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Reftab Features

We give you more for less.

Asset Reservations

Assets and Inventory Items my be reserved. Users can set a start and end date for requested items which will prevent double-booking of equipment.

Custom Asset Types

With our easy to use category creator you can define virtually anything. Use field types such as: list, pre-defined, date and text to store different types of information.

Unlimited Reports

Build and save custom reports to view granular information on your assets. Then, export your results to an excel spreadsheet. Reports can be automated to run on schedule.

Custom Alerts

Reftab allows you to configure anything that you want to be alerted about: low quantities, reminders about upcoming maintenance, warranty expiration, overdue equipment and so much more.

Role Based Access Control

Define security roles for your sub-accounts. Control who can see, edit or hide data. Grant rights to run reports or loan assets.

Workflow Automation

We provide you with a comprehensive library of triggers and actions so that you can automatically limit assets from being loaned, display custom messages, send emails and even start maintenance work.

Loan Tracking

Keep track of assets that have been lent out on both desktop and mobile devices. Loan transactions are saved, so you can view past loan history.

Maintenance and Work Orders

Build custom work orders and log maintenance work. With custom triggers to start maintenance automatically, you can rest assured that equipment remains in compliance and maintained.

Import & Export Data

Our bulk import tool is easy to use and allows you to import both asset data and loanee data. You can even import asset loans and export all your data to Excel.

Accessories Management

Keep track of items such as keyboards and mice. These can be assigned to assets and users. Emails can be sent automatically when you've run low on supplies.

Barcodes & QR-Codes

Design and print asset tags customized with your company logo and text. Print directly to dedicated label printers such as Zebra, Brother, Dymo and more!

Asset Attachments

Have a user manual or document to associate with an asset? Upload it and attach it easily. Both images and documents are supported.

Location Management

All assets get assigned to a location to help keep things organized. You can easily swap assets between locations and sub locations.

License Management

Track your software licenses to the assets and users who use them. Our system sends an automatic email alert to you when license seats are low.

Custom Email Settings

Emails can be customized and come from your own domain. You can control the text, font, color, CC and BCC settings.

Booking Portal

Create a custom portal with your own colors and logo. Users can login and view approved assets, accessories and software which you make available for requests. Emails can be sent upon reservation submissions.

Bulk Operations

Easily select a range of assets to print, edit or move between locations. Bulk Operations can be performed within all categories.

Asset Changelog

Every action taken on assets from creation to deletion to field changes and loans are recorded. You can keep track of who did what when.

SAML SSO

Utilize your existing identity infrastructure for secure, single sign-sign-on into the Reftab platform. Just-In-Time provisioning is available to automatically place users into pre-defined security groups.

User Accounts

Create additional Reftab accounts to allow others to help manage your assets. Define custom security roles to limit access to information. SAML SSO available.

Kits

Bundle assets and accessory items together to form loanable items called, Kits. Kit templates are also available to pre-define what a kit should comprise of, before being handed out to users.

Active Directory LDAP Syc

Reftab can easily connect to your existing Active Directory so that you can sync your user base automatically instead of having to create users manually.