Your first reservation and return

Create your workspace

On the website, sign up, enter your Business name, and select Create workspace. In the iPhone app, choose Don’t have an account?, finish the hosted sign-up, enter your Business name, and select Create workspace in the app. TrackDME detects your time zone for Today and overdue work. An admin can change it later in Company settings.

Add your first equipment

On the website, Add your first equipment lets you enter an Equipment name, choose Individual units with barcodes or Interchangeable items by quantity, enter barcodes or Quantity ready to rent, and choose Clean before renting again. Select Add equipment, or Skip for now and add it later from Equipment.

On iPhone, open Equipment and choose Add equipment. Enter an Equipment name. Choose Individual units with barcodes to type or scan a Unit barcode. Select Add barcode to list before entering another label, or leave the last code in the field. For Interchangeable items by quantity, enter Quantity ready to rent. Choose Clean before renting again if needed, then select Add equipment. To add stock later, open the equipment type, choose Add more equipment, enter the additional barcodes or quantity, and select Add stock. See Add equipment.

Save a reservation

On the website, open Rentals and start a new reservation. Choose a Customer or New customer, set Going out and Due back, select equipment and quantity, then Check availability and Save reservation.

On iPhone, open Rentals and choose New rental. If there is no customer yet, choose Add customer, enter Customer name and Phone (optional), then Save customer. Select the equipment, dates, and quantity, then Reserve equipment. The new customer is selected after the save is confirmed.

A reservation holds capacity. The equipment is not marked out until someone records the handoff.

Complete the loop

Open the rental and select Check out when the equipment leaves. Scan or choose the actual serialized units, or record a quantity.

When it comes back, select Receive return. Record whether returned equipment is ready, needs cleaning, or needs repair. After the work is finished, use Mark ready in Equipment.

See Reservations and rentals for partial returns, extensions, swaps, and cancellations.