Half of IT AMC arguments start with "that laptop is not in the list". An IT asset management Excel template, kept per client and updated at every visit, ends that. It is also the plan for preventive visits and the basis for renewal pricing. Download the CSV below.
IT asset management Excel: columns
- Asset tag (your code, on a sticker)
- Type: desktop, laptop, printer, switch, router, server, UPS
- Make and model, serial number
- Configuration: processor, RAM, storage, OS
- User, department, location
- Purchase date, warranty end
- AMC status: covered (comprehensive / non-comprehensive), not covered
- Last service date and remarks
How IT AMC firms use it
- Quote: count devices by type for the AMC quotation.
- Contract: attach it as the device annexure.
- PM visits: filter by last service date to plan the next visit.
- Renewal: devices out of warranty or with many calls get repriced.
Keep it accurate
- Update the sheet at every visit, not at year end.
- Mark retired devices instead of deleting them.
- Ask the client to tell you before moving or adding devices.
When the register outgrows Excel
With several clients and engineers, one sheet per client becomes many versions. ServicePilot keeps each client's sites and equipment, links them to the AMC and records every job against the device. Read the computer service report format.
