Importing Items into EZOfficeInventory – Asset Tracking Software

Asset tracking software

Asset tracking software needs to be able to process thousands of business assets quickly and efficiently. Importing items into EZOfficeInventory is extremely straightforward with our nifty import wizard. You can instantly add or update all items – including assets, asset stock, and inventory – by setting up a CSV file and mapping the columns onto existing ones. This guide will take you through the basics of item imports, and provide you with some helpful tips to ensure seamless imports each time! Continue reading

Dashboard Calendar in EZOfficeInventory

asset tracking softwareYou can use the Dashboard Calendar to keep track of all ongoing events, asset assignments, and upcoming reservations, and have a bird’s eye view of asset tracking and operational workflows.

CONTENTS:

  1. Quick View Counters
  2. Actions on Counters
  3. Email Alerts for Counters
  4. The Calendar View
  5. Syncing the Calendar
  6. Service Events
  7. RSS Feed
  8. In-App Updates
  9. Mobile App

Quick View Counters

The top of the dashboard displays the count of the following sections of asset management in EZOfficeInventory, explained in subsequent sections:  

– Assets which are overdue
– Assets which are due on the current date
– Reservations which start on the current date (relating to all items – Asset, Asset Stock, and Inventory) Continue reading

Migrating data from other Asset Tracking Software to EZOfficeInventory

EZOfficeInventory - Asset Tracking Software

Does the asset tracking software you currently use not really fit your needs? Maybe you’ve spent months tediously adding data to it, and think migrating information over to another system might be too difficult or simply not worth the effort.

EZOfficeInventory enables you to bring over information from other equipment management software quickly and seamlessly. Don’t lose any of the depth or nuance you’ve spent drilling into your data from day one.
Continue reading

Customizing Email Templates

Customizing Email Templates

Would you like all EZOfficeInventory alerts and emails to include more detail about your company? Maybe you’d like your internal communications to have more of a personal flair, or want to direct employees to the next steps related to a particular event. To this end, you can create custom email templates to tweak your email-based communication with your staff. These templates can be used for actions that generate emails.

Continue reading

Zendesk EZOfficeInventory Integration: Powerful Asset Tracking and Ticket Management combined

Zendesk Integration - Banner

Use EZOfficeInventory’s Zendesk app to manage tickets and incidents regarding all your equipment.

Contents:
1. Why integrate with Zendesk?
2. Common workflows
3. Installation guide
3.1. Installing Zendesk from EZOfficeInventory
3.2. Installing EZOfficeInventory from Zendesk
4. How does the integration work?
4.1. The basics
4.2. Choosing attributes to display in Zendesk
4.3. Choosing item tags to display in Zendesk
5. Troubleshooting

1. Why integrate with Zendesk?

Imagine being able to get all the information you need to resolve a service ticket without even having to switch browser windows! At the same time, you can also track all tickets and ticket creators linked to a specific item from the Item Details page itself.

Integrating EZOfficeInventory with Zendesk can enable teams to quickly identify what needs to be worked on, what issues have previously been associated with an item and other details such as Location and AINs. Continue reading

Setting up a Barcode Scanner with EZOfficeInventory (PC/Mac)

Barcode Scanner EZOfficeInventory

EZOfficeInventory enables you to effectively manage items by streamlining your check-in and checkout workflows. In this post, we’ll take you through using EZOfficeInventory to set up a Barcode scanner on your PC or Mac. To learn how to set up a Barcode scanner on the EZOfficeInventory mobile app, click here.

EZOfficeInventory gives you a lot of options to speed up checkouts and reservations. These include:

  • Selecting a few item checkboxes from the asset list and choosing the Checkout option from the Actions dropdown.
  • Using EZOfficeInventory’s mobile app to bulk scan labels and take actions.
  • Using the Cart to add items and check them out in one go. The Cart should be enabled from Company Settings → Add Ons → Cart Module.

Continue reading

Modes of Arbitration – Setting up access control

asset tracking softwareUsing Arbitration (access control), you can define how staff users interact with the items visible to them; ensuring that administrator (Admin) intervention is required for item check-ins/checkouts.

For example, Alice as an Admin, can check out assets to Emily (Staff user), or reserve them for John (Staff user). But Emily and John (both Staff users) can only take actions for themselves i.e. Emily can only reserve items for herself and not for John. Continue reading

Rise of Cloud Technology – Creating opportunities for SMBs

Cloud TechnologyCloud based software has taken the business world by storm in recent years. Cloud computing is a general term for anything that involves delivering hosted services over the Internet. It has the potential to dramatically improve how business is done and has thus gained currency amongst small and medium sized businesses (SMB). In the US, interest in cloud computing continues to increase and the number of companies using cloud technology is expected to more than double in the next 6 years¹. Continue reading

Accessing EZOfficeInventory asset tracking software using Company URL

Access EZO using company urlYou can use your own URL to access EZOfficeInventory e.g. equipment.SFconstructions.com (or assets.SFconstructions.com). Similarly, your staff users can use your URL to check out items online. This blog details how EZOfficeInventory users can create a custom URL to access the asset tracking software. Continue reading