We just added full support of QR Code in Upvise, including:
- Batch Generation of printable QR Codes on web for Assets & Equipment app.
- Built-in scanning in the mobile app
- QR Code Developer API for your custom UpviseJS apps
Step 1: Generate and Print QR Codes from Web
- On your browser, start the Equipment or Assets web app.
- Edit one or more Asset or Equipement and enter a Serial Number
- In the View Equipment (or Asset) screen, click on the Download icon / QR Code.
- It will download a printable PDF file with the QR Code of the equipment
- For testing, you can just open the PDF file on your computer.
Step 2: Scan code with your phone
- Make sure you have the latest version of Upvise Android app (v5.7.4) from Google Play
- Start the Equipment or Assets app, then tap Lookup > Scan
- It will start the built-in phone camera. Point it at the QR Code on your computer screen with the QR Code PDF file open
- That’s it. It will automatically scan the code and display the Equipment or Asset record for this equipment
Batch Generation of QR Codes
You can batch generate QR Codes from any equipment group or Asset group.
- In the desired list view of your web app, click on Download icon then QR Codes.
- It will generate a multi page printable PDF Page with all the QR Codes for the current list view of records.
- Print the PDF document containing all QR Codes, cut each code with scissors and stick or glue them on your equipment or asset.
- Each PDF Page contains up to 45 QR Codes.
Note: Upvise also support NFC Tags to lookup Equipements in addition of QR Codes.
You can now upload a PDF floor plan on the web, zoom, scroll it and add notes, photos and forms using custom markers on your phone or tablet. On Web and on mobile, the plan viewer has been optimized for smooth and ultra fast performance.
Step 1. Upload a PDF plan
- In the Project web app, open a project, then click the + icon in the toolbar > Upload PDF Floor Plan.
- Select a PDF file on your computer and click OK. (Download sample PDF test files at the end of this blog post)
- This will add the plan in the Files section of the project on the web.
- Click on the plan to display it with the plan viewer
- Use your mouse and mouse wheel to zoom or scroll the plan.
- Double click to zoom in to the max level – a second double click will zoom out
Step 2. Add and position markers on Android phone or tablet
- Start the Projects app on Upvise app and open the project.
- Tap on the Plan item and open one plan
- Pinch with 2 fingers to zoom out and in. Double tap to zoom in or zoom out.
- To add a marker on the plan, tap on the + floating button and select Note, Photo or Form.
- Move the marker on the plan to the desired position then tap the Done blue button.
- Long press the marker to re-position it
- Turn your phone to landscape to see the plan in full screen mode for optimal viewing experience
Step 3: Visualise the markers on the Web
- On your browser, display the floor plan
- Tap the r key on your keyboard or More > Refresh menu item
- You should see all the markers you added on your phone
- Click on any marker to see the associated note, photo or form
N.B.: Floor Plans can also be uploaded for a Job, or directly in the Files web app.
Sample PDF Files for testing:
- If the original PDF contains multiple pages, one plan record will be created for each page.
- You can upload multiple PDF files at the same time. In the Upload File dialog box on the web, keep the Ctrl key down and select multiple files or use Ctrl-A to select all files in a folder.
- The PDF Import plan automatically detects the page orientation and ensures the plans are in landscape mode.
- You can also manually rotate each plan using the Rotate button in the View Plan screen on the Web.
- The notes, photos and forms are linked automatically to the same project as the PDF Plan linked to the project.
- On the phone plan viewer, you can click on the List icon in the blue toolbar to display the list of notes, photos and forms instead of the plan view.
In the Expenses app, you can now archive older Reports, e.g. for expenses from previous years.
Goto the Edit Report screen, on your mobile or in your web account, and change the Status field to ‘Archived’.
Archived reports appear in a tab in the Reports list on the web and in the My Report section on your mobile.
The default behavior when a Form template is changed, is that the change applies to all forms, even those already created and filled in.
In a quality environment, you probably do not want this to happen, as you need to guarantee that a Form that has been completed is not changed. If you want to change a template, you should therefore create another Template with a revision name. Note that you can easily duplicate a Template from your web account.
You could also use Groups to classify the templates based on revision state. Example: a group named “Current Revisions” and another group named “Archived Revisions”. This will make it easier for users to identify the revision to be used when creating a new Form.
Finally you could activate the PDF Archive Email option: A PDF export of each Form will automatically be sent to this email when it reaches its final state, e.g. Submitted or other states if a Workflow is defined.
This will ensure you store a copy of each Form exactly as it was when it was completed.
There is an updated Sales Invoices chart showing the invoices due by month for the current month and the upcoming 2 months.
This is a useful visualization tool to predict cash flow income.