Devices

A deviceClosed Your Autotask instance may be configured to use one of the following terms instead: Asset, Configuration Item, Installed Asset, Installed Product. is a product (also known as a device, configuration item, etc.) from your product list that is associated with one of your customers.

 

Overview of device management

Learn what Devices are and how to use them to automate and improve customer device, device, or product management.

ADMIN: Configuring device settings

Learn how to set up Device Categories to fit your company’s requirements.

Adding devices to your Autotask instance

Remote monitoring and management applications, including Datto RMM, can bulk import customer devices into Autotask. Learn what options are available.

Installing a product as a device

Learn to use the device wizard to create devices from products and product charges.

Adding and editing devices

Learn how to manually add an individual device to Autotask.

Swapping a device

Learn what to do when you need to replace an existing device with a new product.

Reports on inventory, procurement, and devices

This is where you'll find the device reports you need.