Product Updates Archives - ϳԹ /type/product-updates/ Tue, 21 Apr 2026 23:52:38 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 /wp-content/uploads/2026/02/encircle-e.svg Product Updates Archives - ϳԹ /type/product-updates/ 32 32 AI Item descriptions is here: See it, snap it, pack it, done /resource/ai-item-descriptions-is-here-see-it-snap-it-pack-it-done/ Tue, 21 Apr 2026 23:52:12 +0000 /?p=6067 AI Item Descriptions is here: See it, snap it, pack … Continued

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4–5 minutes
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AI Item Descriptions is here: See it, snap it, pack it, done

We’re excited to introduce Item Descriptions, powered by ϳԹ AI. Now you can document items with the snap of a photo.

With just one photo, our AI automatically generates a complete, standardized description in seconds, helping your team move quicker while keeping everything consistent.


What Item Descriptions does

Item Descriptions analyzes your item photos and builds a description in 4-5 seconds in the background while you keep snapping away, including:

  • Item name
  • Quantity
  • Brand*
  • Model number*

*if visible.

Item Description capabilities

  • Fast, automatic descriptions: Snap a photo and let AI handle the details with no need to type everything out manually.
  • Work alongside AI: Descriptions generate while the item is open so techs can double check accuracy and make edits right away.
  • Capture multiple items at once: Take one photo of several items, tap each one in the picture, and ϳԹ will create separate records automatically.
  • Upload in bulk from the web app: Office teams can upload batches of photos and let AI generate descriptions behind the scenes—perfect for large losses.

How it fits in your workflow

Using Item Descriptions is simple:

  1. Take your first photo
  2. Tap ‘Done’
  3. Keep taking your photos. Item Descriptions will run in the background.
  4. Review and/or edit when you’re ready

Pro Tip: If you’re offline, keep taking your photos. Once your device connects to the internet, your descriptions will generate.

Item Descriptions for multilingual crews

Item Descriptions makes it easier for teams who speak different languages to work faster and more confidently, without any extra tools or translation steps.

Instead of relying on manual translation or tools, techs simply capture the photo and the AI generates the description in English (regardless of the device’s language settings.)

“Some of our crew don’t have very good English. So what [Item Descriptions] has done is they’re able to take the photos of the items and then they don’t have to use Google translate. It puts it all there for them. They already know what the item is and then they’re just focusing on the salvageability of the item, how to treat the item, and then go from there.”

Ahsan Khan, MyContents

Fewer steps, less friction, faster crew onboarding, and more time spent on the work that matters most.

Cut your packout time in half

Packouts move fast, and documentation can be the thing that slows your team down.

Item Descriptions helps your crew capture accurate item data on the fly without stopping to type, translate, or second-guess descriptions.

  • Snap and go: Take a photo and keep working while our AI fills in the details
  • Reduce manual entry: Less time writing descriptions, more time handling items with care
  • Stay consistent under pressure: Even on large or chaotic losses
  • Process more items, faster: Especially when combined with multi-item capture

Field teams are seeing up to 50% time savings when packing out using Item Descriptions.

Get the most out of Item Descriptions

Here are a few small things you can do to get the best, most accurate descriptions:

  • Get the shot right: Focus on the main item, filling about 70-80% of the frame.
  • Show important details: Capture brand names, logos, and labels as well as model or serial numbers, if possible.
  • Set it up for success: Use the best lighting you can, hold steady and let the camera focus while keeping the background simple and uncluttered.
  • When photographing multiple items: Spread items out slightly so they’re easy to distinguish and stage them naturally (like unfolded clothing)
  • Stay in control: Add or edit details anytime, the AI won’t overwrite your work. Add extra photos or notes.

What to avoid:

  • Taking wide room shots instead of focusing on items
  • Moving while taking photos, resulting in blurred pictures
  • Blocking labels with fingers or shadows
  • Shooting from extreme or distorted angles (wide angle, etc.)
  • Busy or cluttered backgrounds
  • Items that are heavily covered or hidden
  • Severely damaged, non-restorable items that are hard to identify (these are best described manually)

Designed for real teams

Whether you’re in the field or in the office, Item Descriptions is built to support how you actually work:

  • Field teams can capture and move on without slowing down
  • Office teams can process large batches of images quickly and easily

And because it starts working at the time of capture, the tech can see and verify descriptions while the item is still in their hand.

Get started with Item Descriptions

Let Item Descriptions—and the rest of ϳԹ AI—help your team document faster, stay consistent, and reduce manual work—without changing how you actually work.

