All Collections
Estimates & Work Orders
Setting up new devices (QR codes and barcodes)
Setting up new devices (QR codes and barcodes)

Two ways to set them up: mobile app or customer's location page

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

There are two ways to set up your QR Codes or barcodes: in the mobile app or from a customer's Location page.

Key Points

  • Add new QR codes and barcodes

  • Replace existing codes

Mobile app

You can add new codes to a customer's account through the mobile app while on site. You can also replace the codes with new ones when the existing ones are no longer scanable. 

To add a new code:

  1. In the mobile app, tap Devices

  2. Tap + Scan

   3. Scan the new code
   4. Enter the information for the device in the Add Device page

   5. Tap Save
   6. Proceed to enter information in the Device Inspection page

Replace existing codes

Use this method when a code is no longer scanable, such as when it smudged, torn, removed, etc.

  1. In the mobile app, tap Devices

  2. Tap View All

  3. If it exists, tap the Device Area, and then tap the code you're replacing;
    if the the Device Area doesn't exist, tap code you're replacing

  4. Tap Rescan

   5. Scan the new code
   6. Tap Yes

   7. Tap Save in the upper-right corner
   8. Proceed to enter information in the Device Inspection page
   9. Stick the new code on the device

Customer's Location page

You can also set up QR codes and barcodes in the customer's Location page:

  1. Click Create a new...

  2. Click Device

Enter the fields:

  • Barcode: Required, this is the number on the barcode/QR code for the device

  • Device ID: Required, typically it includes the location, device type and a sequence number, such as: INT ILT 001, INT ILT 002, EXT TinCat 001, EXT TinCat 002. If you have more than 100 barcodes/qr codes for this location use three digits in your ID. Ext 001, Ext 002, etc.

  • Device Type: Required and set by what you put in Settings/Trap Types

  • Service frequency: Optional, see note below

  • Building: Optional

  • Floor: Optional

  • Location details: Optional

  • Notes: Optional

  • Click Save

Repeat for other devices

IMPORTANT

Service frequency is important to plan for if you have exterior/interior traps serviced at different frequencies. For example, you might do interior weekly and exterior monthly. In this instance you are best at creating two locations, one interior and one exterior. If you set up this scenario with one location, see Scanning devices every other visit.

If you have one location with varying scanning frequencies:
If you went ahead and added the devices to one location and you don't want to go through the process of creating a new location, deleting & creating new devices, edit the once-a-month devices and put something like Monthly, 2nd Visit Only, or if it's scanned twice a month enter something like 2nd & 4th Visit Only in one of the following properties:

  • Building 

  • Device ID 

  • Device Type

When it is skipped for that visit, it will show on the printed Work Order in the Unscanned Devices section and offer an explanation as to why it wasn't scanned for that visit. Whether that flies with the Auditor is anyone's guess.

You can also go to Settings/Document Templates and clear the check box [ ] Show Unscanned Devices. With the check box cleared unscanned devices will not show in the Work Order PDF.

To see how to view the scanned data, see Trap & Trend Report

Note There are many  types of bar codes out there: CODE 39, CODE 128, CODE 93, Bell Labs... While we would like to say we're compatible with all, but we can't. There are many things to consider including size of the code lines, quality of the material the code is on, lighting, smudges, wear and tear, etc...

We do guarantee the QR codes we sell have a two-year lifespan as ours are vinyl covered and these are the only codes we test.

bar codes

Did this answer your question?