A timeline of every feature, improvement, and milestone since day one.
Inviting or promoting an Administrator is now the owner's alone on every path. Self-service and Base users add items to, and delete, their own bookings only while they are drafts.
The booking checklist and the audit receipt now print a barcode workspace's own barcodes, not a Shelf QR, and both sheets print at 100% with rows that never split across a page.
Typing an asset model's name now finds its units everywhere you search. Creating a booking from the asset model view shows how many units are free once the dates are set.
A kit is one unit with one holder: a kit in someone's custody is refused at check-out, a checked-out kit cannot be given a custodian, a kit sharing pooled stock with another kit that is out is released when its own booking comes back, and a kit still out on an overdue booking is held for every date.
Units of a quantity-tracked asset marked consumed, lost or damaged at check-in now leave the kit that carried them, and the one-click check-in no longer consumes units of a used-up line that never left the shelf.
For a quantity-tracked asset kept at two or more locations, assigning custody, checking out on a booking and adjusting stock now ask which location the units come from, so used-up units come off the right place and placements stop drifting.
A team that adopts single sign-on no longer has to delete and recreate the Shelf accounts it already has. Each account is converted and keeps its custody, bookings and history. Once SSO is live on a domain, password and one-time code login are refused there.
A phone update lets the custody scanner hand out and take back units of quantity-tracked assets, offers check-in only for units that actually left, keeps model reservations editable within their limits, and names the phone behind each scan.
A copy of a quantity-tracked asset is now quantity-tracked too, with the same quantity, unit and behaviour, and every copy keeps the original's booking availability.
The advanced asset index has a third view that lists asset models instead of assets, counted over your current filters, with each model's units one click away and a Book selection button that reserves models on a new or open booking.
The booking scanner behind Scan to assign now shows each reserved model's progress and a Pending row for every unit still to pull, so you can work through a model reservation without keeping the numbers in your head.
A users CSV is now checked row by row before anyone is invited. A file with a problem invites nobody and lists the problem rows, and roles no longer have to be typed in capitals.
The Team trial button on the pricing page now carries your choice through signup, and the Subscriptions page lists every workspace you belong to with its plan and who pays for it.
A CSV import now checks every row before it creates anything. A file with problems imports nothing and lists the problems it found, by spreadsheet row.
The scanner's Assign custody and Release custody actions now take quantity-tracked assets, with a quantity field on each scanned row.
A unit that arrives inside a kit now settles a reserved model unit, just as a loose one does — and the Fulfil reservations & check out scanner takes kit scans.
A booking that reserves gear by Asset Model can now be checked out with reserved units still unassigned, and a reservation can be adjusted or released for as long as the booking is live.
A phone update brings the workspace's own code to asset and kit screens, names who holds an asset through a booking, wakes the paused camera on any tap, and stops a failed save from throwing your numbers away.
An invite made by CSV import no longer refuses the person it was sent to. Email addresses are compared without regard to letter case everywhere an invite is created, found, accepted, resent or cancelled.
A location's activity feed lists only the assets a bulk move really brought in, and releasing several kits at once records each kit's own custodian instead of the first one's.
On the phone, a booking's items still waiting to be checked out now come first and the ones already out sink to the bottom, matching the web booking page. Nothing to install.
A booking could pick a unit by name that another booking had already reserved by model. Shelf now counts model reservations whenever a unit is added by name, and marks those units in the picker.
Kits made entirely of quantity-tracked stock could sit on two overlapping bookings at once. They now get the same exclusivity a single asset has — and their members no longer show a stock badge they were never short of.
A workspace can now make Admins or Self-service users scan or select the assets to check a booking out, instead of handing the whole booking over in one click.
Shelf Companion can now check a booking's gear out one scan at a time, picks a kit as one thing, and shows where each booked asset is kept, with a search box for long bookings.
In Shelf Companion, a quantity-tracked asset now lists every location that holds its units, and the Manage Placements editor spreads the pool across locations, like the web.
In Shelf Companion, a booking that holds a kit now shows the kit as one row with its assets inside, and one tap selects the whole kit to check out, check in or remove.
