Explore Buildings

Use the Explore Buildings feature to browse through the spaces and assets of any building in your organization.  You can also perform inspections on these spaces & assets, or even start new Visits in the entire building.

Select a Building

First, you will be asked to select a building.  By default, you will see a list of building names and no other information.  This is the "simple" view.  If you want to see more information such as the address, simply tap the Expanded View toggle button in the top-right corner.

Using the search tool

It may be difficult to locate a building if you have a large list of buildings to scroll through.  In this case, simply use the search function at the top to narrow down your list of results.  The results will start appearing immediately after you start typing.

Building Details

Once you have selected a building, you will be taken to that building's Building Details screen.  This is where you will be able to access space & asset information, as well as the building address and the ability to start or continue entire visits in that building.

A - Back button - use the back button in the top-left corner to return to the Organization Home screen.

B - Building Name - the name of the building is listed here, in bold.

C - Building Address - the address of the building is listed here.

D - Refresh Building - use this button to refresh building data such as spaces, assets, QR code mappings and asset properties (if you believe any of these changed since you last loaded the building).

E - New Visit - create a new visit in this building using this button.  Click here for more info.

F - Browse - use this to search for and inspect any space or asset in this building.  Work performed in this mode will not be connected to any Job or Visit.  It's basically a one-time inspection.

G - Continue Previous Visits - any ongoing/incomplete visits will be found here.  You will be able to change the status and/or continue the visit by tapping the right-arrow on the card.  Click here for more info.

Browse

From this screen, you will be able to select any space or asset from the building you're in.  You will have the ability to:

• view information about spaces & assets
• edit spaces & assets
• add new spaces or assets
• perform inspections
• assign/map QR codes to assets 

First, here is an overview of what the Browse screen looks and its various functions:

A - Back button - use the back button in the top-left corner to return to the Building Details screen.

B - Building Name - the name of the building you're currently browsing is listed here.

C - Scan QR - use the Scan QR button to scan a QR code and quickly pull up an asset or a space.

D - Select Space - use this to manually select a space from the building you're in.

E - Select Asset - use this to manually select an asset from the building you're in.  Tip: you can narrow down the list of assets to a specific space by selecting a space first.

Viewing Information about Spaces/Assets

In order to see information about a space or an asset, you must first select a space or an asset.  You can do this by scanning a QR code (1) or by tapping on Select Space (2) or Select Asset (3).

After you have selected a space and/or an asset, you will see the following screen:

By default, you will see some information on the space and asset selection cards.

Space selection card

The space selection card looks like this:

A - Space Name - the name of the space you have currently selected.

B - Change icon - tap anywhere in the white area to change the selected space.

C - Floor - this is the floor that the selected space is on.

D - Usage - the primary usage (or category) of the selected space.  Usage options range from exterior, occupiable, common area, mechanical, utilities, storage, parking, washroom and other.

E - Gross Space - the size of the space in square feet.

Asset selection card

The asset selection card looks like this:

A - Asset Name - the name of the asset you have currently selected.

B - Change icon - tap anywhere in the white area to change the selected asset.

C - Make/Model - the make and model of the asset.

D - Serial Number - the serial number of the asset.

More information

Tap on one of the three dots to see more information about the space or asset in question.

Tap the three dots to see "more info".

You will see a pop-up similar to this one appear on your screen.  Tap the View Online button to be taken to the full Asset Profile page with lots more information and a full service history.

Note: the "more info" pop-up for a space won't have the View Online button.

Asset - More Info

Editing Spaces

To edit a space, simply tap on the pencil icon on the right of the space selection card.

This will bring up the following screen.  Make your edits by changing the necessary fields.  Simply tap Done when you are finished editing.

For more information on editing spaces, click here.

Adding new Spaces

If the space you want to select has not been added to the building, you can easily create it yourself directly from the app.

To do this, simply tap on Select Space or the change space area if you've already selected a different space.

