Top Sites>AAsset Management Software - Simple & Intuitive | Reftab

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# Reftab: Reftab simplifies hardware and software asset management, enabling organizations to assign equipment, monitor assets globally, and stay organized.

## Sitemaps
[XML Sitemap](https://www.reftab.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [Your software inventory is missing apps. Here’s how Reftab finds them automatically.](https://www.reftab.com/blog/discover-hidden-apps): Most IT teams discover shadow IT at the worst possible time: at renewal, during an audit, or after someone leaves. Reftab's Browser Extension monitors SaaS logins automatically, surfaces discovered apps in real time, and gives IT continuous visibility without manual audits or self-reporting.
- [Reftab Named to the 2026 Capterra Shortlist for Fixed Asset Management Software](https://www.reftab.com/blog/reftab-2026-capterra-fixed-asset-management-software): New York, NY — April 2026 — Reftab, a cloud-based asset management platform trusted by thousands of IT teams worldwide, has earned placement on the 2026 Capterra Shortlist for Fixed Asset Management.
- [Do You Need IT Asset Management Software for SOC 2 Compliance?](https://www.reftab.com/blog/do-you-need-it-asset-management-software-for-soc-2-compliance): IT asset management software isn't required for SOC 2, but manual tracking fails audits. Learn what SOC 2 actually requires for asset inventory, why spreadsheets create audit findings, and when dedicated ITAM software becomes necessary.
- [Spring 2026 Release Notes](https://www.reftab.com/blog/spring-2026-release-notes): Gain full visibility into software usage with our new browser extension, automate license assignment by group, and explore new n8n and Zentral integrations. Plus, performance improvements and key bug fixes.
- [How AI coding tools are creating shadow IT compliance risks](https://www.reftab.com/blog/shadow-it-compliance-ai-coding): In this post, we’re talking about how to get in front of this looming shadow IT compliance crisis. 
- [IT Asset Tracking Spreadsheet vs. Software: 7 Signs It’s Time to Make the Switch](https://www.reftab.com/blog/it-asset-tracking-spreadsheet-vs-software): If you've landed on this page, chances are you're somewhere in that progression. You Googled "IT asset tracking spreadsheet" hoping to find a better template, but deep down you're wondering whether a better spreadsheet is really the answer, or whether you've outgrown spreadsheets entirely.
- [Reftab Named to Capterra Shortlist for Maintenance Management Software in 2026](https://www.reftab.com/blog/maintenance-management-software-award-2026): , — Reftab, a leading provider of maintenance management software and tool tracking solutions, is proud to announce its inclusion on the prestigious 2026 Capterra Shortlist for Maintenance Management Software. This recognition, powered by Gartner Digital Markets, validates Reftab's commitment to delivering exceptional software for facilities teams, warehouse operations, and IT departments worldwide.
- [January 2026 Release Notes](https://www.reftab.com/blog/january-2026-release-notes): Happy New Year!🎉
- [How to predict and forecast SaaS usage and license needs with AI](https://www.reftab.com/blog/forecast-saas-usage): Ask any IT Director how many licenses they'll need next quarter, and you'll get a pause, a spreadsheet pull, and an educated guess. 
- [Cloud license optimization when your SaaS stack is out of control](https://www.reftab.com/blog/cloud-license-optimization): Cloud license optimization fixes this. It's the process of getting visibility into what you're actually paying for, who's actually using it, and whether you're getting value from each subscription. This isn’t exactly glamorous work. But it's the difference between a SaaS stack that runs your business and one that just runs up your bill.
- [Actionable strategies to reduce software risk exposure](https://www.reftab.com/blog/reduce-software-risk-exposure): Your IT team just locked down the obvious threats. Firewalls are configured, endpoints are monitored, and your incident response plan is up to date. But somewhere in accounting, someone signed up for a free PDF tool three months ago. It's still running. Nobody knows it's there. And it just became your newest attack surface.
- [Apple Business Manager Meets IT Asset Management Software: A Guide for IT Admins](https://www.reftab.com/blog/apple-business-it-asset-management): If you're managing Apple devices and looking for an IT asset management platform that integrates with Apple Business Manager, you're already thinking like one of those admins. You know that manual data entry doesn't scale, and you're looking for a better way.
- [Forbes Advisor Names Reftab Best IT Asset Management Software of 2025](https://www.reftab.com/blog/forbes-advisor-names-reftab-best-it-asset-management-software-of-2025): , — Reftab, a leading provider of IT asset management software, today announced that its platform was ranked Best IT Asset Management Software by Forbes Advisor for 2025. This marks the second year in a row Reftab has earned the #1 spot, having also been named the Best IT Asset Management Software in 2024. The company was specifically recognized as "Best for All-Encompassing Customizable Platform."
- [Why you need automated app discovery in your company ](https://www.reftab.com/blog/automated-app-discovery): Here’s how to set it up and why automated app discovery is now a non-negotiable for any serious IT operation.
- [Stop surprise charges with software renewal tracking visibility ](https://www.reftab.com/blog/streamline-software-license-management-with-reftab-a-comprehensive-guide): With Reftab, managing software licenses becomes a breeze, thanks to its intuitive features that simplify the entire process.
- [Reftab’s Summer 2025 Release Notes](https://www.reftab.com/blog/reftabs-summer-2025-release-notes): Happy fall everyone!
- [How to monitor what software your team actually uses](https://www.reftab.com/blog/application-usage-tracking): Meanwhile, SaaS renewals keep auto-charging, and your software stack keeps expanding whether you planned for it or not. Without real application usage tracking, IT leaders are left making guesses instead of informed decisions.
- [Reftab Recognized with Multiple Accolades from Capterra, Software Advice and GetApp in 2025](https://www.reftab.com/blog/reftab-recognized-with-multiple-accolades-from-capterra-software-advice-and-getapp-in-2025): We’re proud to share that Reftab has been honored with multiple recognitions from Gartner Digital Markets brands - Capterra, Software Advice, and GetApp. Our product has been featured across several flagship reports released in 2025, reaffirming our commitment to delivering the best asset management software to our users and recognizing our excellence in functionality, user satisfaction, and overall performance.
- [Multi-year contract lengths: Who really benefits?](https://www.reftab.com/blog/multi-year-contract-lengths-who-really-benefits): Every IT manager knows the pain of a surprise renewal. The email that shows up in your inbox on a Tuesday morning: “Your subscription has been renewed for another year.” No heads up. No chance to renegotiate.