A booking's Actions menu now prints a check-in receipt: what came back, when, and who received it, with a totals ledger and signature lines for the hand-back.
Completion is now judged item by item, so a booking that mixes the Check out button with scanning no longer closes itself while stock is still on the road.
Reverting a reserved booking to draft was the one lifecycle transition that emailed nobody. The custodian is now told, with the same recipient rules as every other booking event.
Drafts and cancellations no longer count as usage, a booking that spans your window counts in it, archived bookings stopped disappearing from Trends and Idle Assets, and kit rankings are frozen at the time of booking.
The booking checklist and the audit receipt print each asset's code as text, in whichever format your workspace prefers. A new workspace setting hides the QR image on both.
A quantity-tracked asset with some units out was refused from an Ongoing or Overdue booking even when the rest of the pool was free. It is now judged on the units, not on a single status flag.
A filtered report used to export the whole workspace. The CSV and PDF now run with the same parameters the page is showing, and the last few hard-coded dollar signs are gone.
Base and Self-service members in a workspace that shares bookings saw them on the website and an empty Bookings tab on the phone. The app's list, calendar, booking detail and Home now read the same setting the web does.
On the Shelf Companion app, the Custodian field on a booking offers Base and Self-service members their own name only, the same as the web. Administrators and Owners are unchanged.
Companion 1.5.0 is live on the App Store and Google Play: sign in against your organization's own Shelf server, jump to a code that lives in another of your workspaces, undo a mis-scan during an audit, and see where each scanned asset lives.
Rows, buckets, CSVs and PDFs multiply an asset's per-unit value by the quantity each figure is about, so a report's breakdown adds up to its own headline.
Base and Self-service users no longer see bulk booking actions their role cannot complete, and the Reports pages and exports are refused for those roles by direct link as well as in the sidebar.
The display name an SSO user sets now reaches every screen that names a person, and every search that looks for one. It used to reach a handful.
Remove a mis-scan from a live audit and the counts recount themselves, complete an audit where nothing was found, and keep a scanned row readable after its asset is deleted.
Late returns were being recorded as on time the moment they were resolved. Compliance now measures against the planned end date, so your on-time rate reflects what actually happened.
Adding one scanned handover to a booking that was checked out with the button used to make every item on it read as never checked out. Checkout is now recorded on each item, so the two styles combine freely.
Adding quantity-tracked stock to a kit now leaves alone the units future reservations rely on, and stops subtracting the kit's own booked slices twice.
A rare half-written SSO account left someone able to sign in but impossible to give custody to. The two records are now written together, and existing accounts fix themselves on the next sign-in.
Companion 1.4.0 is live on the App Store and Google Play: see your bookings as a month, add photos and notes to an audit scan and read them back, and see an asset's model and asset ID on the phone.
Shelf no longer hides the invite pages in a Personal workspace. Settings → Team explains the limit and points you at the right next step, and the signup screen states the consequence of each choice.
Shelf Companion now lands in the same workspace the web opens for you, instead of whichever one the database happened to return first.
Exports are written as UTF-8 with a byte order mark, so Arabic, Cyrillic, Greek, CJK and accented Latin names open correctly in Excel instead of arriving as unreadable symbols.
Findings collects every condition note and photo from an audit on the audit's own page and in the PDF receipt, grouped by the asset each one is about, with a chip on every row that carries something.
The code chip that lets you match a physical label to a row now renders on the five kit surfaces that were missing it, and the tooltip stops telling you to add a SAM ID that kits cannot have.
Every route into a booking now reads the times you type in your own time zone, on the web and on the phone. Working hours stay the local hours of the physical location, and the app now says so.
Reserving an empty booking is now refused everywhere, on the web and in the Shelf Companion app, and a reserved booking can no longer be emptied by removing its last item.
A count you have just created no longer reports every asset as missing. Expected assets nobody has reached read Not scanned until you complete the audit, in one word across every screen.
Assigning an audit to a colleague no longer locks managers out of it. Scanning, notes, photos and Complete audit now follow one rule on the web and in the Companion app.
A quantity-tracked asset that belonged to a kit could not be booked from its own page, although the same booking worked from the booking's asset picker. The free units are bookable from everywhere now.
