← All templates FREE RESOURCE / HEADSUP Software inventory template. Give recurring tools an owner, a purpose and a review date.
Small businesses whose software bills are spread across teams.
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02 / REVIEW & KEEP Your draft Generated draft SOFTWARE INVENTORY — [Team]
Software: [Software]
Entered charge: [Entered charge and cycle]
Owner: [Owner]
Next review: [Next renewal or review]
Complete for each tool:
Purpose:
Paid seats / active seats:
Source of charge and date checked:
Contract and vendor contact:
Notice period and method:
Critical integrations or stored data:
Proposed action and next step:
Keep currencies separate unless you document the exchange rate used. Copy draft Download .txt Print draft
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A THREE-STEP WALKTHROUGH From blank page to next action. 01 Start with receipts and vendor billing pages you are authorized to inspect.
02 Assign a person who can explain the purpose and actual use of each tool.
03 Review duplicates and upcoming deadlines before making any changes.
A worked example Two tools may overlap but serve different teams or integrations. Ask owners about dependencies before labeling one unnecessary.
Illustrative example, not a customer result.
HELP SOMEONE START Share the blank template. The link contains no entered details or draft text.
TAKE THE NEXT STEP Plan a renewal review. Use HeadsUp to record a software renewal, its notice period and the person responsible. The free planner helps you work backward from the dates you enter.
Keep a downloaded copy of your draft. Opening the product does not transfer what you entered here.
Plan a renewal review ↗ The guides and template text are available without JavaScript. Enable JavaScript to fill fields, copy, share or download. You can select and copy the template text manually.