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When Your Client Scans a Service QR Code
When Your Client Scans a Service QR Code

Here's what your client will see, and what info you will receive, when your client scans a QR code.

Clayton avatar
Written by Clayton
Updated over a week ago

If you have Service module permissions, you can generate project-wide QR codes, or Asset item QR codes that allow your clients to seamlessly open a service ticket.

NOTE: If you are using the Stock module, your client can also scan a Stock item QR code after the item has been installed to its final location to open a service case.

Here is what your clients will see on their end when they scan a code.

Scanning an Individual Asset/Stock Item QR Code:

After scanning an Asset or Stock item QR code with their mobile phone, the client will see the item details, and your company's contact info. They will also see a a button where they can Request Service:

Scanning a Project-Level QR Code:

When your client scans a Project QR Code, this is what they will see:

Please note that your project needs to be in the "Completed" stage for this "Request Service" button to appear. Only Completed projects are active in the Service module.

Request Service Form

When your client clicks "Request Service," they will see a form where they can enter a brief service description of the problem, along with their contact information.

Here is an example of the end-user information input window seen on a mobile device:

When they fill out this form and click "Open Service Case", the end-user will receive a message that says, "A service representative from [Company Name] will contact you for verification and scheduling."

Following Up on an Open Service Case

This request will show up in your team's Service case queue in Jetbuilt. You can then view their service request, verify details, and schedule an appointment.

  1. You will see this case listed in your Unscheduled Case List with a Description, "End User Submitted - Follow Up" in bold red, with a Service Status of "Pending".

  2. This will alert your Service Case creator that this case requires follow-up to verify the issue, assign a technician to perform service, and schedule.

If you'd like more information about creating service tickets for your clients within your Jetbuilt account (no Stock module required), head over here.

We hope this helps! If you have any questions, please reach out to us in Support Chat 🙂

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