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Has anyone used JSM Assets to check-in and check-out assets to customers?

Marcus Jones

We run a telehealth division and provider our clients with the hardware needed to perform their assignment. Previously, the tracking of the assets in terms of who has it, where is it, when is it due back, etc, has been done in a spreadsheet. I want to leverage the JSM assets function to allow us to assign assets to customers and generate reminders when due as well as track issues with laptops.

Has anyone ever used assets in this way? We will be checking out/assigning them to clients and then checking them back into stock.

Thanks!

Accepted answers

Daniel Fietta

Hi Marcus,

Absolutely. Many IT departments use it for tracking which employee owns a certain laptop, for example. So IT assets get regularly mapped to employees with JSM Assets. But you can apply this to all sorts of use cases.

In your case, you just need to make sure each client has an account in JSM (as a customer), so you can use their account as "current owner" (or similar) in your asset management. By applying appropriate statuses/workflows to those assets and maybe combining it with ticket types that track the hardware request/delivery/etc. processes, you can create due date reminders and a whole lifecycle process around it.

Hope this helps,
Dan
STAGIL

All comments

Daniel Fietta

Hi Marcus,

Hope this helps,
Dan
STAGIL

Marcus Jones

That makes sense Dan. I'm just starting to play with it and wanted to make sure before I got too deep in.

Thanks!

Salome Khaindrava

To take it even further, I’d recommend looking into the app Better Search for Customer Portal.

This app enhances how assets are managed and presented on the customer portal, which is especially helpful when:

✅ Allowing users to search and select assets based on attributes (e.g. location, availability, status)
✅ Displaying structured asset details in a clean, table view
✅ Enabling default values, hidden fields, and pre-configured logic for smarter forms
✅ Making it easy to report issues tied directly to assigned devices

With this, your team can move away from spreadsheets and into a controlled, trackable workflow — including check-in/check-out, reminders via automation, and visibility for both support agents and customers.

Let me know if you’d like help mapping your current spreadsheet process into Assets!

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