Documentation
Everything you need to run TrackDME
Step-by-step guides for setting up equipment, identifying units by barcode, confirming handoffs, and inviting your team.
New here? Start here.
Start with the rental loop
Four steps from an empty workspace to a reservation and a confirmed handoff. Add more equipment once the basic loop works for your team.
Getting started
What is TrackDME
Reserve equipment, record checkouts and returns, and see what is ready to rent while keeping billing in your existing system.
Your first reservation and return
Create a workspace, add equipment, make a reservation, and complete the first checkout and return.
Add equipment
Add equipment types and physical units without first building a complete catalog or connecting accounting.
Identify equipment with barcodes
Use a unique barcode for every serialized unit so a scan finds the correct equipment record.
Import a spreadsheet
Review spreadsheet columns and proposed equipment or customer records before importing them.
Connect QuickBooks
Import customers and review equipment types from QuickBooks, without letting billing activity create inventory or reservations.
Daily workflows
Find equipment by scanning
Use a barcode or manual search to find a unit and record the next physical handoff.
Check equipment out
Turn a saved reservation into an actual equipment handoff while protecting other customers' holds.
Receive equipment back
Record full or partial returns and separate ready equipment from cleaning and repair holds.
Cleaning and readiness
Keep returned equipment unavailable until the required cleaning or repair is finished.
Review equipment and readiness
Find an equipment type, inspect its units or quantities, and see what is ready, out, cleaning, or in repair.
Run the day from Today
See scheduled departures, expected returns, and overdue rentals in the business's local time zone.
Reservations and rentals
Hold equipment for future customers, then track actual checkout, partial returns, extensions, and swaps.
Track equipment by quantity
Reserve and move interchangeable equipment using quantities while keeping ready, out, cleaning, and repair balances separate.
Administration
Invite your team
Invite coworkers and choose whether they can manage the workspace as an admin.
Company settings
Set the business time zone, manage your team, and configure optional imports and cleaning rules.
Your profile
Edit your personal TrackDME account: profile photo, first and last name, and see your email and role.
Billing and plans
Review existing plan prices and equipment limits, and manage the TrackDME subscription.
Activity log
Review the latest 100 individual-unit movements, with staff and timestamps, and open a unit's history.
Export your equipment records
Download current customer, equipment type, and unit data from Settings.
Delete your account
Start account deletion from the iPhone app and understand how shared business records are handled.
Reference
Recommended equipment
Label options and an optional keyboard-style barcode reader to evaluate with your devices.
Equipment readiness and custody
Understand why ready, out, cleaning, repair, and reserved equipment mean different things.
Use TrackDME on a phone
Use Today, Equipment, Rentals, and Scan in the phone app or a phone-sized browser.