Before you head out on-site, you should 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  Learn more about projects
Address	The site address of the job
Coordinates	Shows the exact location of the address on a map Learn more about pinpointing addresses
UPRN	Unique Property Reference Number
Pipeline	Track the status of your jobs Learn more bout pipelines
Value	Useful for bookkeeping
Notes	Private notes for surveyors onsite Learn more about notes
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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Related articles

 

• Creating Draft Jobs on the mobile app