Item Descriptions is now available in-app to try for free until May 27, 2026. You don’t need to do anything—just start snapping pics and watch the magic happen.

Not yet an ϳԹ customer? Start a free trial today and get access to 14 days of the full ϳԹ field documentation platform, ϳԹ AI features, and 5 free Floor Plans.

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Turn room videos into clear, structured, and professional documentation /resource/turn-videos-into-documentation/ Wed, 15 Apr 2026 13:03:05 +0000 /?p=5921 Turn room videos into clear, structured, and professional documentation Introducing … Continued

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3–4 minutes
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Turn room videos into clear, structured, and professional documentation

Introducing Video Summaries, a new feature powered by ϳԹ AI, that helps you turn room videos into structured summaries in minutes. Turn the summary into a note to improve the overall clarity and professionalism of your job documentation.

With Video Summaries, you can capture what you’re seeing in the field and let ϳԹ AI work in the background to generate a clear, concise summary—saving you time while keeping your files accurate and organized.

Following the release of ϳԹ Scope, this is the latest tool in the ϳԹ AI suite—and it’s free as part of every ϳԹ subscription.


How AI Video Summaries works

Video Summaries are generated from the audio track within your room video. This means the AI listens to what you say and uses that information to create a summary.

Note: Video Summary does not interpret the visuals in the video—so if you want a summary, you need to describe what you’re seeing out loud as you record.

Example:

Instead of just recording a video of an affected room, add your expert narrative: “In the kitchen, there is visible water damage to the lower cabinets and hardwood flooring extending approximately 5 feet out from the fridge and about 8 feet on either side.

This feature is built specifically for a restoration context, meaning the AI actually understands what you’re telling it and is able to create an accurate summary in a format that will strengthen your documentation.

Video Summaries capabilities

This feature allows you to automatically generate structured text notes from a recorded video. Speak as you normally would when describing the scene to a coworker—ϳԹ AI then transcribes the audio and converts it into a professional summary without manual typing.

  • 5-minute videos: Capture room videos up to 5 minutes in length.
  • Speak in your language: Videos can be captured in 100+ languages, transcribed, translated, then summarized into either English or French.
  • Create a note from the summary: Once the summary is complete, instantly create a room or general note with the video automatically attached.

No language barriers

We know that not everyone is comfortable narrating videos in English. That’s why video summaries allow the user to record the video in their native language. The AI will transcribe and then translate the video into your choice of an English or French summary.

It’s a win-win for everyone. Your field crews can record room videos in the language they are most comfortable with, but the notes are professionally summarized in English or French, ready to be included in your ϳԹ reports.

Get the most out of Video Summaries

To get the best results, be sure to follow these best practices:

  • Speak clearly: Enunciate words and avoid rushing through descriptions.
  • Be descriptive: Describe the room you are in and what you see, not just what you’re doing. Include as much detail as possible.
  • Minimize background noise: Record in quieter environments when possible and avoid overlapping conversations.
  • Stay relevant: Focus on restoration-related observations and avoid off-topic commentary.
  • Review before you use: AI can make mistakes, always review the generated summary carefully before turning it into a note.

Try out Video Summaries now

Video Summaries is the latest tool in the ϳԹ AI tool belt to help you document better and faster in the field.

This feature is now live in-app and free to use as part of every ϳԹ field documentation subscription. Try it out—take a video as you normally would, narrate what you’re seeing, and generate your summary.

Not yet an ϳԹ customer? Start a free trial today and get access to 14 days of the full ϳԹ field documentation platform, ϳԹ AI features, and 5 free Floor Plans.

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Faster, more accurate mitigation scoping is here /resource/faster-more-accurate-mitigation-scoping-is-here/ Tue, 24 Mar 2026 00:34:27 +0000 /?p=4915 Faster, more accurate mitigation scoping is here If you’ve ever … Continued

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2–4 minutes
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Faster, more accurate mitigation scoping is here

If you’ve ever scoped a loss, you know the challenge. You walk the property, document everything, take photos, write notes—all while you and your team are trying to stabilize the site. Then, you go back to the office hours later and try to piece together everything you saw, everything that needs doing, and all the little details in between.

Introducing ϳԹ Scope, the first AI mitigation scoping tool that takes all the work you already do in ϳԹ and transforms it into a review-ready scope—at any point in the restoration job.