The workspace setting that hides other people's custody from Self-service and Base users now applies on asset and kit pages, on mobile, and to the holder of a checked-out item.
Using up stock while every unit was assigned to a location used to leave a hidden mismatch and a placements dialog that refused to save. The real figure is now on the asset, and lowering a total below its placements is refused up front.
Deleting tags, or removing assets and kits from a location, after using Select all on a filtered list acted on everything rather than on what you had filtered to. Both now match the list you were looking at.
Assigning or releasing custody can no longer overwrite an asset's Checked out status, so availability figures stop overstating free stock.
Administrators can see who owns the workspace and reach the transfer from the Team page. Personal workspaces explain the alternative instead of giving impossible advice.
Adding an asset to a kit no longer writes it into unrelated bookings, which is what made whole kits appear on bookings nobody added them to.
Companion 1.3.0 is live on the App Store and Google Play: record where a scan happened, claim a brand new QR label without leaving the app, correct stock counts from the floor, and read every date in your own format.
Removing an asset from a kit now follows the state of each booking that holds it, and tells you which bookings it affects before you confirm.
Reserved model units now tick down whenever a matching asset lands on the booking, not only when it is scanned. Every count on a booking says what it counts.
Upload a product photo once on an asset model and every unit of that model that has no photo of its own shows it, across the asset index, reports, PDFs, and the mobile app.
Custom field values now appear on the asset page for Self-service and Base users, read-only. A value left behind by a category change is visible again too, and the booking-visibility setting now reaches the Add to booking picker.
An asset added to a booking that was checked out all at once could not be handed over afterwards. Check out remaining now picks it up, quantity-tracked lines included, and availability counts no longer hide phantom units.
A used-up consumable's units are marked as consumed rather than returned to the pool when someone's hold ends, and you can hand back whatever wasn't used.
Two new items in the asset index Actions menu: Update asset model groups every selected asset into one model, and Remove from asset model ungroups them. No more editing assets one at a time or re-importing a CSV.
The Import-ready export carries an id column and the update importer reads its headers, so Export → edit → Import finally round-trips. Description joined the updatable fields.
A quantity-tracked asset that lives in one or more kits is no longer double-counted on the asset page, no longer blocks its own booking at checkout, and prints one pull-list row per kit.
Update Existing Assets can set an asset model, quantity, min quantity, unit of measure, and consumption type across your inventory. The page now lists every column it accepts, and the ones an export won't hand you ready to upload.
A new Language & region card in account settings lets each person pick how dates and times are shown. The choice follows you through the app, CSV exports, PDFs, emails, and every date field you fill in.
Low-stock emails go to the workspace owner and every admin, fire once per crossing instead of on every decrement, and are followed by a Back in stock notice. A Low stock only filter and a Min quantity column make the whole list visible at a glance.
An Ongoing or Overdue booking can check out its remaining items even when a reservation created after it started also holds them. Both bookings get a note naming the clash.
Created at and Updated at times in the advanced asset index were rendered as if the UTC clock were local time, putting them hours out and sometimes on the wrong day for anyone outside UTC.
Bookings that don't overlap no longer compete for the same pooled stock, an over-reserved booking can always be reduced, and over-commitment is surfaced with Stock conflict and Insufficient stock badges.
A kit's location is now the source of truth for where its assets are. Change it and every member asset moves with it, from the kit page, the Kits index, or the scanner.
Companion 1.2.0 is live on the App Store and Google Play: reserve gear by model and scan the actual units to assign and check out, plus a proper returned, lost, damaged or consumed split when quantity-tracked stock comes back.
A new Import-ready export writes your assets with the importer's own columns, so a CSV from one workspace uploads directly into another. Plus a Visible/All column choice on every export.
Bookings that pass their end date without a check-out can now be archived, by hand or automatically, so a reservation calendar no longer grows without bound.
Shibboleth is now a first-class SSO provider, each role can be mapped from several groups at once, and group matching is case-insensitive so capitalization no longer causes mismatches.
Connect Google Calendar, Apple Calendar, or Outlook to a live, auto-updating feed of your Shelf bookings via a secret URL — no more exporting events one at a time.
