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
Global Search
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.