Documentation
Everything you need to run TrackDME
Step-by-step guides for setting up your catalog, scanning equipment in and out, inviting your team, and keeping every unit accounted for.
New here? Start here.
Get live this afternoon
Four steps from an empty workspace to a real scan. No branching paths, just the loop you will run every day.
Getting started
What is TrackDME
Learn what TrackDME does and the core model behind it: Product categories, Products, Units, Locations, Customers, the scan loop, and optional reprocessing.
Quick start: get live this afternoon
The fastest path to your first scan: add your products, scan your units in with bulk add, then check equipment out and back in.
Set up your product catalog
Build your Products catalog with AI website prefill or by adding types manually, including names, categories, and photos.
Label and add your units
Learn where Units fit beneath Product categories and Product types, how to label your gear with barcodes, and how to add a unit in TrackDME.
Import your data
Upload any CSV or Excel file. Magic import figures out what it is, shows you how it maps into TrackDME, and imports it after you confirm.
Add and pair units by scanning
Scan TrackDME labels in a batch and optionally pair each one with the manufacturer's existing serial number.
Connect QuickBooks
Connect QuickBooks to import your customers into TrackDME and keep them in sync automatically for check-outs.
Founder-led setup
Request help from the TrackDME team to import your first catalog, label units, and run a live scan loop.
Daily workflows
The scan loop
Learn the core daily workflow on the Scan page: scan with a phone or handheld reader and use the three scan modes.
Check equipment out
Rent a unit to a customer using Check Out scan mode or the unit's Check out button, then fill the checkout form.
Check equipment in
Receive a returned unit using Check In scan mode or the unit's Check in button, and learn where it lands afterward.
Reprocessing and sanitizing
Turn on an optional clean-before-re-rent stage, for all products or just the types you flag. Off by default.
Manage units and statuses
Use the unit detail page to find a unit, run status actions, edit or delete it, and read its full append-only History.
Use the dashboard
Read your dashboard route board for drop-offs and pickups, the scheduling queue, and fallback return lists.
Fulfill orders from QuickBooks invoices
Turn paid QuickBooks invoices into orders, pick them by barcode scan, and ship, with an automatic note back on the invoice. Growth plan.
Quote a rental and turn it into an order
Price a rental with a price book and delivery zones, then turn the quote into an order with optional QuickBooks invoice creation.
Understand your business with Insights
Forecast inventory, see what rents out most and least, and find your most profitable products, all from real usage and QuickBooks data.
Track nonserialized inventory by quantity
Track interchangeable items such as ramp sections and accessories without assigning a barcode to every piece.
Administration
Invite your team and set roles
Add teammates to TrackDME, choose Member or Admin, and manage roles, removals, and pending invitations.
Company settings
A tour of the admin-only Company settings hub: company profile, catalog re-scan, reprocessing, QuickBooks (connection, customers, products, order fulfillment), and your team.
Your profile
Edit your personal TrackDME account: profile photo, first and last name, and see your email and role.
Billing and plans
See your current plan and usage, upgrade to Pro or Growth, and manage your subscription. Admin-only.
Activity log
A running history of every check-out, check-in, and other action across your whole team, most recent first.
Export your data
Download a CSV of your units, products, customers, or orders, any time, from one dedicated Data Export section.
Connect an AI assistant (MCP)
Connect Claude.ai, Claude Code, Cursor, or ChatGPT to TrackDME to ask questions about your business and make a few specific edits, all scoped to your workspace.
Reference
Recommended equipment
Two pieces of hardware we recommend to get the most out of TrackDME: durable metal asset labels and a wireless barcode scanner.
Unit statuses explained
Reference for the six TrackDME unit statuses and the actions that move a unit between them, including the reprocessing gate.
Organize products into categories
Use the category, product, and unit hierarchy to keep different equipment types distinct without making the catalog unwieldy.
Navigate TrackDME on a phone
Use the phone tab bar to reach daily work quickly and open the rest of TrackDME from More.