The Shelf Companion app (iPhone and Android) now handles quantity-tracked assets — read stock and assign or release exact units from the floor — and lets admins create tags inline while adding or editing an asset.
You can now add assets and kits to an Ongoing or Overdue booking, and they stay Available until you actually check them out.
New Item type sorting, a checkout-aware Status sort that sinks finished items, and a tooltip explaining what each option does.
If something goes wrong, a Report this issue button now opens the feedback form prefilled with the error details, and screenshots you attach come through in full resolution.
The Shelf Companion app now creates, edits, reserves, and manages the full booking lifecycle on iPhone and Android — plus tap-to-open deep links, tags on the asset forms, and scan history recorded from the field.
Total value now multiplies an asset's per-unit value by a quantity everywhere value is summed, and each screen counts the units it is actually about: stock on the dashboard, kit units on a kit, booked units on a booking.
Duplicating a booking now lets you set the new booking's start and end date and time right in the dialog, instead of always copying to a now-plus-one-day window.
Shelf now supports quantity-tracked assets — manage fungible items like cables, supplies, and consumables by count, with units of measure, low-stock alerts, quantity-aware custody, and quantity in bookings.
Closed two gaps that could let an item already committed to one booking be silently added to an overlapping one when scanning it in or checking out all at once from the companion app.
Run a batch action on an index page and Shelf clears the selection for you, so you can move straight on to the next group without unselecting everything first.
Date custom fields imported via CSV are now strictly validated — non-ISO and impossible dates fail loudly with a clear error instead of being silently stored as the wrong date.
Checking out or in only some assets of a kit now names those assets in the booking activity log, instead of leaving an empty entry.
You no longer need to create a group for every Shelf role to enable SSO — mapping a single group is now enough. We've also added a prerequisites checklist to the SSO setup guide.
On a booking's item list, the Actions menu now greys out check-in or check-out when the current selection has nothing to act on, acts on the eligible subset for mixed selections, and clears the selection after each batch.
Reports now includes Top Booked Kits — rank your most frequently booked kits over any timeframe, with bookings, total days, average duration, category, and location, plus CSV export.
The Shelf Companion app (iPhone and Android) now browses kits, builds and checks out bookings from the floor, and brings batch scanning, manual code entry, and sequential-ID lookup to the native scanner.
The Shelf Companion app now supports single sign-on (SSO) on both iPhone and Android — sign in with your identity provider in a secure in-app browser, exactly like the web.
The Locations page now has a Sort by dropdown — date created, name, or number of assets — and its search box matches name, description, and address.
Check out a booking's assets one at a time by scanning, or in bulk from the Actions menu, instead of only all at once — with a new Booked / Checked out / Returned lifecycle bar.
Bulk-select locations or kits, choose Actions → Create audit, and Shelf builds one audit covering the union of every asset in your selection — no need to rebuild the scope by hand.
A new workspace booking setting lets the check-in progress bar treat each kit as a single unit, so a booking built from large kits no longer reads as dozens of missing items.
Asset image links no longer need a .png, .jpg, or .jpeg extension — any public http(s) URL that serves an image now imports correctly.
The free Android companion to your Shelf workspace is live on Google Play. Scan QR codes, run audits live from the floor, manage custody, and handle booking check-in/check-out — same login, same data. Also on iPhone.
Deleting, tagging, or archiving hundreds of items at once no longer times out.
A booking's asset list now shows a Location column, sorts by location, and searches across location, tags, and QR/barcode values — and the Generate PDF overview respects whatever you've searched for.
The booking CSV export now includes per-asset check-in status and check-in dates, plus a checked-in / total count for each booking — so you can tell exactly which items have come back and which are still out.
Fixed a bug where a booking returned through partial check-in could stay Ongoing or Overdue even after every asset was checked in, when those assets were also part of another overlapping booking.
Every list view (assets, kits, bookings, audits, locations) now shows a code chip next to each row. The workspace picks the format; individual assets can override it.
If your asset list has thousands of items and search had started feeling slow, that's fixed.
The free iOS companion to your Shelf workspace is live on the App Store. Scan QR codes, run audits live from the floor, manage custody, and handle booking check-in/check-out — same login, same data. Now on Android too — live on Google Play.