- [Software asset management: How to control cost and compliance](https://www.reftab.com/blog/software-asset-management-how-to-control-cost-and-compliance): Software asset management (SAM), sometimes called software license management, is the process of tracking, managing, and optimizing every piece of software your company owns or subscribes to. It covers enterprise platforms, SaaS apps, and the low-cost tools that often slip in unnoticed.
- [What is Software Asset Management (SAM) and Why Your Organization Needs It](https://www.reftab.com/blog/what-is-software-asset-management-sam-and-why-your-organization-needs-it): Software is one of the most significant investments organizations make. Yet, without structure and discipline, software costs can spiral, risks can multiply, and vendors can use audits as leverage to extract more money from you. This is where Software Asset Management (SAM) becomes essential.
- [Never miss another software renewal: Alerts that save your budget](https://www.reftab.com/blog/never-miss-another-software-renewal-alerts-that-save-your-budget): For instance, IT focuses on security, performance, and whether the tool is still relevant. Finance monitors overall spend and ensures software renewals align with budget cycles. Procurement negotiates terms and manages vendor relationships.
- [Reftab Recognized as “Highly Rated” in 2025 Best Free Maintenance Management Software Report](https://www.reftab.com/blog/reftab-recognized-as-highly-rated-in-2025-best-free-maintenance-management-software-report): We’re excited to share some fantastic news — Reftab has been listed as “Highly Rated” for Asset Tracking Software in the 2025 Best Free Maintenance Management Software Report.
- [When to Archive vs. Delete Assets: ITAM Best Practices](https://www.reftab.com/blog/when-to-archive-vs-delete-assets-itam-best-practices): Managing IT assets effectively isn't just about tracking what you have—it’s about keeping a clean and accurate database without losing critical records.
- [Reftab’s Spring 2025 Release Notes](https://www.reftab.com/blog/reftabs-spring-2025-release-notes): Spring is here, and with it comes a fresh wave of updates from the Reftab team! This season’s release focuses on making IT asset management even more efficient, secure, and user-friendly, with new integration capabilities, smarter automation features, and updated visuals that give Reftab a more modern look
- [Mastering the 6 Stages of the IT Asset Lifecycle with Reftab](https://www.reftab.com/blog/how-do-i-manage-my-it-asset-lifecycle-using-reftab): IT asset lifecycle management is the structured process of overseeing IT assets from acquisition to retirement. Each stage of a device’s lifecycle involves specific policies and workflows within the broader IT environment. Clear, well-defined processes enhance asset performance, reduce downtime, support business objectives, and ultimately help organizations cut costs while maximizing ROI.
- [Reftab Recognized with the 2025 “Best Ease of Use” Award for IT Management Category and More](https://www.reftab.com/blog/reftab-recognized-with-the-2025-best-ease-of-use-award-for-it-management-category-and-more): We are excited to share that Reftab, an innovative asset management platform, has been recognized with multiple awards, like 2025 “Best Ease of Use" and more badges from Gartner Digital Markets platforms: Capterra and Software Advice. Reftab provides businesses with powerful tools for efficient asset management, enabling seamless tracking, reporting, and maintenance scheduling.
- [Reftab’s Winter 2025 Release Notes](https://www.reftab.com/blog/reftabs-winter-2025-release-notes): We’re excited to share some new features and enhancements with you! In our last email, we announced our SOC 2 Type II certification—a major milestone for our team. But we’re not stopping there—we’re committed to continuously improving Reftab with new updates designed to enhance your experience.
- [Reftab Achieves SOC 2 Type 2 Certification: Strengthening Our Commitment to Security and Customer Trust](https://www.reftab.com/blog/reftab-achieves-soc-2-type-2-certification-strengthening-our-commitment-to-security-and-customer-trust): At Reftab, security is at the core of everything we do. We’re excited to announce that we’ve successfully achieved SOC 2 Type II certification! This certification reinforces our dedication to maintaining the highest security standards and providing our customers with the peace of mind they deserve.
- [Tracking Microsoft 365 Licenses with Reftab’s SaaS Discovery](https://www.reftab.com/blog/tracking-office-365-apps-with-reftabs-microsoft-saas-discovery): We’re thrilled to announce that Reftab now integrates with Microsoft 365! This powerful enhancement allows you to pull in even more software licenses, providing deeper insights into your organization's software usage.
- [How to troubleshoot Reftab’s PowerBi Desktop Connector](https://www.reftab.com/blog/how-to-troubleshoot-reftabs-powerbi-desktop-connector): Reftab offers an integration with Microsoft Power BI. We’ve developed a custom connector that you’ll need to download and configure. This guide can be used to help troubleshoot common issues.
- [IT and Software Asset Management with Reftab](https://www.reftab.com/blog/it-and-software-asset-management-with-reftab): When managing IT assets, maintaining organization, ensuring compliance, and controlling costs are top priorities for any organization. Reftab simplifies this process by offering a unified platform for hardware and software asset management.
- [A comprehensive Guide to Warehouse Management](https://www.reftab.com/blog/a-comprehensive-guide-to-warehouse-management): Warehouse management is about solving this fundamental problem. That’s how to keep track of a lot of stuff—tools, inventory, equipment—and make sure it’s all in the right place at the right time.
- [Reftab Release Notes (late Fall 2024)](https://www.reftab.com/blog/reftab-release-notes-late-fall-2024): We’re excited to announce two powerful new features now available in Reftab! Software Surveys Audit Reconciliation Software Surveys Create customizable questionnaires to check if users still need assigned software.
- [Reftab’s Fall 2024 Release Notes](https://www.reftab.com/blog/reftabs-fall-2024-release-notes): Hi all, we're excited to share what's new in the Reftab platform! Custom Emails: Now support asset-specific details for more informative workflow alerts. Request Flows: A “Change Asset Location” action allows approvals for asset moves.
- [Actionable Tips for Heavy Equipment Asset Management](https://www.reftab.com/blog/actionable-tips-for-heavy-equipment-asset-management): You’re managing a multimillion-dollar construction project, and everything’s moving along smoothly until one of your key excavators breaks down. Suddenly, you’re scrambling to find a replacement, the project grinds to a halt, and every hour of downtime is costing you thousands.
