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Trackly

Trackly is a comprehensive business management system designed for tracking and managing assets, software licenses, consumables, and business quotations. Built as a modern web application, it provides enterprises and organizations with tools to manage their entire inventory lifecycle, from procurement to retirement.

Overview

Managing business assets effectively requires coordination across multiple domains: physical hardware, software licenses, consumable supplies, and financial transactions. Trackly unifies these domains into a single, cohesive platform with role-based access control and approval workflows.

Core Modules

Asset Management

The asset management system provides complete lifecycle tracking for physical and digital assets.

Asset Tracking

Track detailed information for each asset:

  • Hardware specifications and model information
  • Purchase details (date, price, vendor, warranty)
  • Current location and assignment
  • Lifecycle status (active, maintenance, retired)
  • Usage history and maintenance logs
  • QR code for instant identification

Asset Categories

Pre-configured categories:

  • Desktop Computers
  • Laptops
  • Monitors
  • Phones and Mobile Devices
  • Tablets
  • Printers and Peripherals
  • Networking Equipment
  • Servers

Each category supports custom fields for specific attributes.

Status Tracking

Monitor asset condition through standardized states:

  • Excellent: Like new condition
  • Good: Normal wear, fully functional
  • Fair: Visible wear but operational
  • Poor: Significant wear, may need repair
  • Damaged: Requires repair before use
  • Lost: Cannot be located

Location Management

Track assets across organizational locations:

  • Office buildings
  • Warehouses
  • Remote sites
  • Employee homes (for remote work)
  • Repair facilities
  • Storage locations

Checkout System

Advanced checkout workflow:

User-Initiated Requests

  • Employees request assets through the system
  • Provide business justification
  • Specify duration needed
  • Automatic email notifications to administrators

Admin Approval Process

  • Review request details
  • Approve or reject with reason
  • Set checkout duration
  • Automatic email confirmation to requester

Checkout Tracking

  • Record checkout date and expected return
  • Track who has each asset
  • Monitor overdue checkouts
  • Send reminders before due date

Multi-Stock Support

For assets with quantities:

  • Track total stock and available stock
  • Support partial checkouts
  • Automatic stock level updates
  • Low stock warnings

QR Code Integration

Each asset can have a QR code for instant access:

Generation

  • Automatic QR code generation for each asset
  • Embedded asset ID for lookup
  • High-resolution output for printing

Printing

  • Print QR codes with asset information
  • Multiple format options
  • Batch printing support

Scanning

  • Mobile-friendly scanner interface
  • Instant asset detail retrieval
  • Quick checkout/check-in actions

Advanced Filtering

Filter assets by multiple criteria:

  • Category
  • Status
  • Location
  • Assignment status
  • Purchase date range
  • Value range
  • Custom attributes

License Management

Centralized software license tracking and compliance monitoring.

License Vault

Store comprehensive license information:

  • Software name and version
  • License key and activation details
  • Purchase information
  • Vendor contact information
  • Support agreement details

License Types

Support for multiple licensing models:

  • Perpetual: One-time purchase, indefinite use
  • Subscription: Recurring payments, time-limited
  • Site License: Unlimited installations at location
  • Volume License: Specific number of seats

Expiration Tracking

Automated monitoring:

  • Dashboard alerts for upcoming expirations
  • Configurable notification thresholds (30, 60, 90 days)
  • Email reminders to administrators
  • Renewal workflow integration

Assignment Tracking

Monitor license allocation:

  • Assign licenses to users
  • Track available vs. used seats
  • Identify over-allocated licenses
  • Department-level assignment

Compliance Management

Ensure licensing compliance:

  • Compare purchased seats vs. actual usage
  • Generate compliance reports
  • Audit trail of all license changes
  • Cost center allocation

Cost Analysis

Financial tracking:

  • Total licensing costs
  • Cost per license type
  • Renewal cost projections
  • Budget planning support

Quotation and Invoice System

Professional PDF generation for customer-facing documents.