Resolved a server timeout that could fail checkout on bookings containing several hundred assets.
Clicking a chart slice — or opening a shared report link — now filters the Assets index as expected, even when the workspace is in Advanced filtering mode.
Dates in report tables now follow the date format of your workspace locale instead of always rendering in US format.
Fixed a validation bug that could reject valid future bookings for users outside UTC.
Bulk delete, bulk category/tag/location changes, and kit-cascade flows now emit the same per-asset activity events as their singular counterparts — closing reporting gaps in the Asset Activity timeline and the Asset Activity Summary report.
Recurring audits no longer need to be rebuilt from scratch. Duplicate any Completed, Cancelled, or Archived audit and Shelf creates a fresh Pending session with the same name, description, and asset list — ready to scan.
Monetary values in every report — and in the PDF export — now use the currency symbol and locale configured for your workspace.
Workspace owners and admins can cancel any in-progress audit — not just the ones they created themselves. Closes a gap where managers couldn't cancel overdue audits started by team members.
You can now update an asset's description, category, location, value, and any of its custom fields directly from the asset detail page — hover, click the pencil, save. No more opening the full edit form for one-field changes.
Fixed a bug where the items already attached to a booking could appear unchecked on the Manage assets and Manage kits screens, leading to those items being silently removed when the form was submitted.
Fixed an iOS Safari issue where modal action buttons — like the Confirm button when adding assets to a booking — could end up hidden under the URL bar or home indicator. Dropdown selection on iPhone and iPad has also been improved.
Overdue Items now tracks partial check-ins, Booking Compliance lateness math is rebuilt to match reality, and report tables refresh asset thumbnails server-side.
A new Reports area in Shelf with 10 reports across bookings, assets, and custody. Filter by timeframe, category, and location. Export to CSV or PDF.
Admins and owners can now permanently remove archived audits and all their scan data, notes, and images — one at a time or in bulk.
Fixed a timezone issue that caused closed-day overrides to block bookings on the wrong day for users in western time zones.
Select multiple completed or cancelled audits from the audit list and archive them all at once.
Fixed: booking .ics files now import reliably into Google Calendar and all RFC-compliant calendar apps.
Export your assets, edit them in Excel or Google Sheets, and re-import to apply changes at scale — with a full spreadsheet-style preview before anything is saved.
Admins and owners can now archive completed or cancelled audits, removing them from the default list while keeping them accessible via status filter.
Workspace admins can now configure exactly who receives booking notification emails — with workspace-level defaults, an always-notify user list, and per-booking recipient overrides.
Personal workspaces are now hidden for SSO users, ensuring they always see and operate within their assigned team workspaces.
Administrators and owners can now add private, workspace-scoped notes to any team member's profile — useful for onboarding context, equipment agreements, and operational reminders.
Workspace owners can now activate the Barcodes add-on directly — no need to contact sales. Start a 7-day free trial or subscribe instantly.
SSO users can now set a custom display name that overrides their identity-provider-provided name throughout the platform — in bookings, notes, audit reports, and team pages.
When starting a free trial with a payment method on file, Shelf now shows a consent checkbox and sends stronger reminder emails — so there are no surprise charges when your trial ends.
The Shelf scanner now vibrates on Android when a scan succeeds or fails — two pulses for success, three for an error — giving you instant tactile confirmation without looking at the screen.
When running an audit scoped by tag or category (not by location), each asset in the scan list now displays its current location — so auditors know exactly where to look without leaving the scan view.
Establish parent/child location structures (Building → Floor → Room) with breadcrumb navigation. Assets remain linked to specific nodes in your location tree.
WCAG 2.1 AA compliance improvements including skip links, keyboard-reorderable columns, and improved screen-reader support across the platform.
ProseMirror-powered rich text editor with slash commands, formatting toolbar, and keyboard shortcuts for a smoother writing experience.
Full timeline of notes, edits, and status changes for every booking. Includes Markdown support and automatic milestone logging.
Assets now receive memorable identifiers like SAM-0001. Kit locations auto-sync contained assets for cleaner organization.
Process incomplete asset returns using Quick Check-in, Explicit Check-in, or Bulk Selection methods — no more all-or-nothing returns.
