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What will you learn?

Asset's Table

We're going to provide an in-depth look at the Assets' Table, customizing categories and best practices when adding assets.

Accessories and Consumables

What is an accessory and how is it different from an Asset? We'll go through the key differences and how you should be tracking accessories.

Software Licenses

Our new SaaS Discovery feature can automate license tracking, we'll give you a quick look at this new feature and talk over some of the benefits of license tracking.

Reservation Portal

This section will cover the needed Access Roles for the Reservation Portal. Best practices when granting access and some of the best options for your loan settings.

Integrations

Our goal at Reftab is automate as much as possible. This section is going to cover our integrations and how they can help automate your asset management.

Reports

We're going to give you an in-depth look at the Reports page, some of the most popular reports in our customer base, as well some key things to keep in mind when working with the Reports page.

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