In this article, we will teach you how to use the Survey tab We will also cover the Survey Calendar, Jobs list, and how to add Notes or Comments
Locating the Survey Tab
On the left-side menu of Supermove, you will find a Surveys tab
This tab contains all of the information regarding your scheduled inventory Survey jobs
By having this separate tab, you can easily distinguish between your upcoming Survey jobs and your labor-based jobs on the Moves Calendar
Similar to the Moves Calendar, the Surveys Calendar provides a monthly view of your scheduled inventory Survey jobs
This calendar simply shows the number of Survey jobs scheduled on each day
To the right of the Survey Calendar, you will see a list of the Survey jobs scheduled for that particular day
When you click a particular job card in the list, this will take you to the Job Page
If there are internal notes to highlight for a particular day such as holidays or staffing notes, you can add these by clicking Add Day Notes
Adding Notes and Comments
You can view Sales Notes and add Dispatch Notes to the job without having to leave the Survey Tab!
On the job card, click Click to Add a Note A text box will open, with the choice of either viewing Sales notes or adding Dispatch notes to the job.
You can also add project-level comments. These comments will appear on this Survey job and any future jobs within the overall project and are not visible to the customer.
From the job card, click "Comments" and a pop-up window will appear for you to type in