Overview
This article outlines the procedures for granting your crew members access to the Inventory Review document on a job. This process gives your crew the ability to review the Inventory List at any time in the field and/or collect signatures on it, all from their Supermove Tablets.
Additional Resources:
Note: The Office Team must complete the Survey or the Inventory Review document will not populate any inventory items
Inventory Review Document
By default, your account will have the Inventory Review document available, as shown below:
This document captures all inventoried items listed during a Survey Appointment -- regardless if the survey is conducted In-Person, Online, or Over the Phone. In addition, the document can also be used to collect the customer's signature before the crew starts work for the day.
Enable Inventory Review on the Crew App
Note: Inventory Review document can be enabled in two ways on the Crew App -- Optional or Required
Optional on Crew App
1. Start by going to Settings
2. Next navigate to Projects
3. Select the desired Project Type from your list
4. Now select the desired Job Type from your list (example outlined below)
5. Navigate to Crew Steps
6. Now navigate to the bottom and under Additional Steps - Optional Documents, search and select Inventory Review (example outlined below)
Congratulations, you did it! Simply navigate to any other page and the setting will auto-save
Required on Crew App
1. Start by going to Settings
2. Next navigate to Projects
3. Select the desired Project Type from your list
4. Now select the desired Job Type from your list (example outlined below)
5. Navigate to Crew Steps
6. Now under 4. Documents search and select Inventory Review (example outlined below)
Congratulations, you did it! Simply navigate to any other page and the setting will auto-save
Important: This permission is controlled at the Job Type level, meaning each Job under each Project in Settings can have its own unique flow
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