Installing an Item to its Final Location

Moving an item in its Final Location will allow you to remove the item from Stock (and allow you to create an End-User Service case).

First, you must prepare to move an item to its Final Location, then you can move the item to its Final Location.

Preparing to Move an Item to its Final Location

Print or download the item QR label and affix it to the item you are installing. (This may have already been completed as part of your company's workflow when you were received the item into Stock.)
Go into the project that is using that item.
On the Overview page, in the bottom right corner (under "Additional Tools"), click on Generate QR Codes.
In the pop-up window, select "Generate Room Stock Location Codes".
Also select whether you want all Room QR codes to be on one page ("Sheet") or have each Room QR code on its own page ("Individual Labels"), and click Generate. (This will generate a PDF that contains your Room QR codes.)

TIP: You can provide these Room QR codes to your field techs as part of their installation package of paperwork so that they can scan items to their final location at the jobsite.

Moving an Item to its Final Location

You can move an item to its Final Location using (A) your JetbuiltGO mobile app or (B) a handheld barcode scanner connected to your computer.

(A) Using your JetbuiltGO mobile app:

In JetbuiltGO, go to the Stock module.
Tap the orange Move Items button.
Scan the item's QR label.
Tap Move (or tap Scan More if you have more item QR labels to scan for this Room, then scan the other item QR labels, and then tap Move).
Scan the appropriate Room QR code (i.e., the Room QR code for the room that the item is in).
Tap Final Location. (You will be navigated to the Project>Assets page.)

Now the item is moved/installed to its final location! If you entered a serial number when the item was received in Stock, you will find the item's serial number listed next to the item's name on the Assets page of the project.

NOTE: After moving an item to its Final Location, the item will no longer appear in the Items area of Stock because it is no longer an inventory item.

(B) Using a barcode scanner connected to your computer:

On the Stock>Items page, find the item that you want to move to Final Location.
Expand the item name header--by clicking the item's name/model--to display the individual items in Stock.
Click on the black Move Arrow next to the Serial Number (or N/A). This will open the "Move Items" pop-up window.
With your cursor clicked into in the "Search Or Scan Location To Move To" box, scan the Room QR code.

NOTE: After moving an item to its Final Location with a barcode scanner, the item will no longer appear in the Items area of Stock because it is no longer an inventory item.

We hope this helps! If you have any questions, please feel free to reach out to us in Support.