ZippyAssist

Tools for controlling equipment status: sync new equipment as inactive, flag unreviewed items, and update status in bulk via CSV.

Reviewing and Managing Equipment Status

Use Sync Rules to automatically activate or deactivate equipment based on criteria you define, every time your equipment syncs.

Equipment Sync Rules

Tag the accounts your equipment belongs to, then filter, export, and build equipment rules around those labels.

Account Labels

Using the equipment tab to add/edit/remove equipment and view requests per machine

Equipment

Tag ID is an alias that can be used in place of the Asset number

Tag ID

The Equipment Uploader allows you to quickly add or update multiple pieces of equipment in ZippyAssist by uploading a CSV file.

Uploading Equipment via CSV

Use Equipment Grouping to organize equipment into custom groups and apply specific rules or settings to each group

Equipment Grouping

Zack Swindale

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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