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Project List and the Project Brief


REPORT LIST
1) Receive reports from a team administrator
  a) Navigate to the Reports List page (this is the default page after signing into the Field App)
  b) Download reports started from the home office by placing a finger on the middle of the screen and swiping it down towards the bottom of the screen (a spinning circle below the column headers will indicate that the Reports List is being refreshed)

  c) Tap any of the newly download reports to proceed to the inspection’s Report Brief

2) Generate a new report on the Field App
  a) Navigate to the Reports List page
  b) Tap “New Spex Report”
  c) Fill in the pertinent client and claim information

  d) Tap save to proceed to the inspection’s Report Brief

REPORT BRIEF - MAIN FEATURES

1) Internal Notes
  a) Read notes from home office on specific requirements for the inspection
  b) Tap the Internal Notes section to type additional information that will not be distributed on the final Spex Report

2) Map
  a) Tap “Map”
  b) View the exact location of the property
  c) Tap “Directions” and the Map app will provide step-by-step directions to the property

3) Attachements
  a) Tap “Add New”
  b) Tap one of the four entry types in the pop-up screen

  c) Tap one of the four entry locations to add a new attachment

This feature houses any overview documentation pertinent to the report. Common documents might include a Dec Page, EagleView Report (depending on the type of inspection), or a prior claim estimate.