The following instructions assume that the user has already created the job on their computer and entered the most basic information including job details and subject property address and is ready to head out for the inspection.
Search For Jobs
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Sorting Jobs: Further Details
2a. Jobs Sorted by Number: High to Low
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2b. Keyword Search Results For “Garden”
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Job Records
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Add Photo: Further Details
2a. Once the photo icon is clicked, the selections include: “Take Photo” or “Choose from Library.”
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2b. By selecting “Take Photo” the camera app will open to take a photo. Select “Use Photo” to keep or “Retake” for a better photo.
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2c. Continue to take as many photos as needed. Once done hit the “Cancel” button and this screen comes up showing that the photos are uploading.
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2d. Tapping on a photo from the gallery view (shown above) opens the screen below. The pencil button (circled) opens a window to type in a caption for that photo.
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2e. When selecting “Choose from Library” this screen will open to select which photos to upload from the device. |
Subject Property Record: Further Details
5a. When clicking on the subject job record (item 4 of previous Job Record page) this page will be presented. Tap the view property details button to see all the property information that has been entered for this property. Tap the edit button to open the editable property details fields: |
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5b. After tapping the edit button, the property details open on the General tab which includes fields such as address, city, etc. Tap in any box to pull up the keyboard and fill in information. Click the “Save” button at the top right of the page after making any changes. |
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5c. At the top of the page, there is a dropdown where you can navigate to the various sections of the property record and enter information on each tab. |
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5d. Some fields have pre-written selections to choose from. You can select one or more categories. |
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5e. After making pre-written selections, you can also type any additional information. |
Comparable Sets
Available to tap from the Jobs page, Comparable Sets show the details of any comparables that are added to the job and are part of a set. The image to the left is an example of a Sale Comparable set.
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Accessing Comps: Further Details
1a. This shows the details of sale record 1 from the comparable sets page. The highlighted button opens driving directions to the sale comparable. 1b. Click “View Related Jobs” to see details of jobs that have used this comp previously. |
Share & Export: Further Details
2a. This is the first page of a datasheet export that shows all the details of a Sale set.
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2b. This is a summary report from the same Sale set. Print or email from the bottom left.
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Miscellaneous
This button is located at the top left of the Jobs, Properties, or Contacts pages.
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