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.
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.
Before carrying out your survey it's a good idea to schedule a job using the dashboard.
Now it's time to switch over to the Flow mobile app which you'll use 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.
You're ready to start collecting survey data on-site.
1. Create a report.
2. Use your mobile device to collect survey data (the process will depend on your report template).
Complete any office-based work and prepare the report for issue.
2. Download a PDF Report or Share the Report URL with your client.
Unsure what to do next? Why not schedule a meeting and we'll run through any additional training you need.