GeoInspect
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Select 'Sites' from the left-hand navigation menu 2. Locate the site you would like to add User's to then select 'edit' 3. Select the 'user role' for which you'd like to add a user 4. Next, select 'Add New User' 5. Select your user from the drop-down box 6. Select 'Save Si...
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To invite users to the platform, please follow these steps on the web platform 1. Navigate to the left-hand menu, Select "Users" 2. Select "Add New User" 3. Insert the email address, select the user role *Note: there are three different user roles a. Site Manager - has the ability t...
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Make sure you are logged in then select 'Service Requests' from the left hand navigation menu. 2. Next select '+ New Service Request' from the top right corner of your screen 3. From the drop down box, select which site you're creating the service request for. Next, select the category (...
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How to assign a Service Request to a User
Navigate to the left-hand menu and select 'Service Requests' 2. Select 'View' on the right-hand portion of your screen to the right of the service request 3. Next, locate 'Assign to User' at the top of your screen 4. Select 'Assign to User' and select Users name from the drop down bo... -
1. Navigate to the left hand menu and select "Inspections" 2. Once here, you can select "Create Inspection" or select from the "Templates" 3. To create an inspection, select "Create Inspection" 4. Here you can enter in the following information: a. the desired site for the inspect...
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How to create an inspection template
Navigate to the top right corner of your screen and select 'Create Inspection' 2. Create an Inspection by entering in the following information a. the desired site for the inspection b. the schedule the inspection should be completed within i. every time on-site ii. weekly (every 7 days) i... -
How To Create A Site 1. Navigate to the left hand menu and select "Sites" 2. Then select "Add New Site" 3. Enter the site information a. Site Name b. Unit or Suite Number c. Site Address 4. Once the desired address has been input, the map will auto-generate below 5. Here you can s...
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How to edit an existing Template
Make sure you're logged into the web platform. Select 'Templates' from the top- right corner of your screen. 2. Next select 'your company templates' from the top-right corner of your screen. 3. Here you can search your existing company template by using the search box at the top of y... -
How to set/edit a sites operating hours
Make sure you're logged into the web platform. From the left-hand navigation menu select 'Sites' 2. Here you can view all sites created in your platform. Locate the desired site from the list of sites or simply search it using the 'search site' box at the top of your screen. Once you've locat... -
How to Upload Supporting Documents
Make sure you are logged in then select 'Supporting Documents' from the left-hand navigation menu. 2. This page will display all current documents uploaded into the system. To upload a new document, select 'Upload New Document' from the top right-hand corner of your screen. 3. Here you c...