This feature is currently only available to users who are part of the beta program.
To join the beta, please contact support.
In this article, you will learn how to automatically add new equipment by using your device's camera and AI.
With Equipment Tracking, your team has clear visibility into each client’s equipment and installation history. This makes it easy to understand what’s been installed, when it was serviced, and what may be needed next— so your team can show up prepared for every job.
You can also use AI to speed up data entry by scanning equipment labels. Simply take a photo, and Workiz will automatically extract key details like the model number, serial number, and more. This saves time and reduces manual input errors.
Scanning equipment labels with your phone
- From the mobile app, open a job
- Select Equipment
- Select Add equipment
- Choose the equipment source (e.g., job items, etc.)
- Select Scan equipment label
- Select Open camera or Choose from gallery
- Camera: Point your camera at the equipment label and take a photo
- Gallery: Choose an image from your phone's library
- Allow a few seconds for the image to be scanned
- Review the details extracted from the photo
- Fill out any missing details