Service Management

Comprehensive service catalog:

  • Service name and description
  • Unit pricing
  • Category organization
  • Default quantities

Add-On Services

Flexible additional services:

  • Optional service add-ons
  • Bundle pricing
  • Dependent service relationships
  • Conditional availability

Quotation Creation

Streamlined quote generation:

Customer Information

  • Customer name and contact details
  • Billing address
  • Company information
  • Contact person

Service Selection

  • Browse service catalog
  • Adjust quantities
  • Add custom line items
  • Include add-on services

Pricing Configuration

  • Base service pricing
  • Quantity discounts
  • Percentage or fixed amount discounts
  • Automatic subtotal calculation

Terms and Details

  • Payment terms (Net 30, Net 60, etc.)
  • VAT/Tax configuration
  • Valid until date
  • Special notes and conditions

PDF Generation

Professional server-side PDF creation:

Template System

  • Multiple professionally designed templates
  • Company branding integration
  • Customizable headers and footers
  • Logo placement

Automatic Calculations

  • Line item subtotals
  • Discount application
  • Tax calculation
  • Grand total computation

Auto-Numbering

  • Sequential quote numbers
  • Format: Q-YYYY-MM-NNNN
  • Prevents duplicate numbers
  • Audit trail

Real-Time Statistics

Quotation analytics:

  • Total quotes generated
  • Conversion rates
  • Average quote value
  • Performance metrics by period

Consumables Management

Track supplies and recurring inventory items.

Inventory Tracking

Monitor consumable stock levels:

  • Current quantity on hand
  • Unit cost
  • Total inventory value
  • Reorder thresholds

Stock Alerts

Automated low-stock warnings:

  • Configurable warning thresholds
  • Dashboard notifications
  • Email alerts
  • Reorder recommendations

Usage Analytics

Track consumption patterns:

  • Usage rate over time
  • Department-level consumption
  • Cost per period
  • Trend analysis

Category Organization

Organize consumables logically:

  • Office Supplies
  • Cables and Adapters
  • Batteries
  • Cleaning Supplies
  • Replacement Parts
  • Custom categories

User Management and Security

Authentication

Secure user access through Firebase Authentication:

  • Email and password authentication
  • Password strength requirements
  • Account lockout on failed attempts
  • Password reset functionality

Role-Based Access Control

Two primary roles:

Regular Users

  • View assigned assets
  • Request asset checkouts
  • View personal checkout history
  • Update profile information

Admin Users

  • All regular user permissions
  • Complete asset management
  • User administration
  • Department management
  • Checkout request approval/rejection
  • System statistics access
  • Quotation and invoice management

Department Management

Organizational structure:

  • Create and manage departments
  • Assign department managers
  • Set department locations
  • Department-level reporting

Activity Logging

Comprehensive audit trail:

  • All user actions logged
  • Timestamps and user attribution
  • Change tracking (before/after values)
  • Search and filter capabilities

Session Management

Secure session handling:

  • Automatic logout on inactivity
  • Configurable timeout duration
  • Inactivity warnings
  • Manual logout option

Advanced Admin Features

Dashboard

Real-time system overview:

Asset Statistics

  • Total assets by category
  • Assets by status
  • Location distribution
  • Value distribution

Checkout Metrics

  • Active checkouts
  • Overdue checkouts
  • Checkout requests pending approval
  • Average checkout duration

License Overview

  • Total licenses
  • Expiring soon
  • Compliance status
  • Cost summary

System Health

  • Database statistics
  • Active users
  • Recent activity
  • Error rates

Request Management

Centralized approval workflow:

Pending Requests

  • List of all checkout requests
  • Requester information
  • Asset requested
  • Business justification

Approval Actions

  • Approve with optional notes
  • Reject with reason
  • Set checkout duration
  • Automatic notifications

Request History

  • Archive of all requests
  • Status tracking
  • Approval patterns
  • User request frequency

Bulk Operations

Perform actions on multiple items:

  • Bulk asset updates
  • Batch status changes
  • Mass assignment changes
  • Bulk deletions

System Analytics

Detailed insights:

  • Asset utilization rates
  • Most requested assets
  • Department resource usage
  • Cost center analysis
  • Trend identification

Reporting and Analytics

Asset Reports

Generate comprehensive reports:

  • Asset inventory by category
  • Location-based reports
  • Status distribution
  • Age analysis
  • Depreciation schedules

License Compliance Reports

Monitor licensing:

  • Current compliance status
  • Over-allocated licenses
  • Upcoming renewals
  • Cost projections

Quotation Analytics

Business insights:

  • Quote volume by period
  • Conversion tracking
  • Revenue projections
  • Customer analysis

Export Capabilities

Data export options:

  • CSV format for spreadsheet analysis
  • JSON for system integration
  • PDF reports
  • Custom export formats

