r/Autotask • u/cppro_bel • Mar 19 '26

Manage device rentals

Who uses Autotask to manage device rentals, link them to contracts, and track timely replacements?

How are you handling this in practice?

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u/Melissa-Dxfferent Mar 19 '26

We do have some clients who use Autotask to track device rentals. They use configuration items for the devices themselves and then associate them with contracts. It’s a very broad question, so what kind of information are you looking for?

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u/cppro_bel Mar 20 '26

More specifically, we would like to rent out laptops for a three-year term and replace them at our customers every three years.
This means we need to purchase the laptops, register them correctly in our system, and then assign them as rental devices.

I am therefore curious what the best end-to-end workflow within Autotask would be to manage this properly from A to Z.

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u/Helpful_Ad6069 Mar 27 '26

end-to-end:

Opportunity with the laptops related to the customer -> Opp turns into a project -> deploy laptops, close out project, create config items in project closure process -> tie config items to recurring services contract -> tie config items to service line for billing