Issue flags & reports

Issue flags are how your field staff tell the office “this piece of equipment needs attention.” When a technician spots a problem on an asset, they raise a flag — a short note plus a severity — right from their phone. Those flags stay on the asset and roll up into the Flagged Assets report so nothing slips through the cracks.

Basic plan

Issue flags and the Flagged Assets report are available on the Basic plan and above. Compare plans →

What you can do

• Raise a flag on any asset with a comment and a severity
• Flag an asset from its own page, from a customer, or from a job
• Edit, resolve, re-open, and delete flags as the situation changes
• Review the Flagged Assets report to see every customer with open problems
• Check Auto-flag suggestions — assets that get used a lot but have never been flagged

Flag severities

Every flag carries one of three severities, so the office knows what to tackle first:

• Must Fix (red) — a real problem that needs action
• Watch (orange) — keep an eye on it
• FYI (sky blue) — a note for the record

Raising a flag

The most common way to flag a problem is straight from the asset you’re standing in front of.

1. Open the asset’s detail page — go to Assets and click the asset, or scan its QR label.
2. Scroll to the Flags card and click Add Flag.
3. Type the problem in the comment box. A comment is required (up to 1,000 characters).
4. Pick a severity from the dropdown — Must Fix, Watch, or FYI. This form defaults to Must Fix.
5. Click Add Flag to save. The flag appears in the list with your name and the date.

Anyone on your internal team — admins, leads, and members — can raise flags. Customer-portal users can’t.

Flagging from a customer or job

You can also flag an asset without leaving a customer or job.

1. Open a customer (Customers) or a job (Jobs) and find the asset in its table. On a job, assets that already have flags show a Flagged indicator.
2. Open the row’s action menu and choose Flag.
3. In the Flag Asset dialog, choose a severity. Unlike the asset-page form, this dialog has no default — you must pick one.
4. Enter the flag comment.
5. Click Flag Asset to save.

Tip

On a customer’s page, open flags are also summarized in an Active Flags card, grouped by asset and sorted worst-first with severity counts — a quick way to see what that customer needs.

Managing flags

As work gets done, you’ll resolve flags, fix typos, or clear out flags that no longer apply. All of this happens on the asset’s Flags card.

1. Open the asset’s detail page and scroll to the Flags card.
2. To resolve an active flag, click its Resolve action. The flag is marked resolved and records who resolved it and when.
3. To re-open a resolved flag, click Unresolve. It becomes active again and the “resolved by” stamp is cleared.
4. To edit, click the pencil action, change the comment and/or severity, then click Save.
5. To delete, click the delete action on the flag.

Members can create, edit, resolve, and re-open flags. Deleting a flag is admins and leads only. Resolved flags stay visible on the asset (shown as “Resolved”), so you keep the history.

The Flagged Assets report

The Flagged Assets report gives the office one place to see everything that needs attention across all customers. It’s the report behind the Reports link in the top navigation.

1. In the top navigation, click Reports to open the Flagged Assets page.
2. Review the summary cards at the top: Customers with flags, Flagged assets, and Active flags (org-wide totals).
3. Use the Search customer name… box to find a specific customer.
4. Click the Must Fix, Watch, or FYI chips to filter to customers who have at least one flag of that severity. Click Clear to reset.
5. Click any customer row to open that customer’s detail page and see the full breakdown.
6. Page through results with the pager — 20 customers per page.

A few things to know:

• Rows are ordered worst-first — most Must Fix flags, then Watch, then by most recently flagged.
• The report counts active flags only. When you resolve a flag it drops off the report (and its totals), but stays on the asset as “Resolved.”
• The severity filter is inclusive: filtering by Must Fix shows customers with at least one Must Fix flag, but each row’s counts still include their Watch and FYI flags too.
• Customer-portal users can’t open Reports.

Auto-flag suggestions

Some equipment gets worked on constantly but has never been flagged — that’s worth a second look. The report surfaces these for you.

1. On the Flagged Assets page, click the Auto-flag suggestions card (the orange card in the summary row).
2. In the side panel, review assets that have been used in enough jobs recently but have no active flag. Each shows the unit number, QR label code, customer, and the reason (for example, “Asset has been involved in 4 jobs in the last 365 days”).
3. Click a suggestion to open that asset, where you can raise a flag if it’s warranted.

By default, suggestions surface assets used in 3 or more jobs over the last 365 days. These are advisory hints only — FieldLabel never creates a flag automatically. Flagging is always a deliberate action you take.