Combined with our field documentation toolkit, ϳԹ Scope helps you create faster estimates, capture missing line items, and have a smoother experience for everyone involved—from techs to adjusters.


What ϳԹ Scope brings to the table

Scope as you document

With Scope, field teams can build a detailed scope of work while they’re already documenting the job. As techs move through rooms, take photos, and record notes, they can also capture the affected materials, assemblies, and work required.

Instead of returning to the office and spending hours dumpster diving for all the information, you can click a button in ϳԹ and a scope is created and ready to review in a couple of minutes. This means faster estimate creation and less mental energy drained.

Capture every detail the first time

Missing line items upfront is one of the biggest causes of supplements downstream. When documentation and scoping happen separately, it’s easy for important details to fall through the cracks.

ϳԹ Scope keeps everything connected. The scope is built alongside photos, notes, and room documentation so nothing gets lost. Teams can clearly capture what was affected, what work is needed, and the conditions on-site while they’re standing in the space.

Reduce supplements and rework

Every supplement adds time, headache, and administrative work. When scopes are incomplete or inconsistent, estimates bounce back and forth between contractors, adjusters, and office staff.

By creating a structured scope directly from field documentation, ϳԹ Scope helps make sure your estimates start with the right information. That means fewer revisions, faster approvals, and less back-and-forth between teams.

Keep the entire team on the same page

When field teams and office staff work from different information sources, things slow down. ϳԹ Scope keeps everyone working from the same source of truth.

Because scope information lives directly inside the job record, office teams can immediately see what was captured in the field. That makes it easier to review the job, finalize estimates, and move forward without chasing techs for clarification.

Built for restorers

Just like the rest of ϳԹ, Scope is purpose-built for how restoration projects actually happen:

  • Scope is captured directly alongside job documentation
  • Field teams can build structured scopes while on-site
  • Office teams can quickly turn scope data into estimates
  • Reduced missed items and costly supplements
  • Keeps field documentation and estimating connected

Get started with ϳԹ Scope in-app today

Starting March 18th, ϳԹ Scope is available to all ϳԹ users.

If your team already uses ϳԹ for documentation, adding Scope is a natural next step. Your technicians can start capturing structured scopes in the field immediately—helping your business create faster estimates, stay on the same page across teams, reduce supplements, and keep jobs moving forward.

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Track job progress with events & milestones in ϳԹ /resource/track-job-progress-with-events-milestones-in-encircle/ Mon, 16 Mar 2026 14:45:44 +0000 /?p=2758 Track job progress with events & milestones in ϳԹ Events … Continued

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3–4 minutes

Track job progress with events & milestones in ϳԹ

Events & Milestones in ϳԹ lets restoration contractors easily document when key job events occur, creating a clear job timeline that improves communication and reporting. Teams can quickly show what work was done, when it happened, and how the job is progressing—all within ϳԹ.

Introduction

As a restoration contractor, your performance is often measured by action—when key events on a job are completed and how quickly you get the job done. But too often those dates live in emails, sticky notes, or someone’s head. That slows down communication, creates confusion, and makes it harder to show the true story of the progress of a job.

With Job Events & Milestones, ϳԹ now makes it super simple to document, see and report on the timeline of a job. By recording the dates of core job events, you’ll gain a clear timeline of work completed—improving communication with your team, customers and adjusters, while adding another layer of professionalism to your documentation.

Track job progress with confidence

With ϳԹ, you can now document when key job events happen with date and time stamps and include those events in your reports. Clearly document and report on progress, right alongside your photos, notes, moisture readings, etc. Quickly see how a job is moving forward in the job timeline.

Improve communication & professionalism

Everyone involved in a property wants to know the same thing: Where are we at with this job?

  • Include important dates in  to show exactly when work was performed.
  • Quickly access a visual summary of the work that has been completed to date.

Centralize all of your job information

No more digging through emails or notes to confirm dates.

  • Milestone details are available on every screen in the claim, so you never lose track of progress.
  • The job timeline is always visible in ϳԹ—on both web and mobile.

What makes ϳԹ different?

Other platforms track tasks. ϳԹ ties progress directly to your field documentation:

  • Proof of damage.ճphotos, videos, 360s,notes,floor plans, and moisture readings that tell the story of what happened to the property
  • Proof of work. The documentation shows what you did throughout the job to get the property back to pre-loss condition.
  • Proof of performance. Capturing when job events occurred to showcase your performance.

