Getting Started
Add your first item, place units in a folder, and invite your team — in about five minutes.
Before you start
When you sign up, Invy asks for your name and, if you’re the first person from your organization, your org’s name and type. That’s it — there’s no mandatory setup wizard standing between you and your inventory.
Once you land on your Dashboard, you’ll see an invitation to add your first asset. This guide walks through that and the next couple of steps.
Step 1: Add your first item
An item is a type of thing you want to track — for example “MacBook Pro 16″” or “Site Generator 6kW”. A unit is one physical instance of it, sitting in a specific folder. Add Item creates both together in one step:
- Open Inventory from the sidebar.
- Click Add Item.
- Fill in the Name (required) and, if you want, a photo, Category, Model/Brand, Folder, Condition, Serial/SKU, and Price. Leave Folder blank to file it under Unassigned and place it later.
- Click Add Item to save.
Invy automatically generates a QR code for the unit when you save it — you don’t need to turn anything on. Don’t have any folders yet? Leave the Folder field blank, or type a new name to create one inline — you don’t need to plan out your whole folder tree in advance. See Locations & Folders for how the folder tree works and how to rename its tiers to match your organization (e.g. “Warehouse” → “Rack” → “Shelf”).
Adding a lot of items at once? Use Add in Bulk from the Inventory page instead of adding items one at a time.
Step 2: Add more units
If you have several of the same item — 12 identical monitors, say — you don’t need to repeat Add Item 12 times. There’s no dedicated bulk-add-to-existing-item dialog; the fastest path is a CSV import with Add units to existing items checked, so rows matching an item you already have (same name and model) top up its quantity instead of creating a duplicate. For just one or two extra, select an existing unit of that item in its folder and click Clone to duplicate it in place.
Each unit gets its own QR code, so you can print labels and look them up individually later — Invy doesn’t do camera-based scanning today.
Step 3: Invite your team
- Open My team from the sidebar.
- Invite teammates by email and assign them a role (Admin, Inventory Manager, Maintenance, or Member).
- Roles control what each person can see and do — see Roles & Permissions for the full breakdown.
Once all three steps are done, the checklist disappears from your dashboard on its own.
What to do next
With items placed in folders and your team invited, the day-to-day workflows are:
- Move units between folders when equipment physically relocates.
- Lend a unit to someone with a due date and automatic confirmation email.
- Report damage or loss on a unit that needs attention.
- Pull a report on inventory value, status, or aging.
Need help? Contact support from the docs sidebar, or reach out via the app’s Support link.