Survey Request are used assign specific tasks to surveyors and project managers. After a project has been created and background images (example: floor plans) have been uploaded, a survey request can be issued. Requests include written details about the survey but can also include upload files to provide additional clarification or documentation.
Step 1
Click "Survey Requests" in the left hand menu to see all the requests you have access to.
Step 2
Click "New Survey Requests" to add a new request. Then click "Save".
Step 3
Update the required information. Then click "Save".
Project - Pick from the list of projects you have created. You must have a project created to create a survey request.
Plan Group - Pick the Plan Group from your project
Plan - You can select a specific plan or all depending on your needs.
Assigned To - The surveyor that the request is assigned to.
Due By - They date the project must be completed.
Scheduled Date - When the survey is scheduled to take place
Current Status - The status of the project. Example New Request, Clarification Needed, or Completed
Job Address - Address where the survey is to be conducted
Access Times - When the location will be accessible
Customer Contact Name - Customer main point of contact
Customer Contact Phone - Phone number of the customers main point of contact
Project Manger - Companies project manager assigned to the survey
Sales Person - Company contact who closed the customer
Hours Estimated - How long it is estimated for the survey to take
Actual Hours - How long the survey actually took