Frequently Asked Questions

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Features

Do you guys have reports?

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.

How do I turn on and print a Location Report?

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.

How can I update the scan coordinates for equipment?

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.

What are Areas?

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.

Am I able to add photos?

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.

Why isn't this location showing up on the map?

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.

Is there a way to add notes?

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.

How do I Add a Location or Equipment Alert?

The Alerts feature is simple and great to use! To learn more Alerts feature page.

How does the Run Equipment Double Check option work?

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.

How do I add my equipment to a Location?

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!

How do I set up Regions for my company?

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.

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General Inquiry

Does Inventory Shield work with Zapier?

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.

Do you guys have an API?

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. If you are a Super Admin for your account you can visit the API page to get your API key and see the requests that have been made.

Can I use Inventory Shield for my locations in different cities and states?

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.

Does Inventory Shield use Bluetooth Low Energy or RFID?

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.

Is there a desktop app?

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.

Install our Chrome app.

Are your tracking labels any good?

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.

Is it hard to scan the 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.

Does each member of my team need their own account?

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.

How do I add a user to my company account?

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 prefill the Invitation Code for them. It is the easiest way to get new users onto your Inventory Shield account with you.

Can I check in my equipment to show as scanned in on a previous date?

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.

What are the different users and their purposes?

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.

How do you remove users from the app?

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?

Please reach out! We would love to answer your question.

Call us at (440) 5965981 or toll free (855) 3411759

Email us at info@inventoryshield.com