Enter customer and site information
Client info in the site visit file identifies the project in deliverables and stores useful contact details.
Open the form
Section titled “Open the form”- In the project, go to Overview → Visit file → Complete.
- Select Client info.
- Complete the fields relevant to the visit.
Available fields
Section titled “Available fields”| Section | Information |
|---|---|
| Customer | Customer or company name |
| Contact | Contact name, phone number and email address |
| Site address | Address, postal code and city |
The app checks phone number and email formats, among other fields. Correct any flagged entries before continuing.
The site address may differ from the contact’s or company’s address. It is separate from the survey point’s geographic coordinates used in solar calculations.
Saving
Section titled “Saving”Information saves automatically on the device, including offline. Wait for save confirmation. Its availability in the portal then depends on synchronization; a local save does not confirm that it has been uploaded.
In the site visit counter, one completed field is enough for Client info to count as filled. This does not mean all useful contact details are present. Enter the information needed for your visit without inventing values.
Use in the PDF
Section titled “Use in the PDF”Saved information can appear in the report’s Site visit file if the corresponding section is selected. Check contact details before sharing.
See Complete the site visit file and Prepare the PDF report.