- [Streamlining IT Asset Management with Zero-Touch Deployment](https://www.reftab.com/blog/streamlining-it-asset-management-with-zero-touch-deployment): Zero-touch deployment has revolutionized IT asset management, enabling devices to be set up and configured without hands-on involvement from IT teams. Solutions like Reftab, Intune, and Jamf and more, empower IT admins to oversee devices remotely, allowing assets to be fully configured and provisioned without physical interaction.
- [A Flexible Alternative to Jira’s External Assets Platform](https://www.reftab.com/blog/a-flexible-alternative-to-jiras-external-assets-platform): Jira recently announced it will deprecate its External Assets Platform by the end of 2024. This limits options for users who rely on external asset-tracking tools.
- [A Detailed Guide to Facility Management Software](https://www.reftab.com/blog/a-detailed-guide-to-facility-management-software): You’re managing multiple properties, juggling maintenance requests, and tracking a variety of assets—all while trying to keep everything running smoothly. Then, the HVAC system in one building goes down, a critical maintenance inspection gets missed in another, and you’re left scrambling to pick up the pieces.
- [The Definitive Guide to Maintenance Management Software](https://www.reftab.com/blog/the-definitive-guide-to-maintenance-management-software): Looking for maintenance management software when you're already juggling a million things on a job site? Yeah, I get it. It can feel like just another item on your never-ending to-do list.
- [Enhanced SaaS Application Management with Okta and Azure](https://www.reftab.com/blog/enhanced-saas-application-management-with-okta-and-azure): We are excited to announce new enhancements to our Okta and MS Azure/Entra integrations.
- [The Ultimate Guide to Tool Management](https://www.reftab.com/blog/the-ultimate-guide-to-tool-management): Have you ever wondered if your current tool management system is holding you back? Managing thousands of tools and equipment efficiently is crucial for maintaining productivity and ensuring operational efficiency.
- [Reftab’s Summer 2024 Release Notes](https://www.reftab.com/blog/reftabs-summer-2024-release-notes): Hello everyone! As Summer's been in full swing we have another round of Reftab release notes for you today. We’ve added some highly requested features and functionality that we’re excited to show you, so let’s dive in!
- [Reftab’s Winter 2024 Release Notes](https://www.reftab.com/blog/reftabs-winter-2024-release-notes): Reftab's latest release notes from 2024. This guide covers our newest integrations and feature enhancements for Q1 of 2024.
- [What is SCIM Provisioning? Overview of Benefits, How it Works and More](https://www.reftab.com/blog/what-is-scim-provisioning-overview-of-benefits-how-it-works-and-more): Pairing SCIM with robust IT asset management tools like Reftab, revolutionizes user on-boarding, off-boarding, and overall system management for organizations.
- [IT Advantages: Simple Procurement Tracking in Asset Management Software](https://www.reftab.com/blog/it-benefits-track-procurement-in-asset-management-software): Combining procurement and approval management within a unified asset management platform marks a substantial enhancement in operations.
- [Proactive Maintenance: How to be Efficient with Work Orders](https://www.reftab.com/blog/proactive-maintenance-how-to-be-efficient-with-work-orders): In this comprehensive guide, we embark on a journey to unravel the significance of proactive maintenance in asset management.
- [The Ultimate Asset Tracking and Management Solution](https://www.reftab.com/blog/the-ultimate-asset-tracking-and-management-solution-reftab): Reftab not only handles the basics of asset management & tracking, but also propels your organization towards seamless automation and complexity management.
- [Asset Management Software for MSPs: Reftab’s Comprehensive Solution](https://www.reftab.com/blog/asset-management-software-for-msps-reftabs-comprehensive-solution): Reftab's asset management software is tailored to meet the unique needs of MSPs, providing a robust solution for IT Asset Tracking.
- [The Ultimate Guide to IT Asset Management Tools](https://www.reftab.com/blog/the-ultimate-guide-to-it-asset-management-tools): Discover the Power of IT Asset Management Tools: A quick guide on the significance of these tools and how they can be a game-changer for your business.

## Pages
- [EZO Alternatives](https://www.reftab.com/ezo-alternatives): Award-Winning IT Asset Management Software for 1,000+ Companies
- [Snipe-IT Alternatives](https://www.reftab.com/snipe-it-alternatives): Award-Winning IT Asset Management Software for 1,000+ Companies
- [Mobile Asset Management Software](https://www.reftab.com/mobile-asset-management-maintenance-software): Use the mobile devices your team already has.
- [Asset Tags & Barcodes](https://www.reftab.com/custom-asset-tags): Design and print your own asset tag labels with your company logo and custom text. Print directly to label printers such as Dymo, Brother, Zebra or print to Avery templates. Scan barcodes for easy asset lookups, check in and check out.
- [Self Serve Booking Portal](https://www.reftab.com/customizable-request-portal): Reftab's self-service, request and booking software allows you to display inventory to students, staff or team members that need to quickly request equipment for use. Users can easily browse for equipment and manage asset check-ins, check-outs, and real-time monitoring, eliminating the need for constant administrative oversight.
- [Inventory & Consumables](https://www.reftab.com/free-inventory-tracking-software): Effortlessly manage consumables and accessories with our powerful tracking tool. Stay organized with stock, ensuring efficient utilization for your business. Simple, automated alerts can be sent to keep you informed of low inventory. Automations and integrations available for more up-to-date and accurate records.
- [Requests & Approvals Workflow](https://www.reftab.com/procurement-tracking-software): Reftab's platform offers a centralized service catalog for hardware and software, enabling users to submit requests efficiently while giving administrators the tools to track software usage and manage spending effectively.
- [Maintenance Management & Work Orders](https://www.reftab.com/maintenance-management-and-work-order-software): Reftab is the easiest way to track all of your tools and manage equipment maintenance. Our software offers a sleek, customizable solution for tracking calibrations, inspections, usage, & more. All are tailored to meet your crew's every need.
- [Book a Demo](https://www.reftab.com/book-demo): "I wasn't really expecting to have that kind of an effect because now we can do things faster. We can do things better, and it's just very clear. It makes us look good to our department."
