Before you head out on-site, it's a good idea 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 of the information about the client, project, and site.
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.
5. Save the job.
Job Details:
The list below describes the purpose of each field
- Client
The client who has contracted you for work - Project
Allows you to group jobs together - Address
The site address of the job - Coordinates
The exact location of the address on a map - UPRN
Unique Property Reference Number - Pipeline
Track the status of your jobs - Value
Useful for bookkeeping - Notes
Private notes for surveyors onsite - Site Work
The date on which site work will take place - Assigned to
To access the job via the app the correct surveyor(s) must be assigned - Due Date
The date the report is due to be handed over to the client
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