Support for DataMatrix, Code 128, Code 39, and EAN-13 barcodes alongside QR codes. Scan any standard barcode format to manage your assets.
Calendar integration showing booking timelines and real-time asset availability status. See at a glance what's free and what's reserved.
Admins can now configure visibility settings for Self Service and Base users, controlling what they can see regarding custody and bookings.
Handheld and wireless barcode scanner support for desktop. Process assets faster with hardware scanners connected to your computer.
Set custom alerts for maintenance, inspections, and contract renewals. Get email notifications so you never miss an important deadline.
Month, Week, and Day view options with booking color coding and inline comments. Navigate your schedule the way that works best for you.
You can now modify your account email address directly from your settings. Simple and straightforward account management.
Create or append assets to bookings directly from asset detail pages. No more navigating back and forth between screens.
Comprehensive asset viewing with powerful filtering, sorting, and management capabilities. Find exactly what you need, fast.
Collapsible kit display on booking pages. Keep your booking views clean while still having full access to kit contents when you need them.
Add the Shelf web app to your phone's home screen for an app-like experience. Works on any modern phone browser — no app store download required. (For the native iPhone app, see Shelf Companion on the App Store.)
Need to make changes to a reservation? Revert it back to draft status to modify details before confirming again.
Scan QR codes to rapidly add items to bookings. Speed up your booking workflow by pointing and scanning instead of searching and clicking.
New sidebar team section showing member assets and booking history. See what each team member has checked out at a glance.
Refined user roles with BASE replacing the previous Self Service tier. More granular control over what team members can see and do.
Generate QR codes for your kits to enable quick linking and tracking. Scan a single code to access an entire kit's contents.
Support for both comma and semicolon delimiters. Categories and tags are auto-created during import for a smoother bulk onboarding experience.
Select multiple assets at once and perform batch operations like check out, relocate, categorize, or delete. Manage inventory at scale.
Rugged, laminated QR labels available in small, medium, and rectangular sizes. Professional-grade tags built to last.
Separate tabs for registered users and non-registered members. Bulk import team members to get everyone onboarded quickly.
Sort your asset index by Name, Date Created, or Date Updated. Find what you need faster with flexible ordering options.
View all bookings containing a specific asset directly from the asset detail page. Instant context on where and when each item is needed.
Book entire kits simultaneously to ensure all related items are reserved together. Coordinated resource reservations made simple.
Create printable booking summaries for equipment preparation. Hand off a clean checklist to whoever is pulling the gear.
Redesigned tabbed layout for a comprehensive asset overview. Navigate between details, history, bookings, and custom fields with ease.
Group related assets together with customizable names, images, and descriptions. Perfect for travel kits, production rigs, or tool sets.
Custom fields now dynamically appear based on asset category. Different asset types automatically show the fields that matter most.
Take control of asset GPS locations with manual coordinate updates. Pin assets exactly where they are on the map.
Generate ICS files containing booking details and direct links. Sync your asset reservations with your favorite calendar app.
Scan unclaimed QR codes to register new assets or link them to existing ones. Streamlined onboarding for physical tags.
Enhanced dropdown performance and responsiveness across mobile and desktop. Faster, smoother interactions throughout the app.
Cross-platform scanner compatibility across desktop, tablet, and mobile. More reliable scanning in any environment.
OTP-based authentication replacing Magic Links for enhanced security. Faster, more reliable sign-in experience.
Sort and filter assets by availability, custody, and checked-out status. Zero in on the assets that need attention.
Rapidly create multiple entries without returning to the main page. A small workflow improvement that saves real time at scale.
A new limited user role focused on personal bookings and asset viewing. Give team members exactly the access they need.
Reserve asset groups for future dates and prevent double-booking. The foundation for organized equipment scheduling.
Multi-user workspaces with role-based team member access. Collaborate on asset management with the right permissions for everyone.
Add flexible, user-defined data fields to your assets. Track serial numbers, warranty dates, purchase prices — whatever matters to your workflow.
The initial public release of Shelf featuring categories, tags, locations, and custody assignment. The beginning of simple, powerful asset tracking.
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