, every way of adding an asset (manually, device scan, network scan, or CSV import) respects whichever site chip is currently selected, tagging new assets to that site automatically. Assigning an existing asset to a site is done from the asset's own detail page, via the Site dropdown that appears once the client has sites.
Deleting a site doesn't delete its assets — they're just unassigned from that site (shown under "Unassigned" going forward) and stay fully intact.
Photos on assets
Any asset can have its own photos, separate from the ticket photo attachments it might be mentioned in. Open the asset's detail page and use the Photos section to add images (JPEG, PNG, GIF, WebP, HEIC/HEIF) — useful for equipment labels, rack photos, serial number close-ups, or before/after shots.
You don't have to re-upload a photo you already took. If a technician already attached a photo to the ticket's Files section, it shows a small 📎 button — click it and pick the asset to attach that same photo to the asset's own Photos, no re-upload needed. Deleting either copy later doesn't affect the other.
Device Scan (PowerShell)
For Windows machines, Servelo can automatically read system specs directly from the device. Click Scan on any asset card (or from the ticket detail's asset section) to generate a one-liner PowerShell command. Run it on the client's machine and it posts the results back to Servelo immediately.
The scan populates: OS, CPU, RAM, storage, GPU, hostname, and IP address. The asset record updates and the scan window closes automatically when results arrive. No agents or software needs to be installed on the client machine.
Network Scan (ARP Sweep)
The network scan discovers every active device on a subnet without requiring any software on the client's machines. From the client's asset section, click Scan Network. Servelo generates a PowerShell command that performs an ARP sweep of the local subnet.
Run the command on any machine on that network (on-site, or from your own laptop if you're on the same network). The scan typically completes in 15 to 25 seconds and discovers devices even if they block ICMP ping, including smart plugs, IoT devices, and anything that doesn't respond to ping.
Each discovered device shows its IP address, MAC address (vendor-identified), hostname, and a name suggestion. You can:
- Edit the suggested name before importing
- Select which devices to import (individual or all)
- Assign types before importing so they land in the right tier on the network map
- Devices that already exist (matched by IP or MAC) are not duplicated
Network Map
Every client with two or more assets gets an interactive network map automatically. The map is a visual diagram that shows how all the client's devices connect to each other and to the internet. It lives at the top of the client's asset section.
If the client has sites, you get one map per site (plus one more for any assets not yet assigned to a site) instead of a single map mixing separate networks together — assigning an asset to a site moves it onto that site's own map. Each map's saved layout, ISP display, and PDF/email export are all scoped to that site independently.
How to Read the Map
The map organizes devices into tiers based on their type and role in the network:
| Tier | Label | What goes here |
|---|---|---|
| Top | WAN / Internet | The ISP node. Servelo auto-detects the client's ISP name, connection type (cable, fiber, DSL, satellite, cellular), and speed from their profile |
| Row 1 | Network | Routers, firewalls, gateways, switches, UPS units, and access points |
| Row 2 | Servers | Servers and crypto miners |
| Row 3 | Computers | Desktops and laptops |
| Row 4 | Peripherals | Printers, cameras, mobiles, tablets, smart devices, and anything else |
Lines between devices show connections. Solid blue lines are manual connections you created. Gray dotted lines are automatic connections Servelo infers based on network topology (each device connects to the nearest device in the tier above it).
Hovering over a device node shows a tooltip with its full name, make and model, IP address, and assigned contact if set.
Drag and Drop
Every device node on the map can be dragged to any position. Drag nodes to arrange the layout in a way that makes sense for the actual physical network. Positions are saved automatically in your browser and persist across sessions for each client.
Connect Mode
Click Connect in the map toolbar to enter connect mode. In connect mode:
- Click a device to select it as the child (a pulsing blue ring appears around it)
- Click a second device to wire the first to it as its upstream parent. A solid blue line appears between them.
- Click the same device twice to remove its manual connection, or to suppress its automatic connection
Click Done connecting to exit connect mode. Manual connections are shown with a small blue dot on the device node.
Removing Automatic Connections
If an auto-inferred dotted gray line doesn't reflect the actual network, you can remove it without entering connect mode. Just hover over the dotted line: it turns red and shows a red circle with an X at the midpoint. Click to remove it. The line disappears and the device shows a small gray dot indicating its auto-connection is suppressed.
To restore a suppressed connection, enter connect mode, click the device twice, and it will reconnect automatically.
Resetting the Layout
Click Reset in the map toolbar (visible when you have customized the layout) to clear all manual positions, custom connections, and suppressed edges and return to the automatic layout.
Exporting as PDF
Click PDF in the map toolbar to download the current map as a PDF file. The export renders the map at 2x resolution for crisp output and creates a landscape-format PDF sized to fit the map exactly. The filename includes the client's name automatically.
Emailing the Map
Click Email in the map toolbar to open the email form. Enter any email address (not limited to the client's email) and click Send. The recipient gets an HTML email with the map rendered as an inline image, plus a PDF attachment they can save or print. The email subject includes the client's name and the date.
Search and Sort
The asset card grid in a client's profile includes a search bar that filters cards in real time. Search matches on name, make, model, or serial number. Cards can also be sorted by:
- Name: alphabetical
- Type: grouped by device category
- Status: active first, then in repair, then retired
- Warranty: soonest expiry first, expired last
Assets list columns
On the Company Assets page (admins only), click ⊞ Columns to choose what to show. Name is always shown. Owner, Assigned To, Type, Make / Model, Serial #, Cost, Warranty, and Status are on by default. OS, CPU, RAM, Storage, Purchased, and Tickets are available but hidden until you turn them on. Your choice is remembered in your browser, and the picker is available on desktop only. Drag any column header left or right to put the columns in the order you want; open ⊞ Columns and click ↺ Reset column order to go back to the default. Both the order and the visible columns are remembered in your browser.
Export and Email
From a client's profile, the Assets section toolbar has two additional actions:
- Email: opens a form to enter any recipient email address. Servelo sends a formatted HTML asset inventory email listing every asset with status, warranty, and system specs, plus a PDF attachment of the same report.
- Export: downloads the asset grid as a PDF file directly, without opening a print dialog. The PDF captures the card grid layout as shown on screen and is sized to fit all cards.
Similarly, the Tickets section of a client profile has an Export button that downloads a PDF of the ticket list.
Warranty Tracking
Set a Warranty Expires date on any asset and Servelo highlights it based on urgency:
- Green: warranty is valid and expires more than 90 days out
- Amber: expires within 90 days. Time to think about a renewal or replacement conversation
- Red: warranty has expired
- No indicator: no warranty date set
Warranty status is visible at a glance on every asset card and is included in emailed asset inventory reports.
Who can do what
| Action | Admin | Technician | Viewer |
|---|---|---|---|
| View assets | Yes | Yes | Yes |
| Company Assets page | Yes | No | No |
| Add / edit asset | Yes | Yes | No |
| Delete asset (single) | Yes | Yes | No |
| Bulk delete assets | Yes | No | No |
| Add / edit / delete a site | Yes | Yes | No |
| Add / delete asset photos | Yes | Yes | No |
| Run device scan | Yes | Yes | No |
| Run network scan | Yes | Yes | No |
| Email network map | Yes | Yes | No |
| Export / email asset report | Yes | Yes | No |