- [Terms of Service](https://www.reftab.com/terms-service): Last Updated:
- [Subscription Terms](https://www.reftab.com/subscription-terms): The specific software, software-as-a-service for which you have contracted (the "Services") will be identified in a print or electronic document identified in your account. Your account will identify each transactions pricing and related provisions and may reference or link to supplemental terms, agreements or policies. The identifying information in your account, together with these Terms of Sale form a single contract (the "Agreement"). "Reftab", "we", "us" or "our" means Reftab LLC or Affiliate(s). "You" or "your" means collectively the other entity(ies) executing or assenting to the Agreement. "Affiliate" means any entity that controls, is controlled by, or is under common control with, another entity. An entity "controls" another if it owns directly or indirectly a sufficient voting interest to elect a majority of the directors or managing authority or otherwise direct the affairs or management of the entity.
- [GDPR](https://www.reftab.com/gdpr): Reftab is GDPR compliant and is committed to providing our users with the best possible experience to ensure that they can safely rely on our platform to fit their needs. Our goal is to be as transparent as possible with our users about the data we collect to provide that service, how it is used, and with whom it is shared.
- [Privacy Policy](https://www.reftab.com/privacy-policy): We value your privacy very highly. Please read this Privacy Policy carefully before using the www.reftab.com Website (the "Website") operated by Reftab LLC, a(n) Limited Liability Company formed in New York, United States ("us," "we," "our") as this Privacy Policy contains important information regarding your privacy and how we may use the information we collect about you.
- [Other Industries](https://www.reftab.com/industries/others): other industries
- [Construction](https://www.reftab.com/industries/construction): construction
- [Non Profits](https://www.reftab.com/industries/non-profits): non-profits
- [Healthcare](https://www.reftab.com/industries/healthcare): Healthcare
- [Education](https://www.reftab.com/industries/education): EDUCATION
- [Technology/IT](https://www.reftab.com/industries/technology): Technology/IT
- [Industry](https://www.reftab.com/industries): Reftab simplifies asset management for IT, technology, education, healthcare, and more. A versatile platform designed to meet the unique needs of any industry.
- [People Management](https://www.reftab.com/product/people-management): Keep employees accountable for the devices in their possession. Reftab's check-in and check-out system makes it easy to assign equipment and track custody. Automated ownership verifications confirm users still have their gear and that it's working. Set return dates, refresh reminders, and let Reftab handle the follow-up.
- [IT Spend Management](https://www.reftab.com/product/it-spend-management): Stop guessing what assets are in stock, what's been spent, or who approved it. Reftab connects your IT assets, employee requests, and budget planning in one platform, so you can reduce waste, stay compliant, and plan with confidence.
- [Maintenance Management](https://www.reftab.com/product/maintenance-management): Reftab is the easiest way to track all of your tools and manage equipment maintenance. Our software offers a sleek, customizable solution for tracking calibrations, inspections, usage, & more. All are tailored to meet your crew's every need.
- [Software Asset Management](https://www.reftab.com/product/software-asset-management): No more messy spreadsheets and surprise charges. Uncover unused software, eliminate duplicate tools, and control costs before they spiral. Reftab makes it easy to track license costs, monitor usage, and stay ahead of renewals.
- [Hardware Asset Management](https://www.reftab.com/product/hardware-asset-management): Get full control over your hardware without the messy Excel files. Reftab makes it easy to track all of your hardware, software, and equipment across teams and locations. Assign devices, monitor usage, schedule maintenance, and stay audit-ready, all from one simple platform.
- [Product](https://www.reftab.com/product): Designed for end-to-end asset management - from IT hardware and SaaS to maintenance and facilities.
- [Pricing](https://www.reftab.com/pricing): Free for teams to try. No commitment, no contracts, cancel any time.
- [Blog](https://www.reftab.com/blog)
- [Resources](https://www.reftab.com/resources): Find all the latest news and knowledge on asset management software, along with our success stories.
- [Contact Us](https://www.reftab.com/contact-us): Find answers to your questions below. Contact us if you couldn't find what you're looking for.
- [Reviews](https://www.reftab.com/reviews): Organizations of all sizes and industries trust Reftab to manage their assets efficiently and save time and money. See what our customers have to say.
- [About Us](https://www.reftab.com/about-us): 100% designed and developed by our team in the USA
- [Homepage](https://www.reftab.com/): Asset Management Software for Innovative IT Teams

## FAQs
- [How Do I Integrate with FleetDM?](https://www.reftab.com/faq/how-do-i-integrate-with-fleetdm): This guide walks you through integrating FleetDM with Reftab. Once connected, devices from FleetDM will flow into your Reftab account automatically, helping keep your asset records accurate without manual imports. Configuration is straightforward and only takes a few steps.
- [How do I integrate with Xero?](https://www.reftab.com/faq/how-do-i-integrate-with-xero): Reftab integrates with Xero to sync and map invoices to your licenses. In this guide we will cover the following:
- [How do I connect n8n to Reftab?](https://www.reftab.com/faq/how-do-i-connect-n8n-to-reftab): Using Reftab’s Open API with n8n lets you build powerful automations, from syncing assets with your other platforms to triggering specific alerts when equipment is checked out. This guide walks you through connecting your Reftab account to the official Reftab n8n node.
- [How to Merge Asset Fields](https://www.reftab.com/faq/how-to-merge-asset-fields): This guide shows how to merge data from one field to another in Reftab. For example, if you've ended up with two fields containing the same type of data — say, "Date Purchased" and "Date of Purchase" — this guide explains how to consolidate them by moving data from one field into the other, so your records stay clean and consistent.
- [How Do I Integrate Reftab with Zentral](https://www.reftab.com/faq/how-do-integrate-with-zentral): This guide walks you through connecting Reftab with Zentral. Once integrated, your inventory will automatically sync into Reftab, improving discovery and eliminating manual data entry. Setup takes just a few steps.
- [Introduction to the Reftab Browser Extension](https://www.reftab.com/faq/reftab-browser-extension): The Reftab Browser Extension is a lightweight tool that helps IT teams discover and track SaaS application usage across their organization. It's one of the key ways Reftab helps you get a handle on shadow IT. Whether your organization needs to comply with security policies and regulations like GDPR, or your IT team simply needs an automated way to log the software being used across the company without relying on manual data entry, the Reftab Browser Extension gives you that visibility.
- [How do I configure SSO with OneLogin?](https://www.reftab.com/faq/configuring-sso-with-onelogin): 1) Login to OneLogin as an Administrator
- [Expression Fields Reference](https://www.reftab.com/faq/expression-fields-reference): Reftab's calculated expression fields allow you to build dynamic, calculated fields using placeholders, operators, and functions.
