Setup
You will need the following permission in your security group:
Can see all tasks.
Can update tasks.
Can create and update properties.
Click here to learn about permissions and security groups.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add additional information and images under these arrows.
IOS: How to view a property
Open the task and click View property details.
Open the task and click View property details.
Tap Timeline, Forms, or Reports to view the property’s timeline, completed forms, and saved reports.
Click on the camera icon to attach a new image to the property.
If the property is geocoded but the location needs updating, click the pencil icon. If there is no pin on the map, return to the Task tab to geocode the property.
Click BSecure Scan Sticker, then Attach a new sticker to the property.
Review the key property information (Status, Ref, Name, Address, Client) or click to expand Site Requirements, Access Details, Internal Note, Custom Fields, Building Attributes or Property Schedules (these fields can be updated by clicking Edit at the top right corner of the pop-up window).
Video
ANDROID: How to view a property
Open the task and click on the property to view.
Open the task and click on the property to view.
Tap Timeline, Forms, or Reports to view the property’s timeline, completed forms, and saved reports.
Click on the camera icon to attach a new image to the property.
Click the pencil icon to geocode the property or change the geocoded address.
Click BSecure Scan Sticker, then Attach a new sticker to the property.
Review the key property information (Status, Ref, Name, Address, Client) or click to expand Site Requirements, Access Details, Internal Note, Custom Fields, Building Attributes or Property Schedules (these fields can be updated by clicking Edit at the top right corner of the pop-up window).
Video