Top Tips

Click on the topic you want to learn more about, alternatively scroll down the page.

Introduction #

Sometimes hints and tips are quick one-liners, and sometimes they are a bit more involved.

Where they are a bit more involved, we provide some click/tap step-by-step guidance and screenshots.

Key Asset Facts – Create An Asset Note #

Is the Property tucked away and hard to find? A big angry dog next door? Where to park nearby? In the Dashboard, from the edit asset sidebar use the ‘Asset Notes – Viewed on Surveyor App’  text box to enter helpful instructions. Next time you visit the property you can be prepared!

Maintain Mobile App Performance –  Do Some Job Housekeeping #

Any App Device will be quicker (and easier to use) if you remove submitted jobs from the device. You can do this from the Jobs Screen.

A Complex Survey Template Made Easy – Some Pointers #

Setting The Scene

If you already have a simple paper checklist that you want to recreate, then all you need is probably one section, with one item and all your questions under that. Problem solved. However, sometimes the survey template challenge is much more complex.

Some Important Considerations

  • Are there legal requirements for the final report? Better understand these before you begin.
  • Do your responses need to protect you from legal ramifications? Better establish standard wording to frame a question and its response.
  • Imagine performing the job, what tasks need to be done first and what needs to be done last. You don’t need always to do things in order but sometimes it helps.
  • Are App users experienced or inexperienced? Consider creating great surveyor guidance notes & photos (we’ve written about that below)

Manageable Layers Of Detail

  • Separate the survey into manageable layers of detail that are simple to follow yet contain all the information your users need to carry them out successfully. Long threads of activity can be broken up into Sections (the top layer) and items (The mid layer) that are simple for everyone in your business to locate and use. There is no right or wrong, but when we create survey templates we generally aim for not too many and not too few of each.
  • Where a section represents something that might only exist once or many times during a job – consider having only one and give it the ability to be duplicated during the job. That will save you from building multiple survey templates.
  • Where an item represents something that might exist only once or many times during a section – consider having only one per section and give it the ability to be duplicated during the job. That will save you from having multiple unused items in a section.

Question Notes

  • When in doubt build surveys with question notes enabled. No matter what the question type you will always be able to add text and photos to the response.

User Experience – Section & Item Icons

  • The first time somebody interacts with a survey, they will not recognise section icons and item icons –  they will read the names. However, over time this will change. Icons provide visual interest and a visual shorthand for the user experience.

The Building Block Approach  

  • Some Section, item and question combinations are unique. Many are not. When we build a survey template, we often build an empty generic section, with an empty generic item. Then we populate that item with questions. Questions can often be duplicated / edited to accelerate progress. Then we duplicate/ edit that item. Then we duplicate/edit that populated section. Effectively we create a box of repeatable building blocks, capable of very quick configuration and reuse.
  • You can duplicate items from other sections, or even from other survey templates to accelerate the survey template build (we’ve written about that below)

Expecting The Unexpected – Enable Offline Survey Flexibility 

Sometimes life doesn’t go to plan, especially when your offline and in the middle of a job. So where appropriate give your sections and items the ability to be duplicated!

Consistent & Efficient Jobs – Create Great Surveyor Guidance Notes & Photos #

Background 

To help improve consistency and efficiency, underpin jobs with great guidance notes and supporting photos. Experienced survey respondents can happily ignore these unobtrusive pointers, but the less experienced will thank you for thinking of them!

Question Guidance 

  • Be clear and specific in the wording and needs of the question [Question-wording will appear in the final report]
  • Use the question description text to provide instructions on how to respond, to the question type. [This wording will not appear in the final report]
  • Where you ask for a single or multiple-choice response provide clear and specific options [Selected option(s) will appear in the final report, so make sure they resonant with the question-wording!]  
  • Optionally you can provide supporting photographs to show situations to match against or even to show the desired outcome of an action. A real life example of this might be how you want a shop display to appear or how you want a rental property to be arranged once it has been cleaned [Question-supporting photos will not appear in the final report]. 
  • To take a closer look at the photo in the app, tap on the photo thumbnail

  • As a result a larger version of the photos will open.

  • Tap/click x to close the photo and return to the question.

Item Guidance

  • Would an item benefit from some overall guidance ? Use a short sentence or two to describe this. You can add this when you are creating / editing an item in the dashboard. When the item is listed underneath a section, the text will be visible. When you enter the item the text will  The text will appear at the top of the item, above any questions [Item descriptions do not appear in the final report]
  • Optionally you can provide supporting photographs to show what an item looks like. Add / delete photos when creating/editing an item in the dashboard.
  • To take a closer look in the app, tap on the photo thumbnail to open the full photo. [Item supporting photos will not appear in the final report] 

Build Surveys Faster – Create A Survey Based On Two Or More Existing Survey Templates #

So your boss has asked you to create a new survey based on two or more existing survey templates? You know that you can duplicate a copy of an existing survey, but surely that means you have to manually retype the parts you need from the other surveys? That could take ages!

Yes, if that were the case it would be soul-destroying. However, we allow you to copy any item from your existing survey templates into the one you are creating or editing. Result!

Step 1

Make sure you know the name of the item that you need

Step 2

  • From the Section ‘Items List’ page you want to copy the existing item to…
  • Type the first few letters of the item name into the ‘Add a new item here by typing its name’

  • As a result a drop down list of matching items appears. They are presented in ‘item name – section name’ format.
  • Remember that there can be more items than are immediately visible in the drop down list.
  • So either scroll down the drop down list until you find the one you want, or type in a few more letters of the item name to narrow down the options.

Step 3

  • Tap the item name – section name that you want.

  • As a result a copy of that item is added to the section
  • The item name has ‘copy of’ appended in front of the item name.
  • You can remove ‘copy of’ by editing the item name.

Need Some Property Icons – Here Are Some Recommendations #

Here are some useful icons that might help.

There are three blocks of icon suggestions in the diagram below.

Column 1: Has a room/topic and column 2 has the icon name and what it will look like in the app.

Columns 3 & 4, and Columns 5 & 6 follow the same pattern.

Note: 

These are just a few of the available icons, the full range of icons is shown in the main knowledge base.

Take Photos, Lots Of Photos! #

Take close up photos, take photos a bit further back to set context. Take area photos.

The reports produced by the system look great with lots of photos. As an example 16:9 ratio photos are compressed and stored with slightly over 1.5 million pixels.

We could have increased the resolution, buts it was a trade off against speed when it comes time to upload them on 4g internet.