You can use Project Level QR codes to give your customers an easy way to initiate service requests for any reason. You can also use product-level QR codes, which allow your clients to open a ticket when a specific item needs service.

To allow your clients to submit service tickets, you will first need to enable the checkbox this checkbox in your Service Settings.

Setting up your Service Permissions:

  1. Go to Settings > Service

  2. Select the checkbox that says "Allow Anonymous User To Request Service"

Once you have this enabled, you can proceed to generate QR codes for your projects and/or products.

To Generate a Project Level QR Code:

  1. Go to the Projects > Overview page

  2. Under Additional Tools, select "Generate QR Codes"

  3. Enter a label for the QR code - you can use the project title, or any other title you'd like.

  4. If you also have a Stock subscription, you will need to select "Generate Project Service Code."

  5. Choose the print format - full letter sheet, or smaller individual labels

  6. Click Generate.

This will generate a printable PDF of the QR code that you can give to your clients. If any of their equipment needs service, they can follow the QR code link to submit a service ticket.


To generate individual product QR Codes:

  1. Make sure you have Asset Tracking turned on for each item that needs a QR code.

  2. Go to Project > Assets and click "Download QR Codes" at the bottom of the page:

This will provide you with a PDF of QR codes for each selected product. You can then print these codes and adhere them to your products. If a product is in need of service, your clients can scan the code to open a service ticket.

Head over here for more details on what your client will see when they scan a QR code, and what information you will receive from them.

Hope this helps! If you have any questions, please feel free to reach out to us in Support Chat!

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