Complete the site visit file in the web portal
Use the portal to complete the technical site visit information after a survey.
Open the editor
Section titled “Open the editor”- Open an assessment from Projects.
- Find Site visit file.
- Open the file editor.
- Enter or update the site information and save.
Customer and contact details
Section titled “Customer and contact details”Enter the customer’s name, contact person, email address and phone number where relevant. The site address may differ from the correspondence address.
Visit notes
Section titled “Visit notes”The editor includes fields for General notes, Watch points and next steps. You can complete these after the visit using documents supplied by the customer or technical information you have collected.
Photos and measurements
Section titled “Photos and measurements”Site photos and survey photos are available in their respective sections on the project page. Roof features and their measurements have a separate section.
The site visit file can be included in the PDF report when that section is selected.
Save your changes
Section titled “Save your changes”For a conflict or error, see Troubleshoot saving changes in the web portal before reloading the page.
Save before returning to the project page. If the project has changed between sessions, check the displayed data to avoid overwriting a newer version.