How to Create a New Assessment:
Open the Create Menu: Click the blue (+) Create New button and select Assessment from the menu.
Add a Customer: Type to find an existing customer or click + to add a new customer.
One to Many Customers: You can add multiple contacts to a single assessment (e.g., a tenant and a landlord).
Adding a Service Location (Property):
Click on 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: Click on Save, it will save the Assessment 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 Messenge
How to Create a New Assessment: