Scanning an Asset from your Dashboard

Scenario: Recurring Project - PTAC Filter Changes

A common preventative maintenance task is to have a filter change for all PTACS on any given floor (20+ units). With barcoding there is no more searching through your work orders, just scan the PTAC barcode and the open work orders appear automatically.

The workflow looks like this: a technician walks up to the PTAC unit, scans the barcode, and completes the job. Completing the work order and tracking time in TheWorxHub is done in only a few steps. Once completed, the technician can complete the remaining PTAC's throughout the day with no worries of missing a unit because each is updated in real time so they can see at any point which equipment has not been serviced.

The entire process is completed in just a few steps.

Walk-up and Scan

  • From the dashboard, tap Scan Barcode.

  • Place red line across barcode and hold steady.

  • Barcode scans and automatically brings you to the Asset page which displays asset information, open work orders, and asset work order history.


Open the Work Order

  • Tap the work order to open the work order form.

  • View any additional details before starting the work.


Track Time

  • Tap the Enter Labor Time panel.

  • Tap Start Timer and complete the work.

  • When finished, stop timer and tap done.


Complete the Work Order

  • Tap the Status panel and then tap complete.

  • If necessary, enter a completion note and tap done.


Tip:  If during the PTAC filter change you uncover a corrective job to be done on that unit, simply scan the barcode, then tap +Add Work Order for Asset to create a new corrective job linked directly to that PTAC asset.


Tip:  Tap the Last 5 Completed Work Orders panel to load previously completed work on this asset. Look for similar problems and resolutions to help your work go faster.

Print this page
Help line message for the printer style.  Having problems; Call our toll free support line: 1-877-363-9679