Before you head out on-site, it's best practice to schedule a job within the dashboard.
Note: You can also Create Draft Jobs on the Mobile App if you forget to schedule a job
The job contains all the client, project, and site information; it will also be the home for any reports you create during the survey.
How to create a new job
1. Log in to the Dashboard.
2. Navigate to the Jobs List.
3. On the jobs list, select Create Job.
4. Enter the job details. Required fields are marked with an asterisk (*).
5. Save the job.
Job Details:
The list below describes the purpose of each field.
- Client *
The client who contracted you for the work. - Project *
Allows you to group jobs together - understanding projects - Address *
The site address of the job. - Coordinates *
The precise location of the address on a map - pinpointing the site address - UPRN
Unique Property Reference Number. - Pipeline *
Track the status of your jobs - what are pipelines? - Tags
Use tags to categorise jobs - best practices for tags - Value
Useful for bookkeeping. - Notes
Private notes for surveyors onsite. - When
When the site work will take place. - Assigned to
The surveyor(s) must be assigned to access the job via the app - Due Date *
The date the report is due to be handed over to the client.