User Experience Features

Responsive Design

Optimized for all devices:

  • Desktop full-feature access
  • Tablet optimized layouts
  • Mobile responsive interface
  • Touch-friendly controls

Theme System

Customizable appearance:

  • Light theme for daytime use
  • Dark theme for reduced eye strain
  • System theme detection
  • Per-user preferences

Powerful search functionality:

  • Search across all modules
  • Real-time results
  • Fuzzy matching
  • Advanced filters

QR Code Scanning

Mobile-optimized scanning:

  • Camera-based QR scanning
  • Instant asset lookup
  • Quick actions menu
  • Offline capability

Real-Time Updates

Live data synchronization:

  • Automatic data refresh
  • No manual page reloads
  • Multi-user coordination
  • Optimistic updates

Email Notifications

Automated email system:

  • Checkout request notifications
  • Approval/rejection confirmations
  • Expiration reminders
  • System alerts

Auto-Update System

Seamless application updates through service worker technology.

Features

Automatic Checking

  • Checks GitHub releases every 6 hours
  • Version comparison
  • Release notes retrieval

Manual Updates

  • User-initiated update check
  • Settings panel integration
  • One-click update

Background Downloads

  • Service worker downloads
  • No interruption to use
  • Automatic validation

Smart Notifications

  • Non-intrusive update alerts
  • Release notes display
  • Install when convenient

Rollback Protection

  • Update validation before installation
  • Automatic rollback on failure
  • Error reporting

Configuration

Update system settings:

  • Enable/disable automatic checks
  • Update frequency
  • Notification preferences
  • Update channel (stable/beta)

Technology Stack

Frontend

  • React 18: Modern component architecture
  • TypeScript: Full type safety
  • Vite: Fast build and dev server
  • Tailwind CSS: Utility-first styling
  • shadcn/ui: Accessible UI components
  • React Router: Client-side routing
  • React Hook Form: Efficient form handling
  • Zod: Schema validation

Backend

  • Firebase Authentication: User management
  • Firebase Firestore: NoSQL database
  • Firebase Storage: File storage
  • Python Flask: PDF generation API
  • PyMuPDF: PDF processing
  • Nodemailer: Email service

Development Tools

  • ESLint: Code quality
  • Prettier: Code formatting
  • TypeScript: Type checking
  • Vitest: Testing framework

Installation

Prerequisites

  • Node.js 18.0+
  • Python 3.8+
  • Firebase project

Frontend Setup

git clone https://github.com/LunarBit-dev/Trackly.git
cd Trackly
npm install

Backend Setup

cd backend
pip install -r requirements.txt

Firebase Configuration

Create src/lib/firebase.ts with your Firebase credentials:

export const firebaseConfig = {
apiKey: "your_api_key",
authDomain: "your_auth_domain",
projectId: "your_project_id",
storageBucket: "your_storage_bucket",
messagingSenderId: "your_sender_id",
appId: "your_app_id"
};

Environment Variables

Create .env file:

VITE_FIREBASE_API_KEY=your_api_key
VITE_FIREBASE_AUTH_DOMAIN=your_auth_domain
VITE_FIREBASE_PROJECT_ID=your_project_id
VITE_FIREBASE_STORAGE_BUCKET=your_storage_bucket
VITE_FIREBASE_MESSAGING_SENDER_ID=your_sender_id
VITE_FIREBASE_APP_ID=your_app_id

Development

# Start backend
cd backend
python app.py

# Start frontend (in another terminal)
npm run dev

Access at http://localhost:5173

Production Build

npm run build

Deploy the dist/ folder to your hosting service.

Docker Deployment

Docker Compose

docker-compose up -d

The application includes:

  • Frontend container
  • Backend container
  • Nginx reverse proxy

Configuration

Edit docker-compose.yml for your environment.

Best Practices

Asset Management

  • Regularly audit asset locations
  • Update status promptly
  • Document maintenance activities
  • Review checkout durations

License Compliance

  • Quarterly license audits
  • Proactive renewal planning
  • Regular usage reviews
  • Documentation of purchases

Security

  • Regular password updates
  • Audit log reviews
  • Access permission reviews
  • Backup procedures

Data Management

  • Regular database backups
  • Export critical data periodically
  • Maintain documentation
  • Version control for configurations

Support and Community

  • GitHub Issues: Bug reports
  • Documentation: This guide
  • Community Forums: General discussion

License

Trackly is released under the MIT License.