The Address Book Contact is a compilation of Contacts. Search Use the Name and Email text fields to apply filters to the search. Use the Clear button to erase the filters on the search. Add New To add new Address Book Contacts use the Add New button Fill out the…
Building Approvals – Engaged This is where the Building Approval Reports are listed, the Reports show a generalised state of the Job with BA Number, Site Address, RFD, Status, Client, Created, Engaged and Interval (Overlapping time). Search Search the Reports by using filters, such filters include the BA Number, Date…
The Form 57 page shows the soon-to-be-lapsed Approval for Projects that have not been completed or progressed past that point within the timeframe. Search Search via the BA Number by using the drop-down menu and/or by status. Use the Clear button to remove search filters. Download Download a copy of…
In the Survey Plans is where all the surveys will be uploaded. Files Upload New Files Use either the Choose File to find the file or click and drag the file onto the page. Use the Upload Selected Files to save them to the Survey Plans. Or use cancel to…
Click on the red trash can on the Appointment or Inspection Run you want to delete.
On the Calendar you can click on the Edit button to edit the Appointment or Inspection Run. Save any changes by clicking Save or leave by clicking Close to go back to the Calendar.
Add a new Certifier by using the Add New button. Fill out the text fields, any field with the * symbol need to be filled out. Use the Find Address text field to automatically fill in the address, start typing the address and it will suggest addresses, select the correct…
The Job Folder holds all the files concerning the Job. Folders Use the Folders to organise the files, click on the folder name to open the folder to view Files inside. The backward folder symbol will take you back out of the folder you have selected. Uploading File The user…
The Invoices tab is where Invoices are created and managed. Add New Invoices are made by clicking on the Add New Invoice. Enter in the details of the Invoice, the text fields that are greyed out are unable to be edited. Once the details have been entered click Create Invoice…
This Tab opens the Quotes. Add New Item The Add New Item button opens text fields that allow new Service Fees or Council Fees. Item Type dictates if the new item is a Council Fee or Service Fee, the Description text field can add further details to the Fee, the…