Hardware and software requests with custom approval workflows
Reftab's platform offers a centralized service catalog for hardware and software, enabling users to submit requests efficiently while giving administrators the tools to track software usage and manage spending effectively.
Create approval flows to help manage requests, track spending, and ensure everyone gets what they need without any headaches.
Register Free Account Register Free AccountReftab's Purchase and Procurement Tracking Software Includes:
"Reftab is really intuitive. I setup my first instance without needing any support and barely glancing at the documentation. But then, there's the tech support and customer service aspect. Wholly cow, the Reftab team is on it!!! I've run into a few cases where I could use a feature. I submitted my use case and OMG, they developed it and implemented it."
- Robert White - Associate Director IT
University of Utah
Easy-to-use Approval Emails
View equipment requests and approve or reject within the body of the email message.
Reftab's approval flows ensure efficient decision-making and a user-friendly environment. There is no training needed for your users to approve requests.
Advantages of Approvals:
- Enhance Accountability: Streamline accountability by requiring designated approvals for key actions
- Adhere to Compliance Standards: Approvals help facilitate auditing processes, providing a clear trail of approvals for asset requests
- Expedite Tasks: Organizations can expedite decision-making and reduce delays in equipment-related tasks
Conditional Routing
By automating the routing of tasks based on predetermined conditions (e.g., asset types, cost thresholds), conditional routing streamlines the tasks needed to make purchases and assign equipment.
Advantages of Conditional Routing:
- Prevent Unnecessary Purchases: Conditional routing acts as a preventive measure against unnecessary purchases.
- Optimize Resource Allocation: Reftab can route requests for higher-cost items to higher-level approvals
Automatically Create Assets from Approvals
Most of the data about equipment is already known before it's purchased, such as: model, cost, brand, specs, etc. All this data can be captured and used to automatically create an inventory record.
When the item arrives, you already have the asset in Reftab and it's ready to be given to the requesting user.
Fully Automated Purchase Tracking Advantages:
- As soon as an approval is granted, the system can automatically generate the corresponding asset entries
- Gain real-time visibility into newly approved assets
- Maintain consistency in data entry and adherence to predefined standards