In the field
Keep a list of the equipment each customer owns, right on their profile. Scan a barcode with the Asteri phone app to fill in the details, then link each job to the item it was for, so the next technician knows its history.
Included with every Asteri plan.
Point the camera at the label
Add item
Matched your stockProduct name
Water softener 48K
Manufacturer
Northline
Part #
NL-48K-2
Barcode
0 84327 11902 6
What you can do
Water heaters, filters, units, fixtures: whatever you work on at a customer’s place, keep it on file.
Add what a customer owns with a product name, SKU, manufacturer, part number, and barcode.
Open the scanner in the Asteri phone app and point it at the label. Most common barcodes and QR codes work.
If the code matches a product you stock in Asteri, the details fill in for you.
Scanned the same model at another customer? Asteri reuses the details you saved before.
On the web, type the code or use a plug-in barcode scanner to look it up.
Pick any of the customer’s jobs and link it to the item it was for.
Open an item to see the jobs done on it, with dates and status.
Search the customer’s jobs by name or number when you link one.
Check what’s on file and add new items from the customer’s screen in the phone app.
Work history
Each item keeps a list of the jobs that worked on it. Before a visit, your team can see when the unit was last serviced and what for.
Inventory
Water softener 48K
Northline · Part # NL-48K-2
Work history
Annual service #3127
Sep 12
Resin tank replacement #2904
Mar 3
Install #2410
Last year
Tankless water heater
SKU TWH-199
Whole-home filter
Barcode on file
Barcode scanning
A scan checks your stock first, then items you’ve recorded before. If Asteri finds a match, the form fills in. If not, the code is saved and you type the rest.
What a scan finds
A product you stock
Fills in the name, SKU, manufacturer, and part number
An item you’ve recorded before
Reuses the details you saved last time
Something new
Keeps the code so you can type the rest
How it works
Go to the Inventory tab on the customer’s profile, on the web or in the phone app.
Scan the label with the phone camera, or type the details yourself.
After a visit, link the job to the item it was for.
Next time, open the item to see every job done on it.
Questions
No. The Asteri phone app uses the phone’s camera. On the web you can type the code or use a plug-in barcode scanner. The phone apps are in App Store and Google Play review right now.
The code is saved on the new item and you fill in the rest. The next time anyone scans that code, Asteri reuses those details.
No. Customer inventory is what your customers own. Your stock is what you carry and sell. A scan checks your stock first, so items you sell and install fill in on their own.
Anyone whose role lets them view customers can see items. Adding, changing, and linking jobs needs permission to edit customers.
Yes. Customer inventory is included with every Asteri plan.