FREQUENTLY ASKED QUESTIONS

Have a question or suggestion? Review frequently asked questions below, or contact us to learn more. We would love to hear from you!

CAN I TRACK MY CONSUMABLES/PARTS/SUPPLIES?

We are proud to say YES! We have provided a way for you to set up your supplies, transfer amounts as you move them, and consume them on job sites!

To learn more, navigate to our Supplies feature page.

Great question! Supply Units are a grouping system to tell the app what supplies are the same item type. Using supply units ensures that you don’t accidentally transfer Shoe Covers, for example, to your garbage bag supply.

To learn more, navigate to our Supplies feature page.

This can be very confusing! All three of these options are here for those who have a system already in place with different groups and tiers for their supplies. If you don’t want to use this just make all three the same and it will still work perfectly for you!

If you are one for more organization or need more structure then we will explain what each of these means so you can situate them accordingly.

  • Supply Units are a grouping system to tell the app what supplies are the same item type. Using supply units ensures that you don’t accidentally transfer Shoe Covers, for example, to your garbage bag supply.
  • Categories are used to select which supplies may be related in some way. For example, you could create a ‘Safety’ category for items such as Tyvek Suits and Respirators.
  • Supply Type is the most specific piece of information you can provide. Simply put, it’s the name of what the supply contains.

To learn more, navigate to our Supplies feature page.

Nope! You can get started without them! You have the option to add them later, or never add them at all! But don’t forget our labels are always free so it is never a problem to ask for more!

To learn more, navigate to our Supplies feature page.

If you are using QR codes that we have sent you, this ID is best left untouched. YOU CAN’T GO BACK AND EDIT THIS! However if you are NOT using QR codes, then make this ID very unique. We send our QR codes following a 4-digit pattern ex. ‘0001’, so we advise you stay away from that or add a letter to the ID. This is what will be used to identify that specific individual supply so don’t duplicate it!

To learn more about Supplies, navigate to our Supplies feature page.

We do have reports! Right now we provide a Location History Report, a Current Equipment Location Report, a New Locations Report, and an Equipment at Location Too Long report, and we have more coming all of the time. Many reports we currently offer were inspired by our clients! We are open to feedback regarding how Inventory Shield creates reports. To learn more on how to access the reports we provide, head to our Reports feature page.

To print a Location Report, you can head to the ‘Admin Actions’ in a location profile. It’s important to note that you won’t be able to print a location report if you are on a smartphone or tablet. You must be on a desktop. If you are on a desktop and it is still not showing up then you can check to be sure your ‘Show Location Summary’ is turned on. This option can be found only by Super Admins when they edit their Location Types. For more information you can go to our History feature page.

Scan coordinates give you the ability to see where our equipment is on the map we provide. When your equipment is scanned into a location, the coordinates are updated to that locations coordinates. Or, you can scan the equipment and select the Update Scan Coordinates option. If you need help with this, we provide step-by-step instruction on our Maps features page.

Our areas feature provides you the option to create a location inside of another location. This can benefit your business no matter the industry because it is totally customizable. The use of this feature can support organization or for some industries, benefit the billing process. You can know what equipment was in each area and for how long. All of the history provided for each main location is also provided for each Area. For more on this feature and how to use it visit our Areas feature page.

We are so excited to present to you our Containers feature! When you turn a piece of equipment into a container, you make it possible to scan other equipment into it. So if you have a meter case that holds multiple meters, you can label it, turn it into a container, and scan your meters into it. Now, whenever you scan the meter case into a new location, the meters inside will move with it! Check it out on our Containers feature page.

At this moment we do not have the option to change a container back into a normal piece of equipment. However, it is in the works and we hope to present it to you soon! For the moment, you can still move it like normal just don’t scan anything into it if it doesn’t contain anything.

A photos option is available on EVERYTHING. For each location, area, and piece of equipment, you can add multiple photos. Each photo is not only saved on our server for your convenience, but also who took the picture, and when they took it. For more on how to use the photos feature is available on our Photos feature page.

As you create a location, when you input its address, a dropdown list of nearby addresses should appear. Selecting one of these autocompleted addresses will ensure your location is shown on the map. For some step-by-step instructions, visit our Location Map section on our Maps feature page.

We provide an option to add a note on EVERYTHING. Every single location, area, and piece of equipment can have a note. Every time a note is created, we save the time it was created, the day, and also who created it. If you want to know more about this feature, please visit the Notes feature page.

The Alerts feature is simple and great to use! This option is only available for Admins and Super Admins. You can find the ‘Add Alert’ button in the Admin Actions. To learn more, review our Alerts feature page.

Yes you can! We are happy to tell you that your alerts can be scheduled. You can find this option when you go to add an alert. Just above the ‘Add’ button there will be a checkbox that says ‘Schedule Alert’. Select that and a date and time box will appear for you to schedule!

