Everything you need to run TrackDME

Learn what TrackDME does and the core model behind it: Product categories, Products, Units, Locations, Vehicles, Customers, the scan loop, and optional reprocessing.

The fastest path to your first scan: add your products, scan your units in with bulk add, then check equipment out and back in.

Build your Products catalog with AI website prefill or by adding types manually, including names, categories, and photos.

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.

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.

Scan TrackDME labels in a batch and optionally pair each one with the manufacturer's existing serial number.

Connect QuickBooks to import your customers into TrackDME and keep them in sync automatically for check-outs.

Request help from the TrackDME team to import your first catalog, label units, and run a live scan loop.

Learn the core daily workflow on the Scan page: scan with a phone or handheld reader and use the three scan modes.

Rent a unit to a customer using Check Out scan mode or the unit's Check out button, then fill the checkout form.

Receive a returned unit using Check In scan mode or the unit's Check in button, and learn where it lands afterward.

Turn on an optional clean-before-re-rent stage, for all products or just the types you flag. Off by default.

Use the unit detail page to find a unit, run status actions, edit or delete it, and read its full append-only History.

Read your dashboard route board for drop-offs and pickups, the scheduling queue, and fallback return lists.

Turn paid QuickBooks invoices into orders, pick them by barcode scan, and ship, with an automatic note back on the invoice. Growth plan.

Price a rental with a price book and delivery zones, then turn the quote into an order with optional QuickBooks invoice creation.

Forecast inventory, see what rents out most and least, and find your most profitable products, all from real usage and QuickBooks data.

Track interchangeable items such as ramp sections and accessories without assigning a barcode to every piece.

Assign delivery and pickup stops to drivers, reorder active routes, watch live locations, and handle exceptions.

Use the iPhone companion app for route navigation, equipment loading, delivery completion, pickup scans, photos, and offline work.

Add teammates to TrackDME, choose Member or Admin, and manage roles, removals, and pending invitations.

A tour of the admin-only Company settings hub: company profile, catalog re-scan, reprocessing, QuickBooks (connection, customers, products, order fulfillment), and your team.

Edit your personal TrackDME account: profile photo, first and last name, and see your email and role.

See your current plan and usage, upgrade to Pro or Growth, and manage your subscription. Admin-only.

A running history of every check-out, check-in, and other action across your whole team, most recent first.

Download a CSV of your units, products, customers, or orders, any time, from one dedicated Data Export section.

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.

Give existing TrackDME members admin, warehouse, or driver access and configure route proof and alert rules.

Add delivery vehicles, keep their details current, and assign a usual vehicle to each driver.

Two pieces of hardware we recommend to get the most out of TrackDME: durable metal asset labels and a wireless barcode scanner.

Reference for the six TrackDME unit statuses and the actions that move a unit between them, including the reprocessing gate.

Use the category, product, and unit hierarchy to keep different equipment types distinct without making the catalog unwieldy.

Use the web app phone tab bar to reach daily work quickly and open the rest of TrackDME from More.