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Asset Inspections & Management

Scanning a QR Code for an Asset Type and Checklist in a Job

Tap the plus icon to create a new job. Select the customer type (for example, Organization), then select the organization name. Optionally, select a contact person or skip this step. Enter a summary for the job.

Step-by-step instructions

  1. Scanning a QR Code for an Asset Type and Checklist in a Job - step 1
    Step 1

    Tap the plus icon to create a new job. Select the customer type (for example, Organization), then select the organization name. Optionally, select a contact person or skip this step. Enter a summary for the job.

  2. Scanning a QR Code for an Asset Type and Checklist in a Job - step 2
    Step 2

    Select the billing type. Tap Next, then tap Complete. Navigate to the Assets section and tap the hamburger menu.

  3. Scanning a QR Code for an Asset Type and Checklist in a Job - step 3
    Step 3

    Tap Scan QR Code to open your device's camera. Scan the QR code. When prompted, tap Yes to create a new asset.

  4. Scanning a QR Code for an Asset Type and Checklist in a Job - step 4
    Step 4

    Tap Save. Then tap Inspect. Select the appropriate checklist and tap Confirm.

  5. Scanning a QR Code for an Asset Type and Checklist in a Job - step 5
    Step 5

    Complete the checklist inspection. Tap Save to submit the inspection.

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