How to use Tagr

Tagr is a web-based compliance management platform built for NZ fire equipment service companies. It replaces paper job sheets and spreadsheets with a guided digital workflow — covering everything from scheduling field visits to generating NZS 4503:2005 compliant PDF reports for your customers.

Every customer location is a Site. A site holds the contact details, address, hazard level, and all equipment at that location. You need to add a site before you can add equipment or run a service.

Equipment is added at the site level. Open a site, then click + Add Equipment. Each item gets a unique reference number and its full service history is tracked independently.

If you're moving from spreadsheets or another system, you can import your customers in one step using a CSV or Excel file. The import is customer-first: the only column that's required is the customer/site name — everything else is optional. Import a plain customer list on its own, or include equipment where you have it. You can even give a rough count like 7 x EXT and Tagr will create seven generic extinguishers for your techs to fill in on the first visit.

If your spreadsheet uses different column headings to the Tagr template (e.g. "Business Name" instead of site_name, or "Agent" instead of site_contact), Tagr will show a mapping screen after you upload the file.

If your existing data is in a spreadsheet, job cards, or another system, you can use a free AI tool (ChatGPT or Claude) to convert it into the Tagr import format automatically — no manual reformatting required.

I need to convert my fire equipment data into a specific CSV format for importing into Tagr.

Here is the CSV format. The ONLY required column is site_name — everything else is optional:
site_name,site_address,site_suburb,site_city,site_hazard,site_contact,site_phone,site_email,equipment_qty,equipment_ref,type,subtype,size,location,serial,mfg_date,install_date,last_service_date,last_service_level,next_due,notes

Rules:
- site_name is the only required field. Never invent data for the others — leave them blank if unknown.
- site_hazard, if present, must be one of: Low, Medium, High
- equipment_qty is a count of units at the site (e.g. 7, or "7 x EXT"). Use it when you have a count but not per-unit detail.
- If you have full per-unit detail instead, put one row per unit and fill type/subtype/size/location. Leave equipment_qty blank on those rows.
- If a site has no equipment info at all, just fill the site columns and leave the rest blank.
- type must be one of: extinguisher, hose_reel, blanket
- subtype for extinguishers: ABE Powder, CO2, Wet Chemical, Foam, Water, BE Powder
- subtype for hose_reel: Fixed, Swing, Automatic
- last_service_level must be one of: monthly, annual, fiveyearly
- Dates must be in YYYY-MM format (e.g. 2024-03)
- For full per-unit detail, repeat the site columns on each of that site's rows
- Output only the CSV with no explanation or markdown formatting

Here is my existing data:
[PASTE YOUR DATA HERE]

The service workflow is the heart of Tagr. It walks you through every piece of equipment at a site, presenting the exact NZS 4503:2005 checklist items for the chosen service level. Everything you record feeds directly into the compliance report PDF.

During a service, Tagr automatically flags any units that are due or overdue for their five-yearly hydraulic pressure test.

The checklist automatically shows only the items that apply to each specific unit — reducing unnecessary taps on large sites.

For large sites with many units, admins can enable a Pass All option on a per-site basis. When enabled, a "Pass All" button appears at the bottom of each unit's checklist — after the technician has scrolled through the full list.

Tagr generates three types of PDF document. All are available immediately after a service is completed, and can also be regenerated at any time from the Reports section.

Tagr supports two types of QR code — one per piece of equipment, and one for the site itself. Both can be scanned from any phone camera without opening the app first.

Sometimes you want tags before the equipment is in Tagr — for example when taking on a new customer whose equipment isn't loaded yet, or to keep a roll of tags ready in the van. Blank tags let you print now and assign later.

The Schedule section lets you plan upcoming service visits. You can schedule individual sites or select multiple sites at once to batch-schedule a run. Jobs can be assigned to specific technicians and organised by geographic area.

When selecting sites to schedule, use the Group by Area option. This clusters sites by suburb or city so you can schedule efficient geographic runs — all Petone sites on Tuesday, all CBD sites on Wednesday — minimising travel time.

The Sites Due tab is the fastest way to see which sites need attention. All sites are listed and sorted by compliance urgency — overdue sites at the top, then due soon, then current — with the number of days until next due. Filter by status (All, Overdue, Due Soon, Current) or switch to alphabetical sort. Click Schedule next to any row to book that site in directly. The button changes to Edit if a job is already scheduled for that site, opening the existing job for adjustment instead of creating a duplicate.

The Scheduled Jobs tab lists all upcoming jobs. From here you can:

• ✓ Click Start to begin the service checklist for that job — the service level is pre-selected automatically.
• ✓ Edit the date, technician, or service level.
• ✓ Delete a job if plans change.

Alongside NZS 4503 fire extinguisher compliance, many sites have other serviceable items — kitchen suppression systems, emergency lighting, gaseous suppression, sprinklers, and more. Additional Services lets you track and schedule these in Tagr, each with their own interval, pricing, and job sheet.

There are two ways to schedule an additional services visit:

When a technician taps a scheduled additional services job on their phone, the workflow is distinct from the standard NZS 4503 checklist:

After completion, a job sheet is generated and accessible from the Reports history page. The job sheet includes:

• ✓ Each additional service completed, with technician notes.
• ✓ Parts used and pricing per service.
• ✓ Any services marked as skipped, with the reason recorded.
• ✓ No separate labour or call-out line — the service fee for each item covers the pricing.
• ✓ No NZS 4503 compliance report is generated for additional services jobs.

The Calendar tab shows all scheduled jobs laid out across the week. Each technician has their own row so you can see who is doing what, and on which day, at a glance.

The Map tab shows all your customer sites on an interactive map, colour-coded by compliance status. This makes it easy to spot clusters of overdue or due-soon sites when planning a service run.

Click any pin to see the site name, address, and compliance summary. You can also select sites directly from the map to add them to a scheduled job.

The Reports section keeps a full history of every service completed. You can download any past PDF at any time — useful if a customer asks for a copy of a previous report or you need to demonstrate compliance history.

Technicians are added by the admin. Each technician gets their own login and sees a mobile-optimised view showing only their assigned jobs. They cannot see other technicians' jobs, settings, or reports.

Tagr tracks the full lifecycle of every piece of equipment — not just routine services. Three special states are available from the equipment detail on any site page.

The Settings page is where you configure your company details, report branding, billing rates, custom component types, and profile. Find it by clicking Settings in the sidebar.

Set your rates once and they'll populate the job sheet PDF automatically after every service.

Put your own company logo and colours on your reports. Under Settings → Report Branding you can upload a logo and choose an accent colour, and they'll appear on the compliance report, job sheet, and record of equipment — replacing the Tagr branding.

If you use components that aren't in the default list (e.g. specialist fittings or non-standard parts), you can add them under Custom Components in Settings. They'll appear in the parts replaced list during the service workflow.

Update your display name and change your password from the Profile section at the bottom of the Settings page.

Tagr is a web app — no download required. Add it to your home screen for a full app-like experience on iPhone or Android.

When a technician logs in on their phone they see a simplified view:

• ✓ My Jobs — their assigned jobs for today and upcoming.
• ✓ Tap to start — tap any job to begin the service checklist.
• ✓ Offline support — services can be completed, and equipment added, with no signal; everything syncs automatically when back online.

Admins using the app on mobile see the full calendar and schedule in a mobile-friendly day-list format. Tap any day to see all jobs, tap a job to edit or start it. All admin functions are accessible via the hamburger menu.