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Creating Projects & Adding Jobs

Learn how to set up projects, add retrofit jobs, and assign work to your team

Step-by-Step Guide

1
Create a New Project
Set up a project for a property
  • Go to Projects in the sidebar
  • Click the "Create Project" button
  • Enter customer details (name, email, phone)
  • Enter the property address
  • Click "Create Project" to save

💡 Tip: Projects are based on property addresses. If a project already exists for an address, you'll be prompted to add jobs to it instead.

2
Add a Job to the Project
Assign a retrofit job to the project
  • Open the project by clicking on it
  • Scroll to the "Project Jobs" section
  • Click "Add Job" button
  • Select the job type (e.g., External Wall Insulation, Cavity Wall)
  • Choose which forms/documents to include
  • Set the start date if needed

💡 Tip: You can add multiple jobs to a single project if the property is receiving more than one retrofit treatment.

3
Assign to a User
Assign the measure work to a team member
  • In the "Add Job" dialog, select a user from the dropdown
  • Enter installer details (name, company, email, phone)
  • The assigned user will see this project in their dashboard
  • They can complete the required documentation

💡 Tip: Make sure the team member has the appropriate permissions to view and edit projects.

4
Add Job Documents
Complete compliance forms and upload photos
  • Click on a job to view its details
  • Complete the required compliance forms
  • Upload photos for each work area
  • Track progress through the completion percentage
  • Generate PDF reports when ready

💡 Tip: Photos should include EXIF data (location and timestamp) for compliance. The mobile app automatically captures this.

Understanding the Structure

Project

A property/site where retrofit work is being done. Contains customer info and address.

Job

A specific retrofit treatment (e.g., External Wall Insulation, Cavity Wall). A project can have multiple measures.

Documents & Forms

Compliance forms, photos, and documentation required for the measure. Tracks completion progress.

Quick Links

All Projects

View and manage all projects

Go to All Projects
My Team

View team members to assign work

Go to My Team

Need more help? Contact Support