Assessments
Learn the essentials of creating and managing assessments in WIZniche.
10 articles
Basics
Learn all about the basic assessment workflows in WIZniche!
Assessment: How to Create a New AssessmentA step-by-step guide to starting a new assessment, assigning Customers and Service Locations to your assessments in WIZniche.
Assessment: Assigning Technicians to AssessmentsHow to assign a team member to a assessment and avoid double-booking.
Assessment: How to Schedule an Assessment and Update StatusUnderstanding how to schedule an Assessment and how to update it's status.
Assessment: Adding Notes and Tags to AssessmentsLearn how to categorize assessments using tags and leave internal notes and access info for your team.
Assessment: Uploading Attachments and Photos to AssessmentsHow to store site photos and documents directly on the assessment.
Managing Assessments (List Page)
Learn all about managing your assessments in WIZniche!
Assessment: How to View and Filter the Assessment ListLearn how to access and organize your main list of assessments.
Assessment: Customizing the Assessment List ColumnsHow to toggle columns on or off to see the data that matters most to you.
Assessment: How to Delete or Cancel an assessmentUnderstand the difference between deleting an Assessment and cancelling it.
Assessment: Exporting Assessment List DataLearn how to download or print your assessment list.
Advanced Features
Learn the essentials of advanced assessments in WIZniche.
Assessment: Converting Assessments to Quotes, Jobs, & InvoicesHow to turn a completed assessment into quote, or scheduled job without re-entering all the data.