Surveyor Created Surveys

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

If the surveyor has permission to create surveys here is how to create them.

Log into the survey portal

From the home page click “Create A New Survey”

From any page click the “crosshairs” icon in the footer nav.

In the property text search box enter any part of the property title or address, as long as you enter at least 3 characters.

Choose a property from the list of found properties.=

Only trades with fixtures will appear below the properties.

Choose a trade.

Choose a due date

Enter any special instructions

Choose to have an email sent to yourself (the surveyor)

An email informing of the new survey will be sent to

Any admin who has favorited the property.

If none, all super admins will receive an email.