Objects

Manage customer assets in the BackOffice and use them across work orders, forms, and the mobile app.

Objects helps you register and manage the equipment you install, inspect, and service.

Use it to keep object details, service history, and related work in one place.

What you can do with Objects

• register assets per customer or location
• track serial numbers, dates, photos, and custom fields
• link objects to work orders and forms
• manage templates, parts, and QR codes

Common tasks

• What are Objects?
• Create objects
• Import objects from Excel
• Use object templates
• Manage object parts
• Configure object free fields
• Add objects to work orders
• Add objects to forms
• Show objects on work order PDFs
• Change an object code
• Generate object QR codes

If Objects is not visible in your BackOffice yet, enable Object Management in Settings → Feature Settings first.

Related topics

• Object Management
• Work Orders
• Forms