And because progress tracking lives right inside ϳԹ:

  • It’s always accessible on web or mobile—never buried.
  • Anyone on your team can document when job events occurred, not just your office admin or Project Manager.
  • ’sreport-ready, making it easy to add another level of detail to impress customers and adjusters.

Get started with Events & Milestones

Events & Milestones are available in your ϳԹ account now. No setup required—just update your app to start tracking job progress today.

Get complete and consistent field documentation everytime.

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ϳԹ takes documentation full-circle with 360° photo capture /resource/360-photos-encircle-documentation/ Mon, 16 Mar 2026 14:29:40 +0000 /?p=2752 ϳԹ takes documentation full-circle with 360° photo capture In restoration, … Continued

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5–8 minutes

ϳԹ takes documentation full-circle with 360° photo capture

In restoration, seeing is believing. From the moment you step on-site to the final walkthrough, capturing the full scope of work is essential for fast estimates and even faster approvals. But with so much to document, traditional photos don’t always tell the whole story.

ϳԹ is making it easier than ever to document every angle in an instant with 360° photo capture and viewing, powered by an integration with Ricoh Theta cameras.*

With a single tap, take complete room overview shots—giving remote estimators, reviewers and adjusters the context they need to make fast, confident decisions.

What are the benefits of 360° photos in ϳԹ?

1. Bring your entire documentation workflow under one roof

Photos, videos, notes, floor plans, and now 360° photos—all automatically organized, labeled and accessible in one place. ϳԹ also includes Hydro for moisture documentation and contents to inventory and pack out personal property. Everything you need to document, organize and report every must-know detail of a property loss, is in ϳԹ.

2. Capture every single detail

One click, full coverage. 360° photos eliminate blind spots and give you a complete room overview in one shot. This overview photo can not only cover your butt against claims of damage caused by your team, but can also make it easier for estimates to be done without the estimator being on site.

3. Save money on software

Document every job with precision—without breaking the bank. ϳԹ includes 360° photos in your subscription, providing more documentation at no extra cost. By consolidating all of your documentation tools into one app, you avoid the expense of multiple single-point solutions. Choose a software that grows with your team, projects and ambitions from day one.

4. Have one simple tool for field teams

Juggling multiple apps slows you down. With 360° photo capture built right into ϳԹ, there’s no need to jump between apps, screens and risk documentation errors from having documentation all over the place. Take a 360° photo and stay on the same screen for close-up photos and a walkthrough video. Keep your workflow smooth, keep your team on the same page and your home screen clutter-free.

5. Use trusted technology

Ricoh Theta cameras make capturing 360° photos fast and easy—even for first-time users. Just attach to a tripod, power on and connect to the ϳԹ app. With dual lenses capturing 180° each, you get a full 360° image in one shot, and models like the THETA X and Z1 deliver impressive clarity with up to 60MP and 23MP resolution.

A 360° photo has become standard documentation on every restoration job. As the #1 photo documentation software, ϳԹ gives you everything you need to capture every must-show detail of a property loss. Tell the full story, speed up approvals and help everyone make more informed decisions. It’s time to take your documentation full circle with ϳԹ.

*Supported Ricoh Theta models: THETA X, THETA Z1, THETA V, THETA SC, THETA S (firmware version 01.62 or later)

Get started with 360°photos

Capture immersive, full-room documentation in seconds with 360° photos. Using a supported Ricoh THETA camera and the ϳԹ mobile app, you can quickly connect, choose the right capture mode for the space, and add detailed visuals directly to rooms or notes — helping you document every angle with clarity and confidence.

Get complete and consistent field documentation everytime.

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ϳԹ + Tramex: Error-free moisture data is one click away /resource/encircle-tramex-moisture-readings/ Mon, 16 Mar 2026 13:54:56 +0000 /?p=2725 For restoration contractors handling water mitigation, capturing accurate, reliable moisture … Continued

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For restoration contractors handling water mitigation, capturing accurate, reliable moisture data in-the-moment is critical to tracking drying progress and making the right decisions. Accurate, reliable records of that moisture data is also critical to justify the work that was done — so you get paid in full.

At ϳԹ, we understand that water mitigation is complex enough. That’s why we’ve built a moisture documentation tool to make the process of reporting to carriers and clients faster and easier. Our newest integration with Tramex takes it even further, enabling restoration professionals to instantly capture and record moisture content directly in ϳԹ — with zero manual input.

With a single click, all the material’s moisture data is automatically logged in ϳԹ Hydro and applied to PDF reports, creating airtight records for adjusters and carriers. Best of all, there are no additional subscriptions or complicated setups — data flows directly from the Tramex Bluetooth® meter straight into ϳԹ. With faster, more accurate readings, documenting water mitigation has never been easier.

