Schedule field work in Asana and collect the job record on mobile
Create and assign the task in Asana, send the linked QR Mobile Data form to the technician, and attach the completed PDF record to the same task when the configured work is finished.
Schedule the job and send the field form
A service manager can create the Asana task, choose the technician, and set the date before anyone heads to the commercial boiler, rooftop unit, pump, or other equipment. The task keeps the schedule and assignment where the office team already manages work.
Connect that task with the QR Mobile Data form the technician needs for the service call. The field worker receives the form on a phone, completes the job beside the equipment, and submits the work record.
Follow the job from assignment to completed record
The connection ties the planned task to the field record. Your setup determines which form is linked, who receives it, and what must be completed before the task moves to its finished state.
- 01Create and assign the taskSet the job, technician, and due date in Asana.
- 02Link the mobile formUse the QR Mobile Data work order built for that job.
- 03Send to the technicianDispatch the form to the worker's phone.
- 04Complete the field workRecord the service, readings, findings, photos, and sign-off.
- 05Update the task and attach the PDFReturn the configured job record to the matching Asana task.
Keep Asana and QR Mobile Data doing separate jobs
Asana handles project and task planning: assignments, dates, recurring tasks, dependencies, and the views your managers use. QR Mobile Data handles the field form, answers, photos, signatures, submitted data, and supported PDF output.
- Asana
- Task planning, assignment, due dates, recurring work, dependencies, and project views
- Task planning
- The office defines the job and decides who should handle it and when.
- QR Mobile Data
- The technician opens the linked form and records what happened in the field.
- Mobile field form
- Questions, readings, photos, signatures, and other configured job details
- Submitted record
- The completed form data and configured PDF returned to the task
Use the connection for service, maintenance, and construction
A field-service team can send a repair ticket to a technician. A facilities manager can schedule recurring boiler, cooling-tower, or pump maintenance. A contractor can assign a daily report, safety check, commissioning task, or equipment inspection to a field worker.
Start with one repeatable job. Match the Asana task to the form the worker already uses, then confirm the assignment, required answers, office review, and final document your team needs.
Attach the completed PDF record to the Asana task
When all linked form work is complete, the configured connection can mark the Asana task complete, create a PDF from the submitted record, and attach that PDF to the matching task. A Microsoft Word template can control the supported document layout.
The exact completion rule, form links, PDF fields, and attachment step depend on the customer's setup. Confirm them against a real task before the workflow goes live.
Watch the Asana field-work connection
This source demo shows the Asana and QR Mobile Data handoff. Use it to review the task, mobile form, completion, and PDF attachment path before mapping your own job.
Questions from the job
Frequently asked questions
How does QR Mobile Data work with Asana?
The configured connection starts with an Asana task, sends the linked mobile form to the assigned technician, and returns the completed PDF record to the matching task.
Can completed mobile forms be attached to Asana tasks?
Yes. When the configured form work is complete, QR Mobile Data can create a PDF from the submitted record and attach it to the matching Asana task.
Does QR Mobile Data replace Asana?
No. Asana handles task planning, assignment, dates, and project views. QR Mobile Data handles the mobile form, field data, submitted record, and configured PDF output.
Talk through the work
Talk with AHG about your Asana field workflow
Tell us what your crew needs to capture. We will help map the current process and the next practical step.