- [How do I integrate Reftab with Apple Business Manager?](https://www.reftab.com/faq/apple-business-manager-integration): This guide walks you through connecting Reftab with Apple Business Manager (ABM). Once integrated, your Apple devices automatically sync into Reftab, improving asset discovery and eliminating manual data entry. Setup takes just a few steps.
- [How does Reftab prevent duplicate assets?](https://www.reftab.com/faq/how-does-reftab-prevent-duplicate-assets): Reftab is designed to safely synchronize endpoint-managed devices without creating duplicate assets or overwriting incorrect records. To accomplish this, Reftab uses a combination of Serial Number and integration specific identifiers to uniquely match devices to existing assets.
- [How do I use custom expression fields?](https://www.reftab.com/faq/how-do-i-use-custom-expression-fields): In this guide, we'll show you how Reftab can automatically calculate field values using formulas that reference other fields.
- [How to unlock a sub-user’s account](https://www.reftab.com/faq/how-to-unlock-a-sub-users-account): A Reftab admin can unlock any sub account from the “Sub-Accounts” page. Click "settings" > "sub accounts"
- [What is a kit template and how can I create them?](https://www.reftab.com/faq/what-is-a-kit-template-and-how-can-i-create-them): Kit templates in Reftab let you pre-define the components of a kit, ensuring all necessary items are included before handing it out. For example, before a photography shoot, a kit might need lenses, cameras, tripods, and lights. With a template checklist, you can easily define these items.
- [Asset Overlay – How to update assets with unique values in bulk](https://www.reftab.com/faq/asset-overlay-how-to-update-assets-with-unique-values-in-bulk-2): Asset overlay allows you to update assets in bulk where each asset requires a different field value.
- [Scanning pre-existing or pre-printed barcodes with the Reftab mobile app](https://www.reftab.com/faq/scanning-pre-existing-or-pre-printed-barcodes-with-the-reftab-mobile-app): The Reftab app can scan preexisting barcodes and qr-codes. As long as the asset number on the qr-code or barcode exists within your Reftab account prior to scanning, the app will recognize the item and pull up data.
- [How do I change the display image for an accessory?](https://www.reftab.com/faq/how-do-i-change-the-display-image-for-an-accessory): By using Reftab's mobile app, or the desktop site you can change the image of an accessory item.
- [Do archived assets count towards my total asset count?](https://www.reftab.com/faq/do-archived-assets-count-towards-my-total-asset-count): No, archived assets do not count towards your total asset count. Reftab allows you to store unlimited archived assets for free. For a guide on how to archive assets in Reftab, click here.
- [Overview of Reftab’s Equipment Request Feature](https://www.reftab.com/faq/overview-of-reftabs-equipment-request-feature): Users can submit requests for company equipment that may not be available and requires purchase or submit a request to reserve equipment when it's next back in stock. This centralized system ensures that requests are properly managed, documented, and authorized, removing the need for manual paperwork or email-based requests, which can easily become lost or delayed.
- [Does Reftab Allow Creating Custom Emails?](https://www.reftab.com/faq/does-reftab-allow-creating-custom-emails): Yes, Reftab lets you create custom emails, typically used within workflows. For example, if an asset undergoes maintenance and fails inspection, you can trigger an email to notify someone with the asset’s details. This ensures timely communication and provides the necessary information. This guide will show you how to set up this process, helping you use custom emails for other business-specific needs as well.
- [Adding Images to Maintenance Forms – How To](https://www.reftab.com/faq/adding-images-to-maintenance-forms-how-to): Images can be used to customize maintenance forms with logos, branding, and other visual elements, creating a polished and professional appearance like the forms depicted below.
- [Can Reftab Track Installed Software?](https://www.reftab.com/faq/can-reftab-track-installed-software): Yes, by setting up the Jamf, Intune or NinjaOne integrations, Reftab tracks installed software applications. When viewing an asset, you can click the tab labeled, "Licenses and Software". A table will appear showing installed software on the machine. Reftab uses AI to place each found software into a category, this not only makes it easier to read, but helps understand cost and usage by type. The system will constantly check against CVE, short for Common Vulnerabilities and Exposures - a list of publicly disclosed computer security flaws. If a vulnerability is found, you'll see it highlighted. You can click on the vulnerability notice and a pop-up will display showing more details.
- [How to troubleshoot Reftab’s PowerBi Desktop Connector](https://www.reftab.com/faq/how-to-troubleshoot-reftabs-powerbi-desktop-connector): Reftab offers an integration with Microsoft Power BI. We've developed a custom connector that you'll need to download and configure. This guide can be used to help troubleshoot common issues.
- [How to: Utilize Preset Asset Titles](https://www.reftab.com/faq/how-to-utilize-preset-asset-titles): Preset asset titles help maintain consistency when creating new assets by allowing you to predefine specific titles for each asset category. This guide walks you through the process of setting up, managing, and applying preset asset titles within Reftab.
- [Configuring Reservation Approvals from Requests](https://www.reftab.com/faq/configuring-reservation-approvals-from-requests): This guide will help you configure the request catalog (a.k.a. the request portal) to use approval flows. By doing so, your users will be able to log into your company portal and search for individual assets. They can click on a custom request button which will capture their desired pickup / return times for the item and also start an approval process. Approval processes can allow one or more people to view a request and approve it before the item is finally reserved and then checked out to the user.
- [How to: Purge your Reftab Data](https://www.reftab.com/faq/how-to-purge-your-reftab-data): In certain circumstances, it may be necessary to purge certain aspects of your data inside of Reftab. This guide will walk you through how to properly do this.
- [How do I create a Maintenance Form PDF?](https://www.reftab.com/faq/how-do-i-create-a-maintenance-form-pdf): Managing maintenance tasks efficiently often requires clear documentation and standardized forms. Within our platform, you can build a custom PDF to accompany your Maintenance Request Form, ensuring that all necessary information—like asset details, assigned personnel, and completion dates—is clearly laid out. The steps below guide you through creating this PDF template, from generating a base layout to adding images and customizing fields
- [User details not updating after provisioning](https://www.reftab.com/faq/user-details-not-updating-after-provisioning): If users are not updating properly after being provisioned from Azure/Entra to Reftab (e.g. name changes, department, titles, or disable status not showing), follow these steps:
- [Zendesk Error: Custom field of Assets is missing for tickets](https://www.reftab.com/faq/zendesk-error-custom-field-of-assets-is-missing-for-tickets): If you are experiencing issues with Zendesk and have encountered the error below, follow the steps in this guide to resolve it.
