Conducting a Virtual Walkthrough

Overview

This article is intended to outline the Virtual Walkthrough Process your customers will follow, after receiving the link. We will cover the following items:  

• Sending the Virtual Walkthrough Link to your Customer (Office Users)
• Completing the Virtual Walkthrough (Customer's View)
• Adding Items to the Survey (Office Users)

Send the Virtual Walkthrough Link to Your Customer (Office Users)

1. While you're on the client's job page, under Surveys, select Virtual Walkthrough in the survey drop-down, then click on Send Walkthrough Link

2. You will then be prompted with a screen to enter the client's phone number if not already added when the job was created

Note: If you're looking for a different Survey option, please reference our Inventory Survey Overview article for more details

Completing the Virtual Walkthrough (Customer's View)

1. Your client will then receive a text message with a special link to upload their virtual walkthrough:

2. The following video demos the process your customer will go through to complete the Virtual Walkthrough, after clicking the SMS Link (above) 

3. Once this process is completed, your customer will receive a follow-up text to confirm

Adding Items to the Survey (Office Users)

After the customer has successfully submitted all videos, the Survey Tool verbiage will update from Send walkthrough link to View virtual walkthrough 

Note: If the customer selects a room but does not upload a video for it, the video will appear black/blank when viewing the Room. This is an expected behavior. 

Steps to Add Items

1. Select the View virtual walkthrough button to access the Survey Tool

2. From here, you can watch each video per Room and Add Inventory Items

3. Be sure Save changes after inputting all Inventory Items for each Room

4. Once done, select the Back Arrow in the upper right-hand corner to return to the Office App

Important: If a new Virtual Walkthrough link needs to be sent, a new project must be created OR you can also ask your customer to send the recordings via email, and then add all videos as an attachment to the existing project