AssetJayAssetJay

How-To Guides

Step-by-step guides for common equipment management tasks. Each one takes five minutes or less.

How to track equipment when someone leaves your company

Use the offboarding checklist to see every device assigned to a departing employee, check them all in, and make sure nothing goes missing.

  1. 1Go to People and find the person who is leaving
  2. 2Click "Start offboarding" — AssetJay generates a checklist of every assigned device
  3. 3Check items off as they are returned
  4. 4Once everything is returned, complete the offboarding
Equipment offboarding checklist guide →What to do when equipment isn't returned →People & offboarding docs →

How to scan Gmail for equipment purchases with Claude

Connect Claude Desktop to AssetJay via MCP, then ask Claude to find purchase receipts in your Gmail and create assets automatically.

  1. 1Go to Settings → Integrations and generate an API key
  2. 2Paste the config block into Claude Desktop settings
  3. 3Restart Claude Desktop
  4. 4Ask Claude: "Scan my Gmail for equipment purchases and add them to AssetJay"
  5. 5Claude finds receipts, extracts details, and creates assets
Full integrations setup guide →Blog: I connected Claude to my asset manager →

How to import equipment from a spreadsheet

Upload a CSV file with your equipment list and map the columns to AssetJay fields. All assets are created in one click.

  1. 1Go to Assets and click "Import CSV"
  2. 2Upload your CSV or XLSX file
  3. 3Map each column to an AssetJay field (name, category, serial number, etc.)
  4. 4Preview the data and confirm
  5. 5Assets are created instantly
Import & labels docs →Download a free equipment tracker template →

How to add equipment by forwarding a receipt email

Forward purchase confirmation emails to your AssetJay inbox. AI extracts the device name, price, vendor, and purchase date automatically.

  1. 1Find your inbox email address in Settings → Email Import
  2. 2Forward a purchase receipt (from Amazon, Apple, Dell, etc.) to that address
  3. 3AssetJay extracts details from the receipt using AI
  4. 4Review the extracted data in your Inbox and click Accept
  5. 5The asset is created with the receipt attached
Import & labels docs →How to track employee equipment →

How to prove equipment ownership for an insurance claim

Generate a report of all equipment with serial numbers, purchase prices, receipts, and photos — exactly what insurers ask for after a loss.

  1. 1Make sure each asset has a serial number, purchase price, and receipt attached
  2. 2Go to Assets and use filters to find the relevant equipment
  3. 3Each asset detail page shows purchase proof, warranty status, and assignment history
  4. 4Export or screenshot the relevant asset pages for your claim
Equipment documentation for insurance claims →Calculate your total equipment value →