Knowledge Base

There are two parts to Flow Mobile Surveying:

💻 The Dashboard
Used for office-based work; e.g. scheduling jobs and printing reports.

📱 The Mobile App
Used for site-based work; e.g. collecting survey data.

To create your first reports, you'll use both the Dashboard and the Mobile App. Let's run through the process from start to finish.

💡 We recommend you try a dummy survey of your house or office to understand how everything works.

Step 1 - Register your user

The first thing you'll need to do is register a user account on the Dashboard.

You'll use the same email and password to login into the Mobile App later.

Step 2 - Schedule a job

Before carrying out your survey you will need to schedule a job using the Dashboard.

Step 3 - Download the Mobile App

Now it's time to switch to the Flow Mobile App, you'll use this to perform your on-site survey.

1. ‍Install the Mobile App onto your phone or tablet device.‍
2. Login using the same details you registered with on the Dashboard.

Step 4 - Collect survey data on-site

You're ready to start collecting survey data on-site using the mobile app.

1. Create a report.
2. Complete the on-site survey (the process will depend on your report template. See our report templates).

Step 5 - Finalise the report

Now it's time to switch back to the dashboard to prepare the report for issue.

1. ‍Preview the Report.‍
2. Download a PDF Report or Share the Report URL with your client.

Next steps

Unsure what to do next?

Why not schedule a meeting and we'll run through any additional training you need.