Quick start

This is the fastest path from a brand-new account to a working QR label stuck on a real piece of equipment. In about ten minutes you’ll create your organization, add a customer, register an asset, link a QR label to it, and scan that label from your phone to see it come to life.

Each step links to a deeper guide if you want the full details. For now, we’ll stick to the happy path.

1. Create your account and organization

Your organization is your company’s workspace in FieldLabel. It lives at its own URL and holds all your customers, assets, jobs, and labels. The person who creates it becomes its first Admin.

1. Open the Sign Up page and enter your Name, Email, and a password (at least 8 characters), then click Create Account. You can also use the Microsoft or Google button to sign up instantly.

2. If you signed up with email and password, check your inbox for a verification email and click the link. (Social sign-ups skip this step.)

3. Sign in. With no organization yet, you’ll land on the Onboarding page.

4. In the Create Organization card, enter an Organization Name. The URL slug fills in automatically — you can tweak it (lowercase letters, numbers, and hyphens, 3–50 characters).

5. Click Create Organization. You’re taken straight to your new organization’s dashboard as its Admin.

Tip

Got an invitation email instead? Click the link in it to join an existing organization rather than creating a new one. See Accounts, teams & roles for inviting teammates later.

2. Add your first customer

Customers are the people or businesses whose equipment you service. Everything else — assets and jobs — hangs off a customer.

1. Click Customers in the left navigation.

2. Click New Customer (top right).

3. Enter the Customer Name (required). Optionally add Email, Phone, Address, Contact Information, and Notes.

4. Click Create Customer. You’re taken to the new customer’s detail page — the hub for that customer’s assets, jobs, files, and comments.

Customer names must be unique within your organization. For searching, merging, and importing customers in bulk, see Customers.

3. Add an asset for that customer

An asset is a single piece of equipment — an HVAC unit, a pump, a water heater — identified by a unit number. You can create one right from the customer you just made.

1. On the customer’s detail page, find the Assets card and click New Asset (the customer is already filled in for you).

2. Enter a Unit Number (required), e.g. “Unit 1” or “AC-01”.

3. Optionally add Model Number, Serial Number, Date of Manufacture, and a Description.

4. Click Create Asset. You’ll land on the asset’s detail page.

Note

On the Pro+ plan, you can skip the typing: click Scan data plate on the New Asset form to photograph the equipment’s nameplate and auto-fill the model, serial, and other details. See Data-plate scanning.

The customer is locked in when you create an asset and can’t be changed later. For everything else assets can do, see Assets.

4. Generate a QR label and link it

QR labels are the heart of FieldLabel: a unique sticker on each asset that anyone can scan to pull up its details. First generate a batch of labels, then link one to your asset.

Note

Generating labels is an Admin task. The Free plan includes up to 50 labels; Basic and up are unlimited.

1. Click Labels in the navigation, then Generate Labels.

2. Enter the number of labels, pick a Label Layout and Label Size, check the live preview, and click Generate Labels. Your new labels appear in the list, each one Available.

3. Open your asset’s detail page and find the QR Label card. Click Scan QR Label and scan a printed label with your camera. FieldLabel links it instantly and records who linked it, where, and when.

You don’t have to print labels yourself — on the Basic plan and up you can order professionally printed, weatherproof stickers (with free shipping) from Settings → Printed stickers. Either way, see QR labels & stickers for printing, bulk PDFs, and ordering.

Tip

No printed labels yet? You can still test the flow: open any label’s View dialog from the Labels list and click Open URL to load its public scan page in your browser.

5. Scan it from your phone

Now see it work from a customer’s point of view.

1. Point your phone’s camera at the printed label and open the link it shows. No login or account is needed.

2. The public scan page opens, showing your organization’s logo and name, your custom message, and Call / Email buttons (if you set contact info).

3. Because the label is linked, an Asset Information box shows the customer, description, model, and serial number.

That’s the whole loop. A customer standing at the equipment can now reach you with one tap. For a full tour of what visitors see — including completing maintenance tasks from the scan page — see The QR scan page.

Caution

The public scan page is visible to anyone who scans the sticker, with no login. Treat an asset’s description, model, and serial number as information you’re comfortable showing the public.

What’s next

You’ve got the basics down. From here, you might want to:

• Invite your team and assign roles.
• Customize your scan page with your logo and contact details.
• Set up maintenance plans so equipment gets serviced on schedule (Pro).
• Connect an integration like Jobber or import your customers from a CSV file.