Assets and QR labels

An asset is a piece of equipment you look after: a boiler, an air handling unit, a fire alarm panel, a lift.

Add an asset

1. Open Assets, select New asset and choose the site.
2. Choose the Asset type, then fill in Description, Make, Model, Serial number and Location on site.
3. Add the type’s own details if it has any, such as output in kW.
4. Select New asset to save it.

Asset types and their extra fields are set up in Settings → Asset types, for any trade.

QR labels

1. In Assets, select the assets you want.
2. Select Print QR labels.
3. Print on A4 sticker sheets (3 × 8), or choose “Save as PDF” in the print dialog.

Engineers scan the label with Scan in the app to see the asset’s details and service history. If the camera won’t work, they can tap Enter code manually.

When equipment fails or is removed

Choose Mark faulty, Decommission or Retire on the asset. Its history stays. Retired and decommissioned assets can’t go on new jobs unless someone gives a reason.

A failed check can also mark an asset faulty by itself, if the form is set up to. See When a form fails. Its certificates are on the Certificates page.