- [How to Setup Microsoft Teams Integrations](https://www.reftab.com/faq/how-to-setup-microsoft-teams-integrations): Reftab seamlessly integrates with Microsoft Teams, allowing you to send automated notifications directly to your team channels. Whether it's an asset being checked out, a reservation update, or a custom alert, connecting Reftab to Microsoft Teams ensures your team stays informed and aligned—right where they’re already collaborating.
- [How to Setup Slack Channel Integrations](https://www.reftab.com/faq/how-to-set-up-slack-channel-integrations): Reftab makes it easy to keep your team informed by sending automated notifications directly to your Slack channels. Whether it's a new asset check-in, upcoming maintenance, or reservations, you can seamlessly integrate Slack to ensure everyone stays up to date in real time.
- [Creating Custom Email Alerts for Assets Requiring Attention](https://www.reftab.com/faq/creating-custom-email-alerts-for-assets-requiring-attention): Reftab lets you set up custom emails triggered by specific actions, containing asset details so you know which item needs attention. This guide, for instance, shows how to create an email alert for assets that fail a diagnostic test.
- [How does Reftab keep my data secure?](https://www.reftab.com/faq/how-does-reftab-keep-my-data-secure): At Reftab, protecting your data is our top priority. We’ve built multiple layers of security into our infrastructure, application, and operations to ensure your information remains safe, private, and always available.
- [An Overview of Reftab’s Recent Updates to Software Asset Management](https://www.reftab.com/faq/an-overview-of-reftabs-recent-updates-to-software-asset-management): Software is too critical—and too costly—to manage haphazardly. Reftab’s latest updates give you greater control, reduce unnecessary spend, and enforce standardization across your software environment. Without a strong SAM initiative, your organization is exposed to risk, inefficiency, and disruption. That’s why we’ve enhanced our software tracking capabilities: to help you take control, demonstrate strategic value, and make software asset management a top priority for driving business success.
- [How can I archive or dispose of my assets and view archived asset?](https://www.reftab.com/faq/how-can-i-archive-or-dispose-of-my-assets-and-view-archived-asset): By applying an archived status label, you can track assets that are disposed, sold, donated, or otherwise. This guide will show you how to archive assets and how to view archived assets. Archived assets are hidden by default unless specifically filtered upon. By doing so, your account does not become cluttered with irrelevant information when you don’t need it. However, when you do need to see these items, you can easily do so. Follow this guide for information on how to set this up.
- [How to Filter Assets by Reservation Availability](https://www.reftab.com/faq/filter-asset): When searching through assets, you may need to find items that will be available during a specific time period. This post shows how to filter assets based upon reservation dates so that items unavailable during your desired times are hidden, and only items available will display. By doing so, you wont need to waste time searching through pages of items and instead, get to what you need quickly.
- [How to: Submit Reservations via the Reftab Mobile App](https://www.reftab.com/faq/how-to-submit-reservations-via-the-reftab-mobile-app): Reserving through the mobile app is a simple and efficient process designed to help users find and secure the items they need. This guide walks you through each step, from locating assets to finalizing your reservation, ensuring a seamless experience every time.
- [How to: Auto-Assign Asset Locations via Loanee Fields in Workflows](https://www.reftab.com/faq/how-to-auto-assign-asset-locations-via-loanee-fields-in-workflows): This guide explains how to use automated workflows in Reftab to move assets to a loanee’s location by referencing a dynamic loanee field. By doing so, assets can move between locations based on wherever the owner of the asset is. For example, if a user’s location is New York, this workflow would move the asset to the New York location automatically.
- [Track Adobe Licenses Automatically with Reftab’s Adobe Integration](https://www.reftab.com/faq/does-reftab-integrate-with-adobe): Reftab offers a direct integration with Adobe, allowing you to automatically import user license assignments. This enables administrators to clearly see which users have access to Adobe applications. By setting up this integration, you can seamlessly track Adobe usage without relying on manual updates.
- [What HR System does Reftab connect to?](https://www.reftab.com/faq/what-hr-system-does-reftab-connect-to): Reftab integrates with a wide range of HR platforms to automate user imports, onboarding ticket creation, and offboarding workflows. If you're looking to connect your HR system to Reftab, we recommend using our Finch-powered integration. 👉 How to Integrate Your HR System with Reftab Below is a list of HR platforms currently enabled and supported
- [How do I integrate NinjaOne with Reftab?](https://www.reftab.com/faq/how-do-i-integrate-ninjaone-with-reftab): The NinjaOne integration allows Reftab to automatically sync hardware asset and software data from NinjaOne. Devices managed in NinjaOne will appear in Reftab, complete with key metadata such as hostname, OS, and more — eliminating the need for manual entry. In this guide we will cover the following: Configuring NinjaOne Configuring Reftab Additional Information Configuring
- [How Do I Integrate My HR System with Reftab?](https://www.reftab.com/faq/how-do-i-integrate-my-hr-system-with-reftab): Reftab supports integration with Finch — a unified API that connects to over 200 HR systems such as Workday, BambooHR, and more. This connection allows Reftab to securely import user data and automate onboarding/offboarding workflows. In this guide we will cover the following: Why Use This Integration?How to Set It UpSuggested Next StepsSecurity and Compliance
- [How Does Asset ID Generation Work in Reftab?](https://www.reftab.com/faq/how-does-asset-id-generation-work-in-reftab): In Reftab, asset identification can be streamlined using the Asset Increment setting, which enables automatic generation of Asset IDs. Instead of requiring users to manually enter an ID for every new asset, this feature finds the highest existing Asset ID in the system and generates the next one in sequence. This automation helps ensure consistency, reduces user error, and speeds up the asset creation process—especially useful for teams managing large inventories or frequently adding new items.
- [How Do I Archive Deprovisioned Google Workspace Assets?](https://www.reftab.com/faq/how-do-i-archive-deprovisioned-google-workspace-assets): Within your Google Workspace integration settings, be sure to sync the field labeled “Status”.
- [How do I setup and utilize Onboarding and Offboarding?](https://www.reftab.com/faq/how-do-i-setup-and-utilize-onboarding-and-offboarding): Onboarding and offboarding are key aspects of IT Asset Management (ITAM), ensuring that employees receive the necessary hardware, software, and access when they start and that all assets are properly reclaimed when they leave. In this guide, we’ll walk through setting up onboarding and offboarding tickets in Reftab to streamline asset assignments, recoveries, and ensure a smooth transition for employees.
