Equipment Reservarion and Loan Tracking on Salesforce

Unaric Equipment Track streamlines the entire loan lifecycle - from fast, flexible checkouts to accurate returns - so you can manage assets with confidence, control, and zero hassle.ble

Flexible Loan Processing

Create loan records without friction. There's no need for a prior reservation or formal request. Unaric Equipment Track adapts to your workflow, allowing equipment to be loaned directly from rep inventory for smaller items or through a formal request for larger assets housed in regional or central storage.

Whether you're supporting a sales demo or a temporary customer need, the system gives you the flexibility to initiate, track, and manage loans according to your operations.

Stay on Top of Returns

Easily track upcoming due dates to ensure equipment is returned on time. Unaric Equipment Track flags overdue loans so your team can quickly follow up and coordinate returns.

With clear visibility into what’s out and what’s due back, you reduce loss, improve utilization, and maintain tight control over your assets in the field.

Accurate Return Recording

To maintain accurate loan records, Unaric Equipment Track updates the actual return date only when the equipment is physically received back. This prevents premature closure and ensures that equipment location and availability data stay accurate.

The return process is simple and supported by multiple return options, including desktop and mobile workflows.

Simple Equipment Selection

From the Equipment tab, users can select items and initiate a loan directly or from the item detail page.

Key fields like start date, estimated return, quantity, and loan recipient are clearly defined. Whether it's one item or an equipment pool, the system supports fast, accurate loan entry and traceability.