Onboard a New Crew to OrbitEquip

The crew can sign in, identify a tool, record a checkout, and check it back in using the current browser workflow.

BeginnerAbout 6 minReviewed Oct 3, 2026

Owner or AdminAvailable on Free2 prerequisites

On this page

Invite the crew, explain the field handoff, and give them the right lookup fallback.

Before you start

Role needed: Owner or Admin. Ask an Owner if an action is unavailable.

Plan needed: This task is available on Free. Existing records may remain available after a downgrade; see the plan guide for details.

Helpful first:

Invite the crew as Workers

Open Team and invite each person with the email address they will use to sign in. Use Worker for standard field access; reserve Admin responsibilities for people who manage assets and the organization.

OrbitEquip Invite Member form with email address and role fields — The address shown is a placeholder. The invitation was not sent.

OrbitEquip Team page showing Owner, Admin, and Worker role labels and member-management controls — Role labels and member names are synthetic examples; member email addresses are blurred.

Show the Scan, Type, and Browse paths

On a phone browser, open Scan and demonstrate the QR camera. Show Type for a readable code and Browse for an asset name or serial number.

OrbitEquip Scan page on a phone browser with Scan, Type, and Browse tabs and a camera-unavailable message — Example phone-browser state where the browser cannot find a camera; Type and Browse remain available.

OrbitEquip Scan Type tab with a QR code or barcode input and Look up asset button — Use Type when you can read an identifier but cannot scan it.

OrbitEquip Scan Browse tab with a search field and synthetic matching asset results — Browse searches by asset name, serial number, Existing Barcode, or QR code.

Practice checkout and return

Have each person practice Check out and Check in on a tool, including an optional due date if your crew uses one.

OrbitEquip scan result with a synthetic asset, available status, assignee choices, optional return due date, and Check out button — This scan result is ready for a check-out. The sample asset is synthetic.

OrbitEquip scan result for a checked-out synthetic asset with the current holder and Check in action — The example shows the current holder and the Check in action before submission. Sample data is synthetic.

Explain how to flag an issue

Show Report Issue on an asset and explain that a tool marked in maintenance should not be checked out until an Owner or Admin resolves the work.

OrbitEquip Report an Issue form with a description field, optional photo capture, and Submit report button — The issue report is unsaved. No maintenance record was created.

OrbitEquip asset detail showing a Maintenance status and a message that checkout is unavailable during maintenance — Synthetic example status. The crop excludes the asset QR code and account profile.

Tips

Keep in mind

Still stuck? Contact OrbitEquip support.