- [Preventing Check-outs for Specific Users](https://www.reftab.com/faq/preventing-check-outs-for-specific-users): In certain situations, it may be necessary to prevent users from checking out specific assets. This guide walks you through an example scenario where we use automated workflows to enforce check-out restrictions.
- [Importing Locations in Bulk with Reftab](https://www.reftab.com/faq/importing-locations-in-bulk-with-reftab): Managing multiple locations efficiently is crucial for organizations with multiple buildings, rooms, or campuses. This guide will walk you through how to import locations from a CSV file.
- [CDW + Reftab Integration Troubleshooting Guide](https://www.reftab.com/faq/cdw-reftab-integration-troubleshooting-guide): Facing issues with the CDW integration? This guide outlines the most effective steps to resolve common problems and ensure a smooth data transfer. Troubleshooting Steps Verify Initial Setup – Ensure that your CDW integration setup is complete and that you have shared the correct endpoint and token with your CDW account manager. Confirm Category Mapping
- [Integrating Mosyle with Reftab: Step-by-Step Instructions](https://www.reftab.com/faq/integrating-mosyle-with-reftab-step-by-step-instructions): Looking to streamline your device management and asset tracking by integrating Mosyle with Reftab? This comprehensive guide will show you how to connect these two powerful platforms seamlessly. In this guide, we’ll cover the following topics: Generating an access token Configuring access in Reftab Configuring basic integration settings Field mappings Generating an access token To
- [How To: Tag and Manage Deployed Assets in Reftab](https://www.reftab.com/faq/how-to-tag-and-manage-deployed-assets-in-reftab): This guide is designed for individuals managing deployed assets that have not yet been tagged with asset labels. It walks you through ordering pre-printed asset tags and importing a corresponding asset list into Reftab, ensuring the assets are preloaded into the system with Asset IDs. This is an alternative method to placing asset tags on items at the same time as adding a new asset record.
- [License Surveys – How to](https://www.reftab.com/faq/license-surveys-how-to): License surveys are a valuable tool for administrators to manage software licenses more effectively. By sending surveys to users with checked-out licenses in Reftab, administrators can gain insights into license usage, identify underutilized resources, and make informed decisions about renewals or reallocations. This process helps optimize costs and ensure organizations get the most value from their software investments.

## Success Stories
- [Braintree Public Schools](https://www.reftab.com/success-stories/school-it-asset-management-braintree): A two-person IT team needed to track 12,000 devices across 7,000 students. Reftab gave them one platform to manage it all — from Chromebook loans to software licenses.
- [Qanstruct](https://www.reftab.com/success-stories/construction-asset-tracking-quanstruct): Spreadsheets couldn't keep up as this construction firm scaled. See how Qanstruct uses Reftab to track assets across multiple states from one platform.
- [National Space Centre](https://www.reftab.com/success-stories/national-space-centre): The National Space Centre needed accurate asset data for Cyber Essentials compliance. Reftab automated IT asset tracking across Jamf, Intune, and SaltStack.
- [Grand Canyon University](https://www.reftab.com/success-stories/grand-canyon-university): Multiple campuses. Rapid growth. Grand Canyon University uses Reftab to automate IT asset tracking and keep everything visible in one place.
- [University of the District of Columbia](https://www.reftab.com/success-stories/university-of-the-district-of-columbia): Reftab offers an intuitive system that scales with UDC’s needs without adding unnecessary overhead.
- [Nuvve](https://www.reftab.com/success-stories/nuvve): Vehicle-to-grid company turns to Reftab for asset management across multiple locations worldwide.
- [Living Water International](https://www.reftab.com/success-stories/living-water-international): Discover how Reftab became the source of truth for asset management and helped the team stay organized even while managing a remote team.
- [Johns Hopkins University](https://www.reftab.com/success-stories/johns-hopkins): Reftab has enabled Johns Hopkins University to efficiently manage, track, and maintain equipment usage and availability.
- [Still Moving Media](https://www.reftab.com/success-stories/still-moving-media): Reftab’s user request portal helped build a streamlined check-in and check-out system for the team.
- [Weifield Group](https://www.reftab.com/success-stories/weifield-group): Reftab meets the specific needs of Weifield Group's operations, making tool management straightforward without requiring any coding skills.
- [Keywords Studios](https://www.reftab.com/success-stories/keywords-studios): Reftab helped Keyword Studios track all their hardware, including what is available and its location in the offices across multiple cities.
- [Stonebridge Vineyards](https://www.reftab.com/success-stories/stonebridge): Stonebridge Vineyards needed a simple, mobile way to track barrels, ingredients, and equipment as their winery grew. Reftab gave them a customizable solution that lets the team log and view inventory instantly while on the move.

## Integrations
- [FleetDM](https://www.reftab.com/integrations/fleetdm): Automatically sync your FleetDM-managed devices into your asset inventory. Serial numbers, hostnames, hardware models, and OS details are pulled in and kept up to date, no manual entry required.
- [Xero](https://www.reftab.com/integrations/xero): Connect Xero to your Reftab account and automatically sync invoice details to get a clearer picture of software spend without needing manual input.
- [n8n](https://www.reftab.com/integrations/n8n): n8n allows you to connect thousands of different apps to automate your work. Utilize triggers and actions to send data to and from Reftab.
- [Zentral](https://www.reftab.com/integrations/zentral): Integrating Reftab with Zentral automatically syncs device details, ownership, and installed software, giving you full visibility without manual updates.
- [Firefox Browser Extension](https://www.reftab.com/integrations/firefox-browser-extension): The Reftab Firefox Extension brings automated app discovery to your organization by detecting SaaS applications as your team uses them. It quietly runs in the background, giving IT teams real-time visibility into software usage and helping uncover shadow IT before it becomes a security or compliance risk.
- [Chrome Browser Extension](https://www.reftab.com/integrations/chrome-browser-extension): The Reftab Google Chrome Extension brings automated app discovery to your organization by detecting SaaS applications as your team uses them. It quietly runs in the background, giving IT teams real-time visibility into software usage and helping uncover shadow IT before it becomes a security or compliance risk.