Absolute Accuracy

Field teams no longer need to risk errors from manual moisture readings or double-check numbers. With the Tramex Bluetooth meter, moisture and material temperature data flow directly from the meter screen into the ϳԹ app.

And it doesn’t stop there. Technicians can also simply snap a photo of the Tramex meter displaying a reading — which will automatically and instantly pull the reading data into ϳԹ, while adding the visual record of the meter. Whether for compliance or carrier requirements, you’ll have all the proof you need. With just one click, you get a photo, recorded moisture levels, and material temperature — all securely stored in ϳԹ. It’s the easiest, most reliable solution for modern moisture mitigation.

Rapid Readings

Recording field data can feel like a juggling act — balancing tools, meters, and your phone, sometimes all at once. But with ϳԹ and Tramex, you only need one hand to get the job done. Just place the Tramex meter on the material, tap “take Bluetooth reading” in the ϳԹ app (or just take a photo of the meter), and moisture readings are instantly captured. No more awkward multi-tasking.

Once recorded, the data is stored and ready to be added to moisture reports right away, cutting down on hours of waiting for paper drying logs from the field. This helps teams work more efficiently, keeping everything moving smoothly from the field to the office, carriers, and homeowners.

Trusted Technology

Tramex meters are trusted by restoration teams of all sizes. Known for their durability and precision, they’ve long been the go-to for tough water mitigation jobs. Now, paired with ϳԹ, they’re even more powerful.

With ϳԹ’s offline mode, the Tramex integration works anywhere — allowing field teams to capture moisture data even without internet access. Whether it’s a large-scale disaster or a routine job, this partnership delivers the reliable technology restoration professionals need.

The 5 simple steps to get error-free moisture data

  1. Ensure Bluetooth is enabled on your phone.
  2. In ϳԹ Hydro, select your Tramex MEX5 or CME5 from the supported meters list.
  3. Place or hold the meter on the material (ensure your meter also has the Bluetooth setting turned on).
  4. Tap the “Take Bluetooth Reading”  button to connect your device and capture the reading.
  5. (Added Bonus) You can also just take a photo of the meter screen — your photo and readings get recorded instantly!

With this integration, ϳԹ and Tramex are redefining how restoration contractors approach moisture data collection. Accurate, error-free readings are now just a click away, helping you save time, minimize back-and-forth with adjusters, and focus on what matters most: restoring properties and getting paid faster.

Get complete and consistent field documentation everytime.

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Changing the sketching game with ϳԹ Floor Plan + Xactimate /resource/encircle-floor-plan-xactimate-sketching/ Sun, 15 Mar 2026 16:25:04 +0000 /?p=2370 Changing the sketching game with ϳԹ Floor Plan + Xactimate … Continued

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3–4 minutes

Changing the sketching game with ϳԹ Floor Plan + Xactimate

From property scan to Xactimate sketch in under 6 hours

For restoration contractors performing emergency mitigation, speed and accuracy in scoping the loss are critical to getting a homeowner on the path back to normal. Getting estimates in the hands of adjusters quickly will avoid delays in approvals and keep jobs moving smoothly.

Since launching Floor Plan two years ago, ϳԹ – restoration contractors’ preferred weapon of choice for field documentation, users have been able to save hours in the field, removing the need to measure and sketch by hand. And with the integration with Xactimate, those floor plans are turned into instant Xactimate sketches with a click of a button.

Fantastic floor plans

ϳԹ Floor Plan, combined with ϳԹ’s Xactimate integration speeds up the entire property claim cycle for everyone, reducing on-site inspection/scoping time from 2 hours to 15-20 minutes per property.

Anyone with a smartphone can capture an entire property in 5 minutes and get a 2D floor plan back in less than 6 hours. With a few clicks and a little bit of integration magic, that floor plan can be imported into Xactimate to automatically generate the property sketch, complete with reference areas to represent fixed features like cabinets, appliances, toilets, showers, tubs, fireplaces, columns, closet inserts etc.

Get estimates started on Day 1

Manually sketching a property is a time-consuming, error-prone process. Other digital solutions are either too complicated to use in the field, only usable for 1-2 rooms, or take too long to get the sketch returned.

