quick start guide
Always use this button to create a new job. This button is found in the Clients menu.
Use the rubbish bin icon to the left of your answers to delete your answer.
Use the pencil icon to the left of your answers to edit your answer.
The green tick indicates the step has been answered.
An N/A circle is available for every step in the bottom right hand corner of the step. Click this icon to N/A the step. Clicking the arrow next to it will drop down a window for adding more comments or attachments.
A red arrow highlights unanswered steps.
This menu is at the bottom right of the screen and allows you to customise client surveys before sending them out. Click on Share to send to generate a link to the survey for sending to client (you can choose which sections of the survey you send).