Workflow
New Site Onboarding
Spin up a new site from contract signature to ready-for-field-work.
When to use
Use whenever a new customer location is added and needs to be ready for surveying within the week.
- Step 1Completed
Create the site
Sites → Create Site. Enter name, client, and address.
- Step 2Completed
Build the hierarchy
Add buildings, floors, and areas.
- Step 3Active
Upload floor plans
Drop the floor plans into the Attachments tab and scale them.
- Step 4Pending
Invite site users
Assign Field members for capture and a Full member as site owner.
- Step 5Pending
Create the first survey
Start a survey on the primary floor plan and place anchor elements.
- Step 6Pending
Hand off to field
Open a kickoff assignment for the field team with due date.
Other workflows
Workflow
Audit Finding → Service Ticket
Turn an issue caught during an audit into tracked service work.
Workflow
Project Device Installation
From shipment to active status, the path a device travels during install.
Workflow
Device Failure Response
Investigate, restore, and document a failed device.
Workflow
Warranty Expiration Planning
Get ahead of out-of-warranty devices before they fail.