quick start guide

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Always use this button to create a new job. This button is found in the Clients menu.

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Use the rubbish bin icon to the left of your answers to delete your answer.

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Use the pencil icon to the left of your answers to edit your answer.

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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.

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A red arrow highlights unanswered steps.

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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).