Navigation
Open the Sidebar: Click on the Three-Line Sidebar menu in the top left corner.
Initiate Creation: Click the green (+) Create New button and select Assessment from the menu.
Alternative Method: Navigate directly to the Assessments list page and click the Blue Plus (+) button in the top right corner.
Adding a Customer:
Search or Add: In the Customer Section, type to find an existing customer or click + Create New Customer to add a one-time customer.
Multiple Contacts: You can add multiple contacts to a single assessment (e.g., a tenant and a landlord).
Set Roles:
Notify Toggle: Turn this ON for anyone who should receive email updates (e.g., both husband and wife).
Paid By: Select the specific person responsible for the bill.
Adding a Property:
Service Location: Search for an existing address or create a new one.
Verify: As soon as you select a location, a Google Map preview will appear to confirm the pin drop is accurate.
Save Your Work:
Save as Draft: Click on this if you aren't ready to Schedule it yet, it will save in the Pending status.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.