On Site

Under Your portfolio in the menu.

The phone-first screen for standing in the property: capture a snag, action, photo or room scan in one tap, and see what is due today.

Methodology: On site you need the four things you capture and the two lists you check, not the whole menu. Site Mode is tiles for exactly that; each tile opens a sheet or a short list, and everything filed here lands in the same registers as the desktop pages.

Steps:

  1. Capture: Report Snag (photo, room, severity), Set an Action (task, owner, due date), Photo / Video (opens the camera straight into the media library) or Scan a Room (needs the Survey module and, for a real 3D scan, the iOS app on a LiDAR iPhone or iPad).
  2. Check the registers: Open Snags lists what is outstanding with a status dropdown per snag; My Actions shows open actions with a tick to mark done and an overdue count.
  3. Review: Today & Jobs shows what is due or starting, in progress, or needs a decision from you; Timeline is a mini Gantt.
  4. Commercial: Get a Signature queues payments already recorded but not yet signed — hand the phone to the supplier; Request a Quote opens the quote-request dialog.
  5. Go to full system takes you back to the project overview.

Watch out: A signature can only be taken for a payment that has already been recorded on Money → Payments. If the room list is empty, add rooms under Properties → Rooms first.