Frequently Asked Questions

Yes! SmartTrack offers a free trial so you can explore the platform before committing to a paid plan. No credit card is required to get started.

During the trial, you can manage up to 3 assets, 1 space, 1 group, and 3 people. You can also select which features you'd like to try out during your trial period.

When you're ready to unlock the full power of SmartTrack, simply upgrade to a paid plan from Settings > Subscription.

Yes, you can change your plan at any time. To upgrade or downgrade, go to Settings > Subscription and click the "Change plan" button.

This will open the billing portal where you can select a new plan. Billing adjustments are handled automatically by our payment processor, so you'll only be charged the prorated difference when upgrading or receive credit when downgrading.

Your seat counts and feature access will adjust automatically based on your new plan.

SmartTrack offers two billing options: Monthly or Annual. Choosing annual billing provides savings compared to paying monthly.

We offer four plans to fit your needs: Basic, Standard, Premium, and Enterprise. Each plan includes a set number of message tokens for email and SMS notifications, with the option to purchase additional tokens as add-ons.

All payments are processed securely through Stripe. You can view your invoices and manage your billing details in Settings > Subscription.

To change your account email, go to Settings > Personal Details.

Click the Edit button to enable editing, then update your email address and click Save. A verification email will be sent to your new address.

Click the verification link in that email to confirm the change. Your new email won't be active until you complete the verification process.

SmartTrack offers two ways to add assets: Search mode and Manual Entry. In Search mode, enter a product name, barcode, or ISBN to find products in external databases and auto-populate asset details. In Manual mode, enter the asset nickname and unique identifier directly.

You can also use a QR or barcode scanner connected to your desktop, or generate a mobile scan link to use your phone's camera. For adding many assets at once, use the bulk import feature to upload a CSV or Excel file.

To get started, go to Inventory and click the "Add Asset" button.

To bulk import assets, go to Inventory and click "Upload" or use the bulk import option. SmartTrack supports both CSV and Excel file formats.

Required columns include name, type, and identifier. Optional columns include description, quantity, location, value, and notes. The system intelligently maps common column name variations, so you don't need to match exact header names.

After uploading, you'll see a validation preview where you can review and correct any issues before confirming the import.

From the Inventory page, select the assets you want to print QR codes for, then click the "Print QR Codes" action. You can print codes for all assets, only selected assets, or filtered results.

Individual QR codes can also be printed from an asse's detail view. Each QR code links directly to that asset's profile, making it easy for anyone to scan and view asset information.

The easiest way to check assets in or out is to scan the asset's QR code using the Quick Scan feature. After scanning, the asset details will display along with check-in and check-out options.

You can also check assets in or out directly from the asset detail page. All status updates are tracked and visible in the asset's history, so you always have a complete record of who had the asset and when.

Spaces are containers for organizing your assets by location or category. Common examples include buildings, rooms, departments, storage areas, and warehouses. Spaces help you keep track of where assets are located and make it easier to find what you need.

To create a space, go to Spaces and click "Create Space." You can then assign assets to spaces for better organization. The Spaces page supports both card and table views—your preference is saved automatically.

Groups let you organize personnel for campaigns, surveys, and asset assignments. To create a group, go to People > Groups and click "Create Group."

You can add people to groups individually or in bulk. Use groups to target campaigns and surveys to specific audiences. People can belong to multiple groups, giving you flexibility in how you organize your team.

SmartTrack supports two campaign types: Single Sends for one-time messages and Automations for recurring or triggered messages. Create a campaign from the Campaigns section in your dashboard.

Select your target audience by choosing groups or individual people. For single sends, you can schedule the message for later or send it immediately. For automations, define your triggers and conditions, then let them run automatically.

Track delivery status and engagement metrics from the campaign detail page to see how your message performed.

Start by creating a survey template in the Survey Library. Add questions using Yes/No, multiple choice, or short answer formats depending on the type of feedback you need.

Once your survey is ready, schedule it to send at a specific time or set it up on a recurring basis. Surveys can be delivered via email or SMS based on your preference and your recipients' contact information.

View responses in real-time from the survey detail page, where you can analyze results and track completion rates.

Touchpoints are custom QR code actions that you can assign to assets. When someone scans a touchpoint, they're prompted to complete a specific task such as a confirmation, checklist, or short answer response.

Common use cases include equipment inspections, wellness check-ins, maintenance logs, and safety checks. Create touchpoints from the Touchpoints page and assign them to the relevant assets.

All completions and responses are tracked automatically, giving you a clear record of when tasks were performed and by whom.

From any scanning interface in SmartTrack, click "Scan from phone" or the mobile scan option. A QR code with a temporary link will appear on your screen.

Scan this code with your phone's camera to open the mobile scanning interface. You can then use your phone to scan asset barcodes or QR codes. Data syncs back to your desktop session in real-time via the temporary link.

This feature is especially useful when you don't have a barcode scanner connected to your computer or when you need to scan assets that aren't near your workstation.