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Asset Check-Out: Free vs Paid Plan Features

3 min readbeginnerLast updated: January 2, 2026

Quick Answer

Asset Check-Out is available on Orbit and above.

Free plan (Nova) does NOT include check-out. You must upgrade to Orbit or higher to use check-out features.


Plan Comparison

Free Plan (Nova)

FeatureAvailable?
Asset Check-Out❌ No
Single Asset Checkout❌ No
Checkout Reports❌ No
Check-In Tracking❌ No
Checkout History❌ No
Asset Assignment✅ Yes
Asset Maintenance✅ Yes
Preventive Maintenance✅ Yes

What you can do: Use asset assignment (permanent ownership). Cannot use temporary checkout.


Starter Plan (Orbit)

FeatureAvailable?
Asset Check-Out✅ Yes
Single Asset Checkout✅ Yes
Checkout Reports✅ Yes
Check-In Tracking✅ Yes
Checkout History✅ Yes
Checkout Sessions🔄 Future (Phase 2)
Asset Assignment✅ Yes
Asset Maintenance✅ Yes
Preventive Maintenance✅ Yes

What you get: Full check-out functionality for temporary custody tracking.


Growth Plan (Odyssey)

FeatureAvailable?
Asset Check-Out✅ Yes
Single Asset Checkout✅ Yes
Checkout Reports✅ Yes
Checkout Sessions🔄 Future (Phase 2)
All Starter Features✅ Yes
Advanced Reporting✅ Yes
Multi-Site Analytics✅ Yes

What you get: Everything in Starter, plus advanced analytics.


Enterprise Plan (Cosmos)

FeatureAvailable?
Asset Check-Out✅ Yes
Single Asset Checkout✅ Yes
Checkout Reports✅ Yes
Checkout Sessions🔄 Future (Phase 2)
All Growth Features✅ Yes
Dedicated Support✅ Yes
Custom Integrations✅ Yes
API Access✅ Yes

What you get: Everything, plus enterprise support and integration options.


If You're on Free Plan

Option 1: Upgrade to Orbit

If you need check-out:

  1. Go to Settings → Billing
  2. Click "Upgrade Plan"
  3. Select Orbit (Starter)
  4. Complete payment
  5. Check-out is immediately available

Costs approximately $X/month (see pricing page for current rates).

Option 2: Continue with Assignment

If you don't need temporary checkout, you can continue using:

  • Asset Assignment — Permanently assign assets to people
  • Maintenance Tracking — Track repairs and service
  • Basic Reporting — View asset inventory and status

This works for organizations that primarily track permanent ownership rather than temporary loans.

Option 3: Manual Tracking

If upgrading isn't feasible:

  • Keep a separate spreadsheet for checkouts
  • Use asset Notes field to track who currently has what
  • Not recommended for formal compliance, but works for simple scenarios

Note: Manual tracking loses audit trail and immutability that UniAsset provides.


When to Upgrade

Consider upgrading to Orbit if your organization:

  • Frequently loans equipment to employees or contractors
  • Needs overdue tracking to recover borrowed assets
  • Has compliance requirements for custody documentation
  • Wants audit trail of who had what equipment and when
  • Manages field operations where teams check out equipment
  • Conducts training where attendees borrow devices
  • Requires cost allocation by equipment usage

ROI Examples

Scenario 1: Reduce Lost Equipment

  • Before: 5 tools/month go missing (cost: $500/month)
  • After: Checkout tracking reduces loss to 1 tool/month (cost: $100/month)
  • Savings: $400/month = $4,800/year
  • Orbit cost: $600-1,200/year (varies)
  • ROI: Positive in first month

Scenario 2: Charge for Equipment Usage

  • Equipment cost allocation: $10,000/month in shared equipment
  • Manual tracking: 20% unallocated (cost loss: $2,000/month)
  • With Orbit: 100% tracked and allocated
  • Additional revenue: $2,000/month = $24,000/year
  • Orbit cost: $600-1,200/year
  • ROI: Massive

Scenario 3: Reduce Overdue Equipment

  • Without checkout: Lost time finding returned equipment
  • With checkout: Automatic alerts reduce recovery time by 90%
  • Staff time savings: ~10 hours/month = $500/month
  • Orbit cost: $50-100/month (share of plan)
  • ROI: Positive

Upgrade Process

Step 1: Go to Billing

  1. Click Settings (bottom left)
  2. Select Billing → Subscription

Step 2: View Plan Options

Current plan shown with upgrade options.

Step 3: Select Orbit

Click "Upgrade to Orbit" button.

Step 4: Confirm Payment

Enter payment method or use existing card.

Step 5: Confirmation

Upgrade completes and check-out is available immediately.


What Changes After Upgrade

UI Changes

  • Check Out button appears on all asset detail pages
  • Checkout Reports tab appears in Reports section
  • Availability badges appear on asset lists (AVAILABLE, CHECKED_OUT, OVERDUE)
  • Checkout History section appears below asset details

Functionality Changes

  • Managers can now check out and check in assets
  • Checkout and check-in workflows become available
  • Reports include checkout data
  • Audit trail automatically captures checkout/check-in events

No Impact On

  • Existing assets, assignment, maintenance data
  • User roles (unless you customize)
  • Asset assignment functionality
  • Maintenance tracking

Questions About Check-Out and Plans

"Can I try check-out before upgrading?"

Current: No free trial of Orbit. Once you upgrade, you're committed.

Alternative: Create a new test tenant on Free plan to see other features (can't test check-out).

"What if I downgrade back to Free?"

  • All checkout data is preserved in the database
  • Checkouts become inaccessible when you downgrade
  • If you re-upgrade later, all data is restored

"Can I use check-out with just the Free plan?"

No. Check-out requires Orbit or above, no exceptions.

"Is check-out included in Enterprise?"

Yes. Check-out is included on Orbit and all plans above.

"When will checkout be in Free plan?"

No plans announced. Check-out is a paid-plan feature.


Comparing All Plans

FeatureNovaOrbitOdysseyBusinessCosmos
Asset Check-Out
Basic Inventory
Maintenance
Preventive Maintenance
Advanced Reporting
Multi-Site Analytics
Executive Dashboard
API Access
Dedicated Support
Custom Integrations

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Need Help?

Contact sales or support to discuss which plan is right for your organization.

Sales: sales@uniasset.app

Support: support@uniasset.app

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