Mobile App Functionality for Equipment

📱 Mobile App Functionality for Equipment

📘 Overview

The Ontraccr mobile app offers robust functionality for managing and interacting with equipment in the field. From scanning QR codes to launching forms, checking in assets, and completing tasks, the mobile experience ensures your team stays connected and productive on the go.

This article summarizes all equipment-related features available in the mobile app, and what’s different compared to the web version.

Please note: for more information regarding equipment in the mobile app, please refer to the articles in the Mobile App section of the knowledge base.

📲 Accessing Equipment on Mobile

Ways to access equipment profiles:

Scan a QR Code
- Tap the camera icon in the app
- Scan the equipment’s QR code
- Tap the yellow “Click to Open” prompt
Manual Navigation
- Browse or search for equipment from within the Equipment module (if enabled for your role)

🧱 Tabs Available in Equipment Profiles (Mobile)

Once inside an equipment profile, these tabs are available:

Tab	Description
Info	View standard fields and custom data
Labels	See all tags applied to the equipment
Check-In	Assign equipment to a project or location
Files	View uploaded manuals, documents, etc.
Tasks	View, update, or complete assigned tasks
Notes	Add permanent, non-deletable notes
Forms	Launch mapped forms directly from the profile

❌ The Timeline tab is not available on mobile. This audit trail is web-only.

✅ Equipment Check-In via Mobile

You can check in equipment to a project or location directly from the mobile app.

To check in:

Go to the Check-In tab
Select a project or enter a custom location
Tap Check In
A timer starts to track how long the equipment remains in use

🔁 Switching or Checking Out

Tap the black timer box again
Choose:
- Switch — Move the equipment to another job
- Check Out — End the session entirely

Check-in/check-out updates are tracked in the Timeline (web only).

📑 Launching Forms

Mapped forms can be launched directly:

Tap the form icon at the top-right of the profile
Choose a mapped form and tap Continue
Form opens with the equipment pre-filled
Custom fields can auto-fill into the form if mappings exist

📷 Using QR Scan in Forms

In any form with an Equipment dropdown, tap the camera icon beside the field
Scan the equipment’s QR code
The dropdown auto-fills with that equipment

🔧 You do not need to launch the form from the equipment profile to use this feature.

🧠 Use Case Example

Scenario: A technician needs to inspect a trencher on-site.

Opens the Ontraccr app
Scans the QR code on the trencher
Views the profile
Checks it into the job site
Launches the Inspection Checklist form
Completes and submits the form—all within a few taps

Mobile App Functionality for Equipment