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  • 1. Admin Documentation

  • Getting Started

    • What Is Sytewise?

    • Quick Start: Getting to Know Sytewise

    • Welcome to Your Dashboard

    • Add and Edit Vendors

    • Creating a Property in Sytewise

    • Create A Fixture

    • Adding Fixtures in Bulk using the Library

    • Create A Group of Fixtures

    • Set Up Recurring Work Orders

    • Creating a Work Order

    • Creating a Survey

  • Managing Properties and Assets

    • Creating and Managing Work Orders

    • Setting Up Vendors in Sytewise

    • Building an Annual Workflow with Reminders

    • Reporting in Sytewise: What You Have, How to Use It, and How to Make It Work for You

    • Parts: Create, Edit and Clone

  • Reference: Terms & Concepts

    • Properties

    • Trades

    • Fixtures

    • Parts

    • Clients

    • Adding Photos to Fixtures

    • Work Orders

    • Why Property / Trade?

    • Survey

    • Tenants

    • Users

    • Contracts

    • Contacts

    • The Property Information Funnel

    • WO, Survey Email Preferences

    • Favorite Properties

  • Reference: The Sytewise User Interface

    • Interface parts

    • The Dashboard

    • Property Page (part 1)

    • Property Page (part 2)

    • Fixture Page

    • Creating A Work Order

    • Work Orders in the Vendor Portal

    • Creating A New Property

    • Sytewise Vendors

    • Sytewise Surveyors

    • Adding and Managing Clients

    • Creating Surveys

    • Contracts

    • Libraries

    • The Fixtures Page

    • Reminders

    • Email Log

    • Creating a Checklist Template

    • Fixture Checklists: From Assignment to Archive

    • Using Checklists with Work Orders

    • Adding Parts to Fixtures and Why It's Worth Doing Right

    • Creating and Managing Fixtures

  • Surveys and Surveyors

    • What is a Survey?

    • Who is a Surveyor?

    • Surveyor Special Permissions

    • Completing A Survey

    • Surveyor Created Surveys

    • Surveys and Surveyors: Your Eyes in the Field

  • Tips and Best Practices

    • Adding Properties

    • Naming Fixtures and Parts

    • Grouping Fixtures

    • Descriptions can save you Time and Money

Books
1. Admin Documentation
Surveys and Surveyors

Surveys and Surveyors

A survey is a property status report for all fixtures in a particular trade.

What is a Survey?

A survey is a property status report for all fixtures in a particular trade. Surveys are created ...

Who is a Surveyor?

A Surveyor is an individual with permission to use the survey portal. Any Surveyor can be issued ...

Surveyor Special Permissions

Select Surveyors are given “Create” permission Create Permission grants that surveyor the abil...

Completing A Survey

A surveyor logs into the Survey Portal with the username and password the Admin created for them....

Surveyor Created Surveys

For a Surveyor to create a Survey they must have permission granted by an admin to create surveys...

Surveys and Surveyors: Your Eyes in the Field

Not every property visit results in a work order. Sometimes you need someone to go look at things...

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Created 4 years ago by Joe Smith
Updated 1 day ago by Joe Smith
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