Flags are visual indicators of the status of almost anything in your day-to-day inspection business. For example, you can create a flag to indicate that access has been confirmed, the check has been received in the office, radon has been picked up, or almost anything else your office needs!
Start by going to settings -- office settings -- Inspection Flags
To add a new flag click on "Add Flag"
Name your flag and hit "Add"
Then click on "Add States". This is where you will choose the icon, icon color, and description.
You will want to add different indicators for the different "States a/k/a Status" of each item. Name the status... choose an icon/visual indicator and color. ***Note for this feature to work you must have multiple statuses' for each flag. If you don't the flag won't show up in your scheduled order grid. The first status listed will show when the order is first scheduled then, you can toggle it to the next status when ready.
After you have created your flags, you will want to add the flag column to your scheduled inspections grid. Move "Flags" from hidden to the visible column. To do this, navigate to Inspections, Scheduled Inspections and Settings on the bottom left corner.
Click and drag "Flags" from hidden to visible
Now you are all set! All new orders will display your indicator flags and you can toggle them to the status you wish to indicate.
For additional assistance, please come into chat. We want to help!
If you have any questions about this process please let us know! You can reach us by chat, email at firstname.lastname@example.org, or phone at (800) 700-8112.