- [Apple Business Manager](https://www.reftab.com/integrations/apple-business-manager): Reftab's direct Apple Business Manager integration automatically syncs your Apple device serial numbers, warranty info, and purchase dates into your asset inventory, eliminating hours of manual data entry.
- [MS Teams](https://www.reftab.com/integrations/ms-teams): Reftab seamlessly integrates with Microsoft Teams, allowing you to send automated notifications directly to your team channels. Whether it’s an asset being checked out, a reservation update, or a custom alert, connecting Reftab to Microsoft Teams ensures your team stays informed and aligned—right where they’re already collaborating.
- [Slack](https://www.reftab.com/integrations/slack): Reftab makes it easy to keep your team informed by sending automated notifications directly to your Slack channels. Whether it’s a new asset check-in, upcoming maintenance, or reservations, you can seamlessly integrate Slack to ensure everyone stays up to date in real time.
- [HiBob](https://www.reftab.com/integrations/hibob): Integrating Reftab with HiBob automatically syncs user data and creates tickets for onboarding or offboarding, ensuring assets are assigned or reclaimed seamlessly.
- [Workday](https://www.reftab.com/integrations/workday): Integrating Reftab with Workday automatically syncs user data and creates tickets for onboarding or offboarding, ensuring assets are assigned or reclaimed seamlessly.
- [Bamboo HR](https://www.reftab.com/integrations/bamboo-hr): Integrating Reftab with BambooHR automatically syncs user data and creates tickets for onboarding or offboarding, ensuring assets are assigned or reclaimed seamlessly.
- [Microsoft Intune](https://www.reftab.com/integrations/microsoft-intune): Integrating Reftab with Microsoft Intune automatically syncs device details, ownership, and installed software, giving you full visibility without manual updates. Enjoy truly hands-free asset management and smarter, more efficient IT operations.
- [Jamf Pro / Jamf School](https://www.reftab.com/integrations/jamf-pro-jamf-school): Reduce or completely eliminate the need for manual data entry by integrating with Jamf. Sync Apple computers and mobile devices into Reftab to instantly populate your Reftab account and automatically assign devices to users.
- [Microsoft 365](https://www.reftab.com/integrations/microsoft-365): Sync your Microsoft platforms, including Office 365, with Reftab to streamline implementation and centralize license management. Automatically discover licenses and track which users are assigned to them, keeping all your license information in one location.
- [Zendesk](https://www.reftab.com/integrations/zendesk): Use the Reftab Zendesk plugin to display Reftab assets on Zendesk tickets. Linking support software with asset management software provides best-of-both-worlds functionality and seamless visibility.
- [Kandji](https://www.reftab.com/integrations/kandji): Sync devices from Kandji to Reftab automatically. By linking Reftab with Kandji, you eliminate the need for duplicate data entry. Our integration can automatically assign devices to users which allows you to spend your time on more important IT related tasks.
- [Dell](https://www.reftab.com/integrations/dell): Synchronize data from Dell to populate asset information, such as serial number, warranty dates, etc.
- [Jira Cloud](https://www.reftab.com/integrations/jira-cloud): A plugin for Jira for cloud is available to sync assets in Reftab to service desk tickets. Connecting Reftab to Jira allows asset details to be seen directly within Jira.
- [Lenovo](https://www.reftab.com/integrations/lenovo): Synchronize data from Lenovo to populate asset information, such as serial number, warranty dates, etc.
- [CDW](https://www.reftab.com/integrations/cdw): Linking Reftab with CDW streamlines asset tracking and procurement by sending pre-order details directly to Reftab, improving inventory management efficiency.
- [Lansweeper](https://www.reftab.com/integrations/lansweeper): Lansweeper's network discovery tool automatically adds assets to Reftab, providing essential device info like antivirus and firmware details to keep you compliant with IT security policies.
- [Okta](https://www.reftab.com/integrations/okta): Integrating Reftab with Okta lets you seamlessly sync users, enable secure single sign-on (SSO), and track SaaS applications connected through SSO.
- [Mosyle](https://www.reftab.com/integrations/mosyle): Sync devices from Mosyle to Reftab automatically and eliminate tedious data entry. Our integration can automatically assign devices to users which allows you to spend your time on more important IT related tasks.
- [Meraki](https://www.reftab.com/integrations/meraki): Automatically add Meraki devices into Reftab. Those WiFi access point installed in the ceiling, and installed switches in your networking closets are easily added into Reftab without you having to put in any manual work.
- [NinjaOne](https://www.reftab.com/integrations/ninjaone): Seamlessly sync devices and installed software from NinjaOne to Reftab and say goodbye to manual data entry. Streamline your workflow—so you can focus on driving smarter IT operations.
- [Adobe](https://www.reftab.com/integrations/adobe): Reftab integrates directly with Adobe to automatically sync user license assignments. This allows administrators to see which users have access to Adobe applications and track usage without manual updates.
- [Microsoft Entra ID](https://www.reftab.com/integrations/microsoft-entra-id): Integrating Reftab with Microsoft Entra lets you seamlessly sync users, enable secure single sign-on (SSO), and track SaaS applications connected through SSO, all from one centralized platform.
- [SAML 2.0](https://www.reftab.com/integrations/saml-2-0): SAML is a powerful standard that allows you to pass information about users, logins and attributes to leverage Single Sign-On and Just-in-time user provisioning.
- [Zapier](https://www.reftab.com/integrations/zapier): Zapier allows you to connect thousands of different apps to automate your work. Utilize triggers and actions to send data to and from Reftab.
- [SCIM](https://www.reftab.com/integrations/scim): SCIM makes managing user identities in cloud based services and applications easier. When users are created in Azure, they are instantly added to Reftab with the proper permissions. When users are removed, they are disabled in Reftab automatically!
- [Avery Sheets](https://www.reftab.com/integrations/avery-sheets): By default, Reftab prints to pre-defined Avery templates. You can print barcodes using a normal, office laser-jet printer. Print custom text, asset details etc. Reftab customers have access to discounts on select Avery templates!
- [Power BI Desktop](https://www.reftab.com/integrations/power-bi-desktop): Power BI Desktop enables you to develop deep, actionable insights for a broad range of scenarios. Explore your data, automatically find patterns, understand what your data means, and predict future outcomes to drive business results.
- [Reftab Open API](https://www.reftab.com/integrations/reftab-open-api): Reftab's powerful API allows you build custom integrations and sync data from any other platform.