How to Use Stock Track PRO

Complete step-by-step guide to get the most out of your asset, equipment, and fleet management system.

Getting Started

1. Account Setup

  1. 1Manager signs up on the StockTrackPro website and selects a vehicle count plan
  2. 2Manager accesses the web dashboard and completes initial company setup
  3. 3Manager invites team members by email from the Team page (role: Manager or User)
  4. 4Team members open invite link, set password, then sign in to the app
  5. 5Use login or forgot password only in the app (onboarding and in-app signup removed)

2. Company Setup (Managers)

  1. 1Open the dashboard Team page and send individual or bulk invites
  2. 2Assign role as Manager or User for each invite
  3. 3Set up locations and operating structure for your assets and fleet
  4. 4Add initial assets, equipment and fleet

Asset Management Workflow

Adding Assets (Managers)

  1. 1Navigate to Assets tab
  2. 2Tap "Add Asset"
  3. 3Fill in details: Asset name and description, QR code (scan or enter manually), Location assignment, Condition status
  4. 4Save the asset

Checking Out Assets (All Users)

  1. 1Go to Scan tab
  2. 2Tap "Check Out" button
  3. 3Scan QR code on the asset
  4. 4Confirm the checkout
  5. 5Asset is now assigned to you

Checking In Assets (All Users)

  1. 1Go to Scan tab
  2. 2Tap "Check In" button
  3. 3Scan QR code on the asset
  4. 4Confirm the check-in
  5. 5Asset is returned to available status

Fleet Management Workflow

Adding Vehicles (Managers)

  1. 1Navigate to Fleet tab
  2. 2Tap "Add Vehicle"
  3. 3Enter vehicle details: Registration number, Make, model, year, VIN number, Assigned user, Current status
  4. 4Save the vehicle

Performing Vehicle Inspections (All Users)

  1. 1Go to Fleet tab
  2. 2Tap "Perform Vehicle Check"
  3. 3Select vehicle from dropdown
  4. 4Take 6 required photos: Front exterior, Rear exterior, Driver side, Passenger side, Interior, Mileage/odometer
  5. 5Enter current mileage
  6. 6Select overall condition (Good or Poor)
  7. 7If Poor condition, report defects: Select defect type, Choose severity level, Add description
  8. 8Submit inspection

Viewing Inspection Reports (All Users)

  1. 1Go to Fleet tab
  2. 2Tap on any inspection in your history
  3. 3View complete report with: All 6 photos, Inspection details, Defect information (if any), Inspector name and date

Managing Fleet (Managers)

  1. 1Go to Manager Dashboard
  2. 2View fleet statistics and alerts
  3. 3Check Vehicle Inspections for all team reports
  4. 4Review defect notifications
  5. 5Update vehicle statuses as needed

Team Management (Managers)

Adding Team Members

  1. 1Go to Team in the website dashboard
  2. 2Send invite by email (single or bulk)
  3. 3Choose role as Manager or User
  4. 4Team member accepts invite via link and sets their password
  5. 5They are automatically added to your company and can sign in to the app

Managing Permissions

  • Managers - Can manage assets, vehicles, and team members
  • Users - Can check in/out assets and perform vehicle inspections

Pro Tips

Asset Management

  • Use descriptive names for easy identification
  • Regularly update asset conditions
  • Set up clear location hierarchies

Fleet Management

  • Take clear, well-lit inspection photos
  • Report defects immediately for safety
  • Review inspection history regularly