To learn more, review our Alerts feature page.

The equipment double-check offers you the ability to scan equipment that should already be scanned in, and doublecheck that it is there. This doublecheck feature can be used for every single location and area. To learn more about doublechecks and how they work, go to our Double-Check feature page.

Adding your equipment to a location is simple! When you navigate to the location you want to add your equipment to, there is a blue button with a qr code and a magnifying glass as shown below:

Click that button. Now everything you scan will do into that location until you press Done!

It’s simple! You have to go to your ‘Location types’ in the side nav bar and press ‘Enable Regions’ at the bottom of that screen. For step-by-step instructions, refer to our Regions feature page.magnifying glass as shown below:

Easy! As an Admin or Super Admin (a technician is not able to assign a task) you simply need to select the Location you want to assign someone to. Then, find in the Admin Actions the ‘Assign a User’ button. From there you can select as many users as you would like to assign.

For step-by-step instructions, refer to our Assign Tasks feature page.

We do! We have a Zapier integration which can automatically create locations in Inventory Shield. If you want to try out our Zapier integration you can check it out!

Visit our Zapier Integration page for more help on what Zapier is and how to create zaps.

Yes! We have a great API that you can utilize to make your other tools work with Inventory Shield automatically. Here is the documentation on our API.

To receive an API key, please reach out to us via email: info@inventoryshield.com, or phone: (855) 341‑1759. Once you have received this key, you can visit the API page to view your API key and the requests that have been made. You must be a Super Admin for your account to view this.

The answer is yes! We are pleased to present you with Regions, our feature to allow you and your users to create one account each and have it connected to all of your locations within your business. We also offer region specific permissions. To learn about this incredible feature and how to set it up, refer to our Regions feature page.

Low Energy Bluetooth technology and RFID are great technologies we are looking into, but they do not offer all of the benefits the QR codes do at the moment. Using QR codes means inexpensive labels, affordable service, reliable teachnology, and manual scans. You won’t need to replace labels over a dead battery. You won’t need to invest in a lot of expensive scanners, you can just use your phone! Likewise, when equipment is moved, you know someone personally scanned that individual piece of equipment meaning they saw it and can be responsible for it.

When you are on a desktop computer, the best way to access Inventory Shield is to go to our web app. If you visit our app in Google Chrome and you want to install Inventory Shield on your computer, you can click on this icon in the URL bar. You can then click on the Install button which will install the Inventory Shield app on your desktop computer. Now, you can launch it like any other application that you have.

Absolutely! Our tracking labels are of the highest quality. In fact, they are designed to stick for 7 years outside in the sun. Oh and they’re totally waterproof! To learn more, you can go to our page, Tracking Labels.

Not at all! Once you open the app and press the Scan icon, all you have to do is hold your camera over the QR code. The scanner picks up the QR code almost instantly, pulling up all of the details associated with that piece of equipment. For more information on scanning the codes into different locations, go to our Getting Started page, Step 6.

If each member of your team has their own account you can then see WHO scanned what, where, and when. This arrangement is optional, but helps support more employee accountability. However if you would prefer a different method, such as each vehicle’s assigned phone having an account, that is possible as well.

To add a user to your company account, you will need to give them an Invitation Code. They will need to create their own user account first. This is where they will be asked to enter an invitation code. When they input that code, they will join you as an emplyee in your company account. You can find your invitation codes through your account on the app. We show what this looks like on our Getting Started page and our Permissions feature page. With every Invitation Code, you are also given an Invitation Code link. This link will take someone directly to Inventory Shield and pre-fill the Invitation Code for them. It is the easiest way to get new users onto your Inventory Shield account with you.

You can! We call this Backdating a move. It’s simple to do and is ony able to be done by Admins and Super Admins. To learn how to Backdate your equipment, refer to our History feature page.

There are three different types of users. There is the Technician, the Admin, and the Super Admin. Each user has different permissions.

Technician

A technician can add new equipment and locations. They can also scan equipment to move it from one location to another.

Admin

Admins can do everything a Technician can do. Additionally, they can both edit and archive equipment and locations. They can also have access to view the list of all the users.

Super Admin

Super Admins can see and do everything including changing the permissions of other users. They are also the only users who can see the Invitation Codes that are available on the account.

For more detailed information about user permissions, visit our Permissions feature page.

The way you remove a user from Inventory Shield is to change their permission level so they have No Access. You can do that from the All Users screen which you can find in the side menu if you are a Super Admin user. From the All Users Screen just click on the user you want to remove and tap the Change User Permissions button and then choose No Permissions on the modal that pops up and click save. After doing this the user will be blocked from the app and will no longer be able to see your company’s Inventory Information. For step-by-step picture instructions, you can view the Permissions feature page.

Have Any Questions or Suggestions?

We are here to help!

Call us at (440) 596‑5981 or toll free (855) 341‑1759

Email us at info@inventoryshield.com