Create a project, add spaces, connect products and forms, book the survey and capture information on mobile.
Start by creating a project and linking it to the relevant customer. Add the spaces that make up the site, then connect the products and forms needed for each part of the survey.
You can add a floor plan and mark where spaces are located, making the physical structure of the site visible to both office and field teams. Book the site visit, open the project on mobile and capture the required photos, notes, forms and product data in context.
Survey progress is shown in the project overview so the team can see what has been completed before producing the final report.