With ϳԹ Floor Plan, contractors can get professional sketches the same day, without ever lifting a pencil. A simple import into Xactimate automatically creates the sketch, allowing an accurate estimate to be started on the same day the scan was done on site. Click here to learn more about the advantages of starting estimates on Day 1.

Accurate estimates

Measurement inaccuracies in an estimate are a point of friction with adjusters, often leading to delays in approvals and payments for restorers. ϳԹ Floor Plan uses advanced technology to capture properties with accurate dimensions, creating consistency and minimizing the risk of human error. Those accurate dimensions come right into Xactimate, making sure that every estimate is based on precise measurements of the property and reducing the risk of disputes down the line.

Properties of all shapes and sizes

Properties come in all shapes and sizes, with intricate layouts, angled walls, rooms within rooms, etc. This poses challenges not just for measuring and sketching by hand, but also for creating those property sketches within Xactimate. Using a simple video scan, ϳԹ Floor Plan accurately captures any property up to 10,000 square feet, no matter how complex. And because the floor plan can be imported right into Xactimate, this saves estimators significant time and cognitive load, so they can get started on estimate line items faster. 

Collaboration and clarity

Property insurance claims involve many parties — contractors, adjusters, managed repair networks, property owners, and insurance companies. With ϳԹ Floor Plan, there’s a clear, standardized, visual representation of the property and its dimensions. This gets everyone on the same page with the scope of work and the estimated costs from Day 1, creating a smoother, more collaborative, and more successful claim resolution.

3 steps to sketching success

Follow these 3 steps to generate automatic sketches in Xactimate:

  1.  (only needs to be done once)

These sketches will reflect the actual dimensions of the property, the features of the property, and give a solid foundation for refining and customizing the sketch as needed, making sure you can start your estimates on Day 1.

Get complete and consistent field documentation everytime.

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ϳԹ launches ‘Quick Add Equipment’ feature /resource/encircle-quick-add-equipment/ Sun, 15 Mar 2026 16:03:40 +0000 /?p=2348 ϳԹ launches ‘Quick Add Equipment’ feature Simplify your equipment You … Continued

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4–6 minutes

ϳԹ launches ‘Quick Add Equipment’ feature

Simplify your equipment

You asked; we heard you. Numerous Hydro users have requested a simpler way to log drying equipment on the job and for more variety in equipment types. That’s why we’re excited to announce the launch of Quick Add Equipment – designed to streamline equipment management and help you stay nimble in the field.

What’s new?

Lightning fast equipment placement
Field technicians can now add unregistered equipment to the job, instead of pulling from an inventory that’s managed back at the office by admin staff. No checking for unit availability, no assigning asset numbers, and no extra clicks. Quick Add makes your equipment log uncomplicated.

More equipment types
You can now place more equipment types like heaters, dryers, and anything else that you want to capture in your equipment log

Why is this important?

When you’re in the field, time is everything. Every minute spent trying to figure out how to register new equipment is a minute you could have spent focusing on the job at hand. 

If you’re onsite with a piece of equipment that’s not yet registered in your organization’s account, you no longer have to pause the workflow to figure out how to add it to the system. Simply place some generic units on the job and carry on.

With support for all equipment types, you can now create a more comprehensive equipment log for each job. Never miss an important item again!

How do I turn this on for my org?

You can toggle this feature on in your org settings under the Equipment tab. Here you’ll see options for Quick Add and Inventory.

If you’ve been using Hydro for a while, you’re probably already familiar with the Inventory method of equipment tracking. With this method, each unit is assigned a model and asset ID for tracking across claims. You can keep this feature enabled in addition to Quick Add if you like, though we recommend choosing just one method of equipment management for your sanity.

If you just want simple, no-frills equipment management for your field teams, you can disable your inventory and switch to Quick Add only. Going forward, your field staff will not be prompted to select equipment from your inventory list by brand, model, and asset number.

This change will not impact any previous or in-progress jobs. In other words, if you have inventory on jobs already, those units will not be removed from the job or deleted from your inventory when you toggle it off. If you re-enable Inventory at some point down the road, your equipment list will come right back as it was.

*Note that both methods of equipment placement will work with our equipment calculator. You’ll still be able to enter pint capacity for dehu’s added via Quick Add.

Screenshot of ϳԹ interface where admins enable Quick Add Equipment.

I need help rolling this out to my team!

Share  with them to train them up on the new process. They’ll get the hang of it after doing it once or twice!

As always, if you have any questions for us, feel free to reach out to your customer success manager or to our support team at support@encircleapp.com.

Get complete and consistent field documentation everytime.

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