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Creating New Customer/Site Assets from Mobile

This article outlines the step-by-step process for adding customer assets using the mobile application, ensuring a smooth and efficient workflow for your team.

✅ Step 1: Access the Job

• Open the mobile app.
• Navigate to the relevant job where you need to add assets.
• Tap on the Assets section to view the current asset list.

➕ Step 2: Create a New Asset

If there are no assets available for inspection:

• Tap Create Asset.
• Fill in the required fields:
  • Type of asset
  • Variant
  • Serial number (can be scanned using your device’s camera 📷)
• Tap Save to proceed with the inspection.

🔗 Step 3: Link an Asset

If you have barcodes or QR codes on hand:

• Tap Link Asset.
• Select Create Asset from the available options.

📷 Step 4: Scan a QR Code

• Use your device to scan the asset’s QR code.
• The app will check for an existing serial number:
  • If the serial number is found, proceed with that asset.
  • If not found, you'll be prompted to create a new one.

📝 Step 5: Complete Asset Details

Once scanned:

• The serial number will be pre-filled automatically.
• Fill in any additional fields, such as:
  • Custom attributes
  • Notes (voice-to-text supported 🎤)
• Tap Save to complete the asset entry.

🔍 Step 6: Proceed with Inspection

• After saving the asset, continue with your regular inspection process as usual.