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  • RefTab, a cloud-based asset management and maintenance tracking software company.
    • Ref Tab specializes in working with schools and universities.
    • Key Features of RefTab:
      • Customizable Database: Users can create categories and fields to track any type of asset.
      • Role-Based Access Controls: Allows administrators to control which users have access to different categories of assets.
      • Integrations: Ref Tab integrates with various systems such as Jamf School, Mosyle, Intune, Azure, Okta, CDW, Dell, and more. These integrations allow for automated asset updates and user provisioning.
      • Custody Verification: Sends automated emails to users to verify they still have possession of assigned assets. This helps track assets that might be transferred between users without IT involvement.
      • Loan History and Change Log: Provides a detailed record of asset assignments and any changes made to assets, including the user display name.
      • Accessories and Licenses: Allows tracking of bulk items like keyboards and cables and software licenses. It can integrate with Okta and Azure to automate license assignments.
      • Bulk Import/Export: Supports importing asset data via CSV files, making it easy to bring existing inventory data into the system.
      • Reporting and Alerts: Offers customizable reports and alerts for various scenarios, such as warranty expirations, low stock levels, and unassigned assets.
      • Workflow Automation: Enables the creation of workflows to automate tasks based on specific triggers or conditions. For instance, a workflow could automatically update an asset's status to "damaged" when a damage report is created.
      • Mobile App: Provides a mobile interface for checking assets in and out using barcode or QR code scanning.
      • Maintenance Module: Allows creation of custom maintenance work order forms and tracking of repairs.
      • Portal Users: Offers a self-service portal for users to request items or software.
    • Pricing: Ref Tab offers a free plan for the first 50 assets. They also have education discounts and a multi-tenancy option that can be more cost-effective for schools within a district.
    • Contact: To learn more about Ref Tab or schedule a demo, users can fill out a contact form on their website, email This email address is being protected from spambots. You need JavaScript enabled to view it., or call the phone number listed on the website.
  • Following the RefTab presentation, other meeting participants discuss their own asset management solutions and experiences. They mention using Snipe IT, Spiceworks, and spreadsheets.