Site SurveySign in
← All three walkthroughs

For whoever's running it

Send this to whoever sets up and runs a survey.

Setting a survey up, getting people onto it, agreeing what gets flagged, and getting the report to the customer.

No sound, and the words are written out under the video.
  1. Start with a new survey: name it, add the site and the client, and type the areas of the site one per line.
  2. Adding somebody is two steps, and the second one is easy to miss. An account in Team gives them a login. Putting them on a survey under People is what lets them see that site and be given work on it — and there's an Add them all if everybody's on the job.
  3. Tick “can see everything on this site” for the client. Without it, people see only what they raised and what you gave them, which is what you want between two firms who both work for you but not for each other.
  4. Walk the site and log what you find — photo, location, what needs doing, who it's for, and a date from the dropdown.
  5. Anything the site flags waits under Waiting on you. Say yes and pick who's doing it in the same step, or no with a reason. Until you agree it, it counts in nothing.
  6. Somebody stopped by another trade turns up there too, marked as holding a job up. Turn it down and that job goes straight back on their list.
  7. Requests for more time land in the same place. Approve with the date they asked for, or type a different one. Your reason goes on the job's history either way.
  8. Open the report, set the filters, check it reads right, then download it or email it. What's on the screen is exactly what gets sent.
  9. Set your logo, colour and company details once in Settings — they go on the report, not on the app.

There are two others. Send whichever fits.

Who can see what — the two levels of access →

Getting a login

There's no sign-up form, on purpose — whoever runs the survey creates the accounts and passes on the password. If you're expecting access to a site and haven't got it, ask them rather than us.

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