If you haven't selected a space yet, simply tap "Select Space" where you will have the ability to create a new space. OR:

Tap anywhere on the white area to "change" the currently selected space and create a new one.You will be presented with the following screen.  Use the search function at the top to make 100% sure that the space you want to add isn't in the system yet.

Once you have confirmed that the space doesn't exist, simply tap the New button in the bottom-right corner to launch the form that will allow you to create a new space.

Fill out the required fields and tap Done when you are finished.  In this example, we are going to create a new space called "Demo New Space", located in the basement and a usage of "Mechanical".

After you tap Done, our new space will be created and you will be able to select it from your list of spaces in that building.

Our newly created space "Demo New Space" will be immediately selectable and you will be able to start performing work on it right away.

For more information on adding spaces, click here.

Editing Assets

To edit an asset, simply tap on the pencil icon on the right of the asset selection card.

This will bring up the following screen.  Make your edits by changing the necessary fields.  Simply tap Done when you are finished editing.

For more information on editing assets, click here.

Adding new Assets

If the asset you want to select has not been added to the building, you can easily create it yourself directly from the app.

To do this, simply tap on Select Asset or the change asset area if you've already selected a different asset.

If you haven't selected an asset yet, simply tap "Select Asset" where you will have the ability to create a new asset.

OR:

Tap anywhere on the white area to "change" the currently selected asset and create a new one.

You will be presented with the following screen.  Use the search function at the top to make 100% sure that the asset you want to add isn't in the system yet.  Once you have confirmed that the asset doesn't exist, simply tap the New button in the bottom-right corner to launch the form that will allow you to create a new asset.

Fill out the required fields and tap Done when you are finished.  In this example, we are going to create a new asset called "Demo New Asset".

After you tap Done, our new asset will be created and you will be able to select it from your list of assets in that building.

Our newly created asset "Demo New Asset" will be immediately selectable and you will be able to start performing work on it right away.

For more information on adding assets, click here.

Performing Inspections

To perform an inspection from the Browse screen, simply select the space or the asset you want to inspect.  If you have both a space and an asset selected, the asset will be the one that's going to be inspected.  This is denoted by the vertical green line between the space and asset selection cards.

In this case, the asset will be the one that's inspected.  The selected space is serving merely as a filter for the asset selection card.

 Once you have a space or an asset selected, choose a Procedure from the bottom.

When you are ready, simply tap the START button at the bottom of the Browse screen.  This will take you to the inspection screen.  Fore more detailed information on how to perform an inspection, click here.

Assigning/Mapping QR codes to Assets

When you initially buy QR codes from BuiltSpace, they will be unassigned/unmapped, meaning that when you scan them, they won't be attached to any asset or space.  It will be the responsibility of technicians to map (i.e. "connect") the blank QR codes to a specific asset or space.

This process is very easy to do.  You can start by first selecting an asset or a space, and then scanning a blank QR code.  Or, you can scan a blank QR code first and then select an asset or space after.

In this example, we have already selected an asset and we will now scan a blank QR code by tapping the Scan button in the top-right corner.

You may need to give the app permissions to use your camera.  This is important and required, so make sure that you accept the permissions it asks for.

Simply move the camera towards the QR code that you will stick on to your space or asset.  It should pick it up almost immediately.  If it doesn't, try moving the camera around until it gains focus.

Once you have successfully scanned the blank QR code, you will see a screen similar to this one:

A - Cancel Mapping button - use this button to cancel the scan.

B - Code ID - this indicates the unique number/identifier of the QR code itself.  Every QR code has its own unique ID.

C - Target to Map - this indicates what asset or space we are going to connect to the scanned blank QR code.  Pay attention to this to make sure it's correct.  If it's incorrect, select a different space or asset from above.

D - Map QR Code button - use this button to finalize the mapping (i.e. "connecting") of the QR code to the selected asset or space.

If successful, you will see the following message briefly appear at the top of the screen ("QR code successfully mapped").

For more detailed information on mapping QR codes with the Service Twin app, click here.