Hello Everyone,
We’re excited about another extremely productive month of feature releases and improvements to share with you. As always, these improvements are directly from customers like you so we are not only excited about how they improve your asset management experience but also improve your day-to-day processes. Let’s jump right into it:
Upgrades made to all plans:
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Reports Generate Unique URLs
- Let’s say you have automatic emails that send reports, this is very as you can now go straight into the report from a simple click of a link, (helps if you want to build a graph or chart quickly).
- Link only works when logged in to your account.
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Location Calendars Now Generate ICS Links
- These links allow you to pull in asset reservation events in your calendars for Outlook, iCal and more. You’ll see these on the calendar page of your location.
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Support for Multiple, Custom Asset Prefix ID’s
- This is a more customizable way to generate asset ID’s based upon defined prefixes. You can have multiple prefixes for your account.
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Loanees Can Convert to Sub-user Accounts
- This is helpful if you start off with loanees and now want those people to log into Reftab. You’ll see a button when you edit any loanee, “Convert to User Account”.
Upgrades to Pro Plan and Up
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Custom Domain URLs and Custom Logo/Text on Login Page
- This allows you to customize the login page so that your users see your logo and a custom message instead of the general Reftab page.
- Must setup a custom domain for this to work.
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New Actions for Maintenance in Workflows
- When maintenance is started or completed on an asset you can now do more automated actions such as send an email, start another maintenance, etc.
Upgrades to Business Plan and Up
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SCIM Integration
- SCIM (System for Cross-domain Identity Management) is one of the best ways to automate user creation, user disabling and user group mappings.
- View this link for setup guide: SCIM how-to
Maintenance Management and Work Orders:
We mentioned this in our last monthly release, but I want to provide a friendly reminder:
Reftab has a new module allowing you to track and assign maintenance work orders. Work orders can auto generate based upon triggers like date and time settings for preventative maintenance and, trigger based upon data on your assets. (A example being if a vehicle has over a certain milage, a work order can be issued.)
Maintenance can be completed easily from the mobile app and allow technicians to fill out a customized form that can include their signatures, notes and other customizable inputs.
Reach out to mike@reftab.com if you have any questions or would like to trial this feature.
Thank you as always for your continue support! You keep the suggestions coming